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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
+$59.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$42.5M
3
HI
Honeywell International
North Carolina
+$40.5M
4
CBOA
Commonwealth Bank of Australia
Australia
+$40.5M
5
Franklin Resources
Franklin Resources
California
+$36.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$255M
2
Capital World Investors
Capital World Investors
California
-$231M
3
State Street
State Street
Massachusetts
-$164M
4
BIT
BlackRock Institutional Trust
California
-$60.4M
5
VFA
Virtus Fund Advisers
Connecticut
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
451
Brown Advisory
Maryland
$1.91M +$97K +1,374 +5%
WRHAM
452
W.R. Huff Asset Management
Florida
$1.9M +$212 +3 +0%
BA
453
Boston Advisors
Massachusetts
$1.89M -$54.4K -770 -3%
PP
454
Paloma Partners
Connecticut
$1.88M +$1.32M +18,705 +238%
CCT
455
Chemung Canal Trust
New York
$1.84M -$46.9K -664 -2%
O
456
OppenheimerFunds
New York
$1.81M +$281K +3,980 +18%
TFA
457
Transamerica Financial Advisors
Florida
$1.81M -$229K -3,237 -11%
Nordea Investment Management
458
Nordea Investment Management
Sweden
$1.78M -$2.05K -29 -0.1%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$1.74M -$43.9K -622 -2%
HIC
460
Holderness Investments Company
North Carolina
$1.74M +$53.1K +752 +3%
CIA
461
Covington Investment Advisors
Pennsylvania
$1.73M – – –
IMOV
462
Investment Management of Virginia
Virginia
$1.72M +$22.9K +325 +1%
V
463
Veritable
Delaware
$1.71M -$140K -1,982 -8%
PFP
464
Pinnacle Financial Partners
Tennessee
$1.7M +$131K +1,852 +8%
RIG
465
Roosevelt Investment Group
New York
$1.68M – – –
KT
466
Kanaly Trust
Texas
$1.68M +$60K +850 +4%
AB
467
Amalgamated Bank
New York
$1.65M +$61.3K +868 +4%
SIC
468
Sigma Investment Counselors
Michigan
$1.64M -$1.34K -19 -0.1%
KIC
469
Keating Investment Counselors
Florida
$1.63M -$44.6K -631 -3%
CCP
470
Clarkston Capital Partners
Michigan
$1.62M – – –
FDS
471
First Dallas Securities
Texas
$1.62M -$228K -3,230 -12%
GW
472
GW & Wade
Massachusetts
$1.62M +$127K +1,798 +9%
FA
473
FDx Advisors
Illinois
$1.61M -$123K -1,748 -7%
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.59M -$13.3K -189 -0.8%
EIM
475
Emerson Investment Management
Massachusetts
$1.58M -$219K -3,100 -12%
17 18
19
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