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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 %
DHFB
576
Dixon Hubard Feinour & Brown
Virginia
$958K -$34.3K -486 -3%
TWM
577
Torch Wealth Management
Ohio
$954K +$5.15K +73 +0.5%
FT
578
Fiduciary Trust
Massachusetts
$951K +$471K +6,680 +98%
FFBTD
579
First Financial Bank - Trust Division
Ohio
$947K -$21.7K -308 -2%
ICAS
580
Investors Capital Advisory Services
Massachusetts
$944K -$79.6K -1,128 -8%
WT
581
Whittier Trust
California
$940K -$93.6K -1,326 -9%
MMCM
582
Marque Millennium Capital Management
New York
$932K -$261K -3,700 -22%
VFA
583
Voya Financial Advisors
Connecticut
$929K -$199K -2,810 -18%
FMBTD
584
First Midwest Bank Trust Division
Illinois
$929K +$186K +2,630 +25%
ACA
585
Anchor Capital Advisors
Massachusetts
$928K -$6.95M -98,323 -88%
HT
586
HighTower Trust
Texas
$927K -$42.4K -600 -4%
BC
587
Bartlett & Co
Ohio
$922K -$28.4K -402 -3%
FTIOP
588
Fiduciary Trust International of Pennsylvania
Pennsylvania
$919K +$225K +3,180 +32%
CBN
589
Cadence Bank NA
Texas
$913K -$133K -1,881 -13%
BB
590
Bell Bank
North Dakota
$911K -$17.4K -246 -2%
SAMC
591
Shinko Asset Management Company
Japan
$909K -$490K -6,932 -35%
AIA
592
Alerus Investment Advisors
Minnesota
$908K – – –
VKH
593
Virtu KCG Holdings
New York
$900K +$900K +12,738 New
SC
594
Scotia Capital
Ontario, Canada
$896K +$66K +936 +8%
Bank of Nova Scotia
595
Bank of Nova Scotia
Ontario, Canada
$895K +$42.6K +603 +5%
AP
596
Advisor Partners
California
$889K +$221K +2,939 +33%
CIC
597
Carnegie Investment Counsel
Ohio
$885K +$166K +2,345 +23%
PAM
598
PartnerRe Asset Management
Connecticut
$882K -$177K -2,500 -17%
RBC
599
Ronald Blue & Co
Georgia
$881K -$94.1K -1,331 -10%
CCM
600
CrestPoint Capital Management
Missouri
$876K -$14.1K -200 -2%
22 23
24
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