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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 %
WJA
526
Williams Jones & Associates
New York
$1.3M -$57.8K -803 -4%
MFS
527
MSI Financial Services
Massachusetts
$1.29M +$117K +1,624 +10%
Wealth Enhancement Advisory Services
528
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$161K +2,203 +14%
CB
529
Chemical Bank
Michigan
$1.27M -$62K -861 -5%
1IA
530
1834 Investment Advisors
Wisconsin
$1.27M -$20.4K -284 -2%
VFA
531
Voya Financial Advisors
Connecticut
$1.27M +$340K +4,811 +37%
GLRA
532
Gerald L. Ray & Associates
Texas
$1.25M +$28K +389 +2%
ONB
533
Old National Bancorp
Indiana
$1.25M -$9.06K -126 -0.7%
CWM
534
Calamos Wealth Management
Illinois
$1.25M +$64.5K +897 +5%
DIA
535
Denver Investment Advisors
Colorado
$1.24M +$144 +2 +0%
SDIC
536
South Dakota Investment Council
South Dakota
$1.24M +$1.24M +17,200 New
SCM
537
Shelton Capital Management
Colorado
$1.24M -$1.12M -15,600 -48%
PTC
538
Philadelphia Trust Company
Pennsylvania
$1.24M +$1.15M +15,973 +1,329%
BAS
539
Brown Advisory Securities
Maryland
$1.23M +$8.37K +116 +0.7%
MDCM
540
Morgan Dempsey Capital Management
Wisconsin
$1.2M +$178K +2,473 +17%
CC
541
ClearArc Capital
Ohio
$1.2M -$27.8K -387 -2%
AAIM
542
American Assets Investment Management
California
$1.2M – – –
CHC
543
City Holding Co
West Virginia
$1.2M -$8.63K -120 -0.7%
FNBTCON
544
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M -$10.4K -145 -0.9%
SHA
545
Smith Hayes Advisers
Nebraska
$1.17M -$58.8K -818 -5%
DDC
546
Daniel Devine & Co
Florida
$1.17M – – –
DAM
547
Doheny Asset Management
California
$1.17M -$7.19K -100 -0.6%
WA
548
WealthTrust Axiom
Pennsylvania
$1.15M -$16.6K -231 -1%
BHC
549
Bowen Hanes & Co
Florida
$1.15M +$106K +1,473 +10%
FNFDCM
550
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.15M -$64.6K -897 -5%
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