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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 %
ANRIA
551
American National Registered Investment Advisor
Texas
$1.09M – – –
CCS
552
Crosspoint Capital Strategies
California
$1.08M +$490K +6,945 +83%
EOJOAM
553
E. Ohman J:or Asset Management
Sweden
$1.08M – – –
Wealth Enhancement Advisory Services
554
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$137K +1,946 +15%
VFS
555
VSR Financial Services
Kansas
$1.07M +$238K +3,365 +28%
EWM
556
Evercore Wealth Management
New York
$1.05M -$41.6K -589 -4%
CI
557
Constellation Investments
Ohio
$1.05M -$7.06K -100 -0.7%
WPC
558
Waters Parkerson & Co
Louisiana
$1.05M +$19.9K +282 +2%
CCP
559
Clough Capital Partners
Massachusetts
$1.05M – – –
NSEDCP
560
NJ State Employees Deferred Compensation Plan
New Jersey
$1.04M – – –
IC
561
InterOcean Capital
Illinois
$1.04M +$771K +10,917 +290%
MSU
562
Maple Securities USA
New Jersey
$1.03M +$146K +2,065 +17%
BHC
563
Bowen Hanes & Co
Florida
$1.03M -$6.71K -95 -0.6%
BMCMI
564
Bryn Mawr Capital Management Inc
Pennsylvania
$1.02M +$342K +4,843 +50%
WSTAM
565
Wilbanks Smith & Thomas Asset Management
Virginia
$1.01M +$147K +2,074 +17%
PFM
566
Parsec Financial Management
North Carolina
$1.01M +$43.1K +611 +4%
MDCM
567
Morgan Dempsey Capital Management
Wisconsin
$1.01M +$98.8K +1,399 +11%
SAM
568
Silvercrest Asset Management
New York
$1M -$162K -2,288 -14%
SLG
569
Stanley-Laman Group
Pennsylvania
$1M -$141K -2,000 -12%
MRCM
570
M&R Capital Management
New Jersey
$993K +$25.4K +360 +3%
MNBTD
571
Moody National Bank Trust Division
Texas
$992K – – –
UAS
572
United Asset Strategies
New York
$990K -$18.6K -264 -2%
Barrow, Hanley, Mewhinney & Strauss
573
Barrow, Hanley, Mewhinney & Strauss
Texas
$990K +$10.6K +150 +1%
DWA
574
Douglass Winthrop Advisors
New York
$989K – – –
LFR
575
Lehman Financial Resources
Pennsylvania
$978K – – –
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