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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 %
LCM
401
Logan Capital Management
Pennsylvania
$2.48M – – –
ADBIC
402
A.D. Beadell Investment Counsel
Wisconsin
$2.48M +$173K +2,400 +7%
SLI
403
Sumitomo Life Insurance
Japan
$2.47M -$63K -875 -2%
CC
404
Cornerstone Capital
California
$2.46M +$210K +2,915 +9%
FBNAT
405
FirstMerit Bank N.A. Trustee
Ohio
$2.44M -$64.2K -892 -3%
BCM
406
BTR Capital Management
California
$2.43M -$651K -9,051 -21%
WSFS
407
Wilmington Savings Fund Society
Delaware
$2.43M +$39.7K +552 +2%
RIA
408
Regal Investment Advisors
Michigan
$2.42M +$134K +1,858 +6%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$274K +3,803 +13%
MCM
410
Murphy Capital Management
New Jersey
$2.38M -$222K -3,090 -9%
BAC
411
Boys Arnold & Co
North Carolina
$2.36M -$6.4K -89 -0.3%
TCMG
412
TSP Capital Management Group
New Jersey
$2.35M – – –
RC
413
RBO & Co
California
$2.35M -$34.4K -478 -1%
Brown Advisory
414
Brown Advisory
Maryland
$2.35M +$403K +5,608 +21%
NLI
415
Nippon Life Insurance
Japan
$2.33M -$11.2K -155 -0.5%
CI
416
Conning Inc
Connecticut
$2.31M +$807K +11,218 +54%
CSS
417
Cubist Systematic Strategies
Connecticut
$2.29M -$23.7K -329 -1%
JIC
418
Johnson Investment Counsel
Ohio
$2.29M +$48.8K +678 +2%
PP
419
Patten & Patten
Tennessee
$2.27M -$30.4K -423 -1%
UR
420
USCA RIA
Texas
$2.26M +$2.01M +27,953 +800%
Jacobs Levy Equity Management
421
Jacobs Levy Equity Management
New Jersey
$2.26M +$282K +3,920 +14%
WAM
422
Wolverine Asset Management
Illinois
$2.26M -$302K -4,200 -12%
IIM
423
Ipswich Investment Management
Massachusetts
$2.25M +$38.3K +532 +2%
HH
424
Hilltop Holdings
Texas
$2.24M +$202K +2,801 +10%
TNBTD
425
Trustmark National Bank Trust Department
Mississippi
$2.22M +$167K +2,324 +8%
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