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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 %
SNT
501
Security National Trust
West Virginia
$1.38M -$17.7K -250 -1%
CS
502
Candriam SCA
Luxembourg
$1.38M +$103K +1,451 +8%
FPFS
503
First Personal Financial Services
North Carolina
$1.37M -$125K -1,770 -8%
CT
504
Chicago Trust
Illinois
$1.37M +$62.7K +887 +5%
MSS
505
Mitchell Sinkler & Starr
Pennsylvania
$1.37M -$92.5K -1,310 -6%
CBOR
506
Community Bank of Raymore
Missouri
$1.34M – – –
WJA
507
Williams Jones & Associates
New York
$1.34M -$51.3K -727 -4%
FTI
508
Fiduciary Trust International
Massachusetts
$1.34M -$17.4K -247 -1%
WSCM
509
Wellington Shields Capital Management
New York
$1.33M -$21.2K -300 -2%
VNIM
510
Vaughan Nelson Investment Management
Texas
$1.32M – – –
TSWM
511
Triangle Securities Wealth Management
North Carolina
$1.32M +$8.12K +115 +0.6%
First Manhattan
512
First Manhattan
New York
$1.32M -$30.5K -432 -2%
HPBT
513
High Point Bank & Trust
North Carolina
$1.32M +$42K +595 +3%
CB
514
Chemical Bank
Michigan
$1.31M -$19.8K -280 -1%
SFG
515
SNS Financial Group
Minnesota
$1.3M +$240K +3,394 +23%
AIS
516
American Investment Services
Massachusetts
$1.29M +$14.3K +202 +1%
ECM
517
Exchange Capital Management
Michigan
$1.27M +$18K +255 +1%
1IA
518
1834 Investment Advisors
Wisconsin
$1.27M +$16.9K +240 +1%
BO
519
Bank OZK
Arkansas
$1.25M +$22.6K +320 +2%
CA
520
Cetera Advisors
Colorado
$1.24M +$56.9K +807 +5%
ONB
521
Old National Bancorp
Indiana
$1.24M +$17.1K +242 +1%
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M -$29K -411 -2%
DIA
523
Denver Investment Advisors
Colorado
$1.22M -$52K -737 -4%
SHA
524
Smith Hayes Advisers
Nebraska
$1.21M -$83.9K -1,188 -6%
CC
525
ClearArc Capital
Ohio
$1.21M +$124K +1,760 +11%
19 20
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