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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 %
PAG
401
Private Advisor Group
New Jersey
$2.47M +$225K +3,188 +10%
FBNAT
402
FirstMerit Bank N.A. Trustee
Ohio
$2.46M -$20.4K -289 -0.8%
NPC
403
National Planning Corporation
California
$2.46M -$75.5K -1,003 -3%
LCM
404
Logan Capital Management
Pennsylvania
$2.44M – – –
MSR
405
Main Street Research
Connecticut
$2.4M -$24.4K -345 -1%
I
406
IberiaBank
Louisiana
$2.39M -$932K -13,203 -28%
MAA
407
Matrix Asset Advisors
New York
$2.39M +$333K +4,710 +16%
WSFS
408
Wilmington Savings Fund Society
Delaware
$2.34M +$14K +198 +0.6%
RC
409
RBO & Co
California
$2.34M -$310K -4,389 -12%
Schroder Investment Management Group
410
Schroder Investment Management Group
United Kingdom
$2.34M -$873K -12,321 -27%
BAC
411
Boys Arnold & Co
North Carolina
$2.32M -$82.8K -1,173 -3%
SCM
412
Shelton Capital Management
Colorado
$2.32M – – –
B
413
Barings
North Carolina
$2.32M +$1.57M +22,200 +210%
TCMG
414
TSP Capital Management Group
New Jersey
$2.31M +$2.31M +32,701 New
SM
415
Stratton Management
Pennsylvania
$2.31M -$421K -5,965 -15%
NLI
416
Nippon Life Insurance
Japan
$2.3M -$26.3K -372 -1%
CSS
417
Cubist Systematic Strategies
Connecticut
$2.27M +$2.27M +32,175 New
NRS
418
Neville Rodie & Shaw
New York
$2.27M +$176K +2,493 +8%
ADBIC
419
A.D. Beadell Investment Counsel
Wisconsin
$2.26M +$5.15K +73 +0.2%
PP
420
Patten & Patten
Tennessee
$2.26M -$121K -1,714 -5%
RIA
421
Regal Investment Advisors
Michigan
$2.25M -$134K -1,892 -6%
CC
422
Cornerstone Capital
California
$2.21M +$1.35M +19,095 +156%
JIC
423
Johnson Investment Counsel
Ohio
$2.2M +$15.7K +223 +0.7%
BFA
424
Benedict Financial Advisors
Georgia
$2.19M -$80.1K -1,119 -4%
IIM
425
Ipswich Investment Management
Massachusetts
$2.17M -$63K -892 -3%
15 16
17
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