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Duke Energy
DUK

Overview Fund Activity

1,059 hedge funds and large institutions have $26.5B invested in Duke Energy in 2015 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 377 increasing their positions, 445 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-25
Holders Change %
-2.31%
% of All Funds
28.56%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.27%
New
54
Increased
377
Reduced
445
Closed
67
Calls
$425M
Puts
$460M
Net Calls
-$35.1M
Net Calls Change
-$113M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$448M
2
Deutsche Bank
Deutsche Bank
Germany
$370M
3
HI
Honeywell International
North Carolina
$51.1M
4
CBOA
Commonwealth Bank of Australia
Australia
$166M
5
Franklin Resources
Franklin Resources
California
$1.42B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$502M
2
Capital World Investors
Capital World Investors
California
$416M
3
State Street
State Street
Massachusetts
$2.23B
4
BIT
BlackRock Institutional Trust
California
$1.31B
5
VFA
Virtus Fund Advisers
Connecticut
$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
301
Quotient Investors
New York
$4.58M +$318K +4,500 +7%
DCM
302
Dupont Capital Management
Delaware
$4.44M – – –
VanEck Associates
303
VanEck Associates
New York
$4.32M +$82.2K +1,164 +2%
WB
304
WesBanco Bank
West Virginia
$4.31M -$50.2K -711 -1%
BCM
305
Birmingham Capital Management
Alabama
$4.3M +$22.6K +320 +0.5%
HFS
306
HL Financial Services
Kentucky
$4.26M +$751K +10,635 +21%
TCM
307
Tufton Capital Management
Maryland
$4.26M -$22.5K -319 -0.5%
MAM
308
Martingale Asset Management
Massachusetts
$4.24M -$431K -6,100 -9%
WG
309
Winton Group
United Kingdom
$4.22M +$4.22M +59,782 New
ZP
310
Zimmer Partners
New York
$4.19M -$27.1M -383,200 -87%
LDB
311
Lee, Danner & Bass
Tennessee
$4.17M -$3.53K -50 -0.1%
PAM
312
Private Asset Management
California
$4.15M -$49.4K -699 -1%
PA
313
Profund Advisors
Maryland
$4.13M -$929K -13,159 -18%
MME
314
Meag Munich Ergo
Germany
$4.12M -$1.28M -18,037 -24%
VIP
315
Vantage Investment Partners
Missouri
$4.12M +$3.18M +45,006 +338%
SBWIC
316
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.11M +$24.7K +350 +0.6%
CAM
317
Capstone Asset Management
Texas
$4.06M +$285K +4,030 +8%
BBA
318
BLB&B Advisors
Pennsylvania
$4M -$17.6K -249 -0.4%
LIM
319
Leavell Investment Management
Alabama
$3.93M +$6.85K +97 +0.2%
RJFSA
320
Raymond James Financial Services Advisors
Florida
$3.87M +$683K +9,670 +21%
RW
321
Rand Wealth
Maryland
$3.87M +$54.2K +768 +1%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$3.78M -$164K -2,326 -4%
ECM
323
Estabrook Capital Management
New York
$3.77M -$213K -3,015 -5%
WFG
324
Windsor Financial Group
Minnesota
$3.77M +$200K +2,830 +6%
GL
325
GLG LLC
New York
$3.72M – – –
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