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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 %
TTWM
601
TCV Trust & Wealth Management
Virginia
$980K +$76K +990 +8%
PWW
602
Pettyjohn Wood & White
Virginia
$968K -$14K -182 -1%
CCM
603
CrestPoint Capital Management
Missouri
$967K -$361K -4,700 -27%
TI
604
Trexquant Investment
Connecticut
$967K +$499K +6,500 +107%
ST
605
Semper Trust
Pennsylvania
$964K -$81.2K -1,058 -8%
MSU
606
Maple Securities USA
New Jersey
$960K +$292K +3,802 +44%
WSTAM
607
Wilbanks Smith & Thomas Asset Management
Virginia
$941K -$139K -1,807 -13%
CC
608
Cornerstone Capital
California
$939K +$225K +2,925 +31%
BW
609
Bison Wealth
Georgia
$929K +$327K +4,267 +54%
Bank of Nova Scotia
610
Bank of Nova Scotia
Ontario, Canada
$926K +$10.4K +136 +1%
FFC
611
First Financial Corp
Indiana
$925K +$8.83K +115 +1%
GG
612
Gofen & Glossberg
Illinois
$914K – – –
PL
613
Perpetual Ltd
Australia
$914K – – –
AIA
614
Alerus Investment Advisors
Minnesota
$912K +$232K +3,015 +34%
VFS
615
VSR Financial Services
Kansas
$910K -$16.6K -216 -2%
SC
616
Scotia Capital
Ontario, Canada
$903K +$71K +925 +9%
IB
617
Intrust Bank
Kansas
$893K -$154K -2,005 -15%
FIM
618
Fruth Investment Management
Texas
$884K – – –
AF
619
Aldebaran Financial
$882K +$133K +1,727 +18%
FNBT
620
FineMark National Bank & Trust
Florida
$881K +$126K +1,645 +17%
SC
621
Savant Capital
Illinois
$880K +$111K +1,445 +14%
MHIC
622
Marble Harbor Investment Counsel
Massachusetts
$877K -$77 -1 -0%
CWP
623
Capital Wealth Planning
Florida
$866K -$190K -2,475 -18%
PI
624
PineBridge Investments
New York
$866K +$30.7K +400 +4%
FNB
625
Farmers National Bank
Kentucky
$860K +$154K +2,007 +22%
23 24
25
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