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Duke Energy
DUK

Overview Fund Activity

1,063 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 404 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
404
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$221M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$128M
3
LM
Luminus Management
Texas
+$109M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$89.7M
5
Capital International Investors
Capital International Investors
California
+$85.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61.4M
4
JHIU
Janus Henderson Investors US
Colorado
-$50.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
276
Azimuth Capital Management
Michigan
$5.39M -$185K -2,578 -3%
OA
277
OFI Advisors
Pennsylvania
$5.37M +$20.2K +281 +0.4%
FFSOTS
278
Fiduciary Financial Services of The Southwest
Texas
$5.35M -$35.2K -489 -0.7%
WAM
279
World Asset Management
Michigan
$5.33M +$53.2K +740 +1%
CFA
280
Carroll Financial Associates
North Carolina
$5.24M +$209K +2,828 +4%
CCM
281
Catawba Capital Management
Virginia
$5.08M -$218K -3,025 -4%
GH
282
GAM Holding
Switzerland
$5.06M +$10.3K +143 +0.2%
BII
283
Bainco International Investors
Massachusetts
$5.04M +$32.7K +455 +0.7%
CB
284
Commerce Bank
Missouri
$4.83M +$52.1K +724 +1%
LS
285
Livforsakringsbolaget Skandia
Sweden
$4.81M – – –
CCC
286
Cincinnati Casualty Company
Ohio
$4.77M – – –
UFG
287
United Fire Group
Iowa
$4.75M – – –
BIA
288
Barry Investment Advisors
Massachusetts
$4.65M -$31K -431 -0.7%
AMIM
289
Aull & Monroe Investment Management
Alabama
$4.59M -$45.9K -638 -1%
DCM
290
Dupont Capital Management
Delaware
$4.53M – – –
BF
291
BOK Financial
Oklahoma
$4.49M -$538K -7,479 -11%
WB
292
WesBanco Bank
West Virginia
$4.46M +$60.7K +844 +1%
PAM
293
Private Asset Management
California
$4.41M +$189K +2,626 +4%
PAM
294
Panagora Asset Management
Massachusetts
$4.41M -$488K -6,782 -10%
HFS
295
HL Financial Services
Kentucky
$4.39M +$49K +681 +1%
BCM
296
Birmingham Capital Management
Alabama
$4.37M -$10.4K -145 -0.2%
SG Americas Securities
297
SG Americas Securities
New York
$4.35M -$4.65M -64,606 -52%
ICOA
298
Investment Centers of America
North Dakota
$4.29M -$1.04M -14,458 -19%
LDB
299
Lee, Danner & Bass
Tennessee
$4.24M -$5.97K -83 -0.1%
TCM
300
Tufton Capital Management
Maryland
$4.24M -$98.5K -1,369 -2%
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