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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 %
PSUF
526
People's United Financial
Connecticut
$1.21M -$119K -1,686 -9%
GLRA
527
Gerald L. Ray & Associates
Texas
$1.2M -$85.9K -1,217 -7%
BAS
528
Brown Advisory Securities
Maryland
$1.2M +$3.88K +55 +0.3%
FNFDCM
529
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.19M -$19.4K -275 -2%
HA
530
Hamel Associates
New Jersey
$1.19M -$32.9K -466 -3%
CGT
531
Capital Guardian Trust
California
$1.18M +$30.2K +428 +3%
CHC
532
City Holding Co
West Virginia
$1.18M +$97.4K +1,380 +9%
FNBTCON
533
First National Bank & Trust Co of Newtown
Pennsylvania
$1.18M -$4.94K -70 -0.4%
AAIM
534
American Assets Investment Management
California
$1.18M – – –
ANBTV
535
American National Bank & Trust (Virginia)
Virginia
$1.18M -$85K -1,203 -7%
MYAM
536
Meiji Yasuda Asset Management
Japan
$1.17M +$164K +2,320 +16%
HCM
537
Hodges Capital Management
Texas
$1.17M +$13.3K +188 +1%
CWM
538
Calamos Wealth Management
Illinois
$1.16M +$850K +12,031 +272%
DAM
539
Doheny Asset Management
California
$1.15M – – –
DDC
540
Daniel Devine & Co
Florida
$1.15M – – –
WA
541
WealthTrust Axiom
Pennsylvania
$1.15M -$67.4K -955 -6%
MFS
542
MSI Financial Services
Massachusetts
$1.15M -$54.7K -775 -5%
FANJ
543
Financial Architects (New Jersey)
New Jersey
$1.14M -$21.6K -337 -2%
BVDMP
544
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.12M – – –
Daiwa Securities Group
545
Daiwa Securities Group
Japan
$1.12M -$1.74M -24,600 -61%
ECM
546
Everence Capital Management
Indiana
$1.12M – – –
BC
547
Barnett & Company
Tennessee
$1.11M -$376K -5,323 -25%
CIP
548
Convergence Investment Partners
Florida
$1.1M +$34.7K +492 +3%
EFS
549
Essex Financial Services
Connecticut
$1.09M +$16.1K +228 +1%
Dodge & Cox
550
Dodge & Cox
California
$1.09M -$223K -3,150 -17%
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