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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 %
NRS
426
Neville Rodie & Shaw
New York
$2.21M -$97.5K -1,355 -4%
HPC
427
HM Payson & Co
Maine
$2.21M +$77.9K +1,083 +4%
CPP
428
Crow Point Partners
Massachusetts
$2.2M – – –
WBC
429
Westpac Banking Corp
Australia
$2.19M -$4.82M -66,997 -69%
BFA
430
Benedict Financial Advisors
Georgia
$2.18M -$16.6K -231 -0.8%
PP
431
Pegasus Partners
Wisconsin
$2.18M +$47.1K +655 +2%
LW
432
Linscomb Wealth
Texas
$2.17M +$180K +2,504 +9%
PHIMC
433
Private Harbour Investment Management & Counsel
Ohio
$2.15M -$5.11K -71 -0.2%
CCM
434
Cohen Capital Management
California
$2.14M – – –
HDIM
435
Hanson & Doremus Investment Management
Vermont
$2.13M +$23K +320 +1%
ZCA
436
Zeke Capital Advisors
Pennsylvania
$2.13M +$935 +13 +0%
SA
437
Strategic Advisors
New York
$2.11M -$9.71K -135 -0.5%
MAM
438
Martingale Asset Management
Massachusetts
$2.09M -$2.23M -31,000 -52%
CIM
439
Calvert Investment Management
Maryland
$2.08M – – –
Jane Street
440
Jane Street
New York
$2.07M +$1.55M +21,507 +296%
Victory Capital Management
441
Victory Capital Management
Texas
$2.07M +$2.07M +28,744 New
LA
442
Lynch & Associates
Indiana
$2.05M -$10.6K -148 -0.5%
SCM
443
Sterling Capital Management
North Carolina
$2.01M -$1.68M -23,366 -45%
BFA
444
Bragg Financial Advisors
North Carolina
$2.01M -$57.7K -802 -3%
MBTD
445
Mechanics Bank - Trust Department
California
$2.01M -$141K -1,964 -7%
WRHAM
446
W.R. Huff Asset Management
Florida
$2M +$68.3K +950 +4%
SIM
447
Sentry Investment Management
Wisconsin
$2M – – –
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$1.97M +$196K +2,724 +11%
JGUA
449
John G. Ullman & Associates
New York
$1.97M -$74.3K -1,032 -4%
Connor, Clark & Lunn Investment Management (CC&L)
450
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.96M -$3.03M -42,100 -61%
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