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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
+$382M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$253M
3
LM
Luminus Management
Texas
+$98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$94.1M
5
Cohen & Steers
Cohen & Steers
New York
+$66.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$253M
2
Ameriprise
Ameriprise
Minnesota
-$164M
3
BA
BlackRock Advisors
Delaware
-$139M
4
State Street
State Street
Massachusetts
-$133M
5
EA
Euclid Advisors
Connecticut
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
576
Meiji Yasuda Asset Management
Japan
$1.1M +$123K +1,600 +13%
DHFB
577
Dixon Hubard Feinour & Brown
Virginia
$1.08M -$56.7K -739 -5%
MNBTD
578
Moody National Bank Trust Division
Texas
$1.08M -$1.23K -16 -0.1%
Barrow, Hanley, Mewhinney & Strauss
579
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.07M – – –
LFR
580
Lehman Financial Resources
Pennsylvania
$1.06M +$42.5K +554 +4%
Nomura Holdings
581
Nomura Holdings
Japan
$1.06M -$4.06M -53,185 -79%
RFS
582
Rockefeller Financial Services
New York
$1.06M +$25.6K +333 +2%
JC
583
Jacobs & Co
California
$1.06M +$878K +12,289 +481%
LOAMS
584
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.06M +$745K +9,637 +237%
RBC
585
Ronald Blue & Co
Georgia
$1.06M -$47.4K -618 -4%
FFBTD
586
First Financial Bank - Trust Division
Ohio
$1.05M -$373K -4,860 -26%
HT
587
HighTower Trust
Texas
$1.05M – – –
MRCM
588
M&R Capital Management
New Jersey
$1.05M – – –
PFM
589
Parsec Financial Management
North Carolina
$1.05M +$95.6K +1,245 +10%
BC
590
Bartlett & Co
Ohio
$1.03M -$19.2K -250 -2%
TWM
591
Torch Wealth Management
Ohio
$1.03M +$345K +4,497 +50%
FCBT
592
First Citizens Bank & Trust
North Carolina
$1.03M +$360K +4,696 +54%
VIP
593
Vantage Investment Partners
Missouri
$1.02M -$2.66M -34,609 -72%
Wealth Enhancement Advisory Services
594
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$116K +1,514 +13%
BB
595
Bell Bank
North Dakota
$1.01M +$29.7K +387 +3%
HT
596
HAP Trading
New York
$1.01M +$85.3K +1,111 +9%
CICI
597
Capital Investment Counsel Inc
North Carolina
$1.01M -$50.8K -662 -5%
CAM
598
Cypress Asset Management
Texas
$996K -$76.1K -991 -7%
DWA
599
Douglass Winthrop Advisors
New York
$989K +$531K +6,913 +116%
MDCM
600
Morgan Dempsey Capital Management
Wisconsin
$988K +$25.3K +330 +3%
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