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Duke Energy
DUK

Overview Fund Activity

1,084 hedge funds and large institutions have $30B invested in Duke Energy in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 407 increasing their positions, 431 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
28.91%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.37%
New
68
Increased
407
Reduced
431
Closed
65
Calls
$184M
Puts
$107M
Net Calls
+$77.6M
Net Calls Change
+$74.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$422M
3
LM
Luminus Management
Texas
$163M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.12B
5
Cohen & Steers
Cohen & Steers
New York
$126M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$824M
2
Ameriprise
Ameriprise
Minnesota
$188M
3
BA
BlackRock Advisors
Delaware
$22.5M
4
State Street
State Street
Massachusetts
$2.6B
5
EA
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$209M -$44.4M -577,650 -18%
MAA
27
Managed Account Advisors
New Jersey
$208M +$2.63M +34,247 +1%
Wells Fargo
28
Wells Fargo
California
$207M +$12.3M +160,014 +6%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$200M -$48.3M -622,800 -19%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$193M – – –
Ameriprise
31
Ameriprise
Minnesota
$188M -$164M -2,136,614 -47%
Goldman Sachs
32
Goldman Sachs
New York
$175M +$7.77M +101,184 +5%
Renaissance Technologies
33
Renaissance Technologies
New York
$167M -$5.87M -76,500 -3%
LM
34
Luminus Management
Texas
$163M +$98M +1,275,900 +150%
TIM
35
Thornburg Investment Management
New Mexico
$161M -$28.3M -368,180 -15%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$152M -$576K -7,502 -0.4%
CS
37
Credit Suisse
Switzerland
$150M -$36M -469,302 -19%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$146M +$14.7M +191,502 +11%
JHIU
39
Janus Henderson Investors US
Colorado
$141M +$45.3M +589,418 +47%
Swiss National Bank
40
Swiss National Bank
Switzerland
$138M +$29.3M +382,200 +27%
CBOA
41
Commonwealth Bank of Australia
Australia
$137M +$61.8M +804,877 +82%
Charles Schwab
42
Charles Schwab
California
$136M +$8.04M +104,749 +6%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$136M -$27.9M -363,770 -17%
BlackRock
44
BlackRock
New York
$134M +$5.24M +68,299 +4%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$127M +$2.93M +38,169 +2%
Cohen & Steers
46
Cohen & Steers
New York
$126M +$66.5M +865,938 +112%
APG Asset Management
47
APG Asset Management
Netherlands
$121M -$17M -221,219 -12%
DPIM
48
Duff & Phelps Investment Management
Illinois
$116M +$15.8M +206,040 +16%
UBS Group
49
UBS Group
Switzerland
$115M +$1.62M +21,112 +1%
Bank of America
50
Bank of America
North Carolina
$110M -$12.3M -160,673 -10%
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