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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 %
KRS
351
Kentucky Retirement Systems
Kentucky
$3.3M -$68K -963 -2%
WIC
352
Woodmont Investment Counsel
Tennessee
$3.28M -$60.5K -857 -2%
SW
353
SVB Wealth
Massachusetts
$3.25M -$238K -3,374 -7%
ERSOT
354
Employees Retirement System of Texas
Texas
$3.25M -$7.89M -111,700 -71%
GHAM
355
Gilman Hill Asset Management
Connecticut
$3.25M +$95.5K +1,353 +3%
NEAM
356
New England Asset Management
Connecticut
$3.2M +$496K +7,017 +18%
BIA
357
Biondo Investment Advisors
Pennsylvania
$3.19M +$115K +1,632 +4%
GCP
358
GSA Capital Partners
United Kingdom
$3.16M +$1.48M +21,015 +89%
AIP
359
Ameritas Investment Partners
Nebraska
$3.16M -$49.7K -704 -2%
CIA
360
Capital Investment Advisors
Georgia
$3.12M +$27.6K +391 +0.9%
QI
361
QS Investors
New York
$3.11M +$1.01M +14,353 +48%
DG
362
Davidson & Garrard
Virginia
$3.11M +$24.6K +349 +0.8%
BCM
363
BTR Capital Management
California
$3.03M -$53.7K -760 -2%
FAT
364
First American Trust
California
$2.97M -$322K -4,562 -10%
BCM
365
Buckhead Capital Management
Georgia
$2.93M -$366K -5,188 -11%
OPCM
366
Osborne Partners Capital Management
California
$2.93M -$92.4K -1,309 -3%
FB
367
Fulton Bank
Pennsylvania
$2.92M +$55.5K +786 +2%
TC
368
Travelers Companies
Minnesota
$2.92M – – –
Toronto Dominion Bank
369
Toronto Dominion Bank
Ontario, Canada
$2.91M -$56.9K -806 -2%
SCCM
370
Schafer Cullen Capital Management
New York
$2.9M -$87.8K -1,244 -3%
MA
371
MUFG Americas
New York
$2.85M -$230K -3,252 -7%
FSA
372
Franklin Street Advisors
North Carolina
$2.84M -$36.8K -521 -1%
FAAS
373
First Allied Advisory Services
California
$2.83M +$140K +1,987 +5%
MC
374
Moors & Cabot
Massachusetts
$2.83M -$55.7K -787 -2%
DnB Asset Management
375
DnB Asset Management
Norway
$2.82M +$113K +1,600 +4%
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