DUK icon

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 %
BW
601
Bison Wealth
Georgia
$854K -$424 -6 -0%
FFC
602
First Financial Corp
Indiana
$848K -$2.05K -29 -0.2%
JC
603
Jacobs & Co
California
$846K -$103K -1,610 -11%
PWW
604
Pettyjohn Wood & White
Virginia
$846K -$43.6K -617 -5%
MIM
605
Montgomery Investment Management
Maryland
$844K +$143K +2,021 +20%
GG
606
Gofen & Glossberg
Illinois
$840K – – –
HAM
607
Highstreet Asset Management
Ontario, Canada
$840K +$840K +11,898 New
CICI
608
Capital Investment Counsel Inc
North Carolina
$829K -$97.3K -1,378 -11%
AF
609
Aldebaran Financial
$829K +$18.4K +261 +2%
FNB
610
Farmers National Bank
Kentucky
$819K +$27.7K +392 +4%
FIM
611
Fruth Investment Management
Texas
$813K – – –
TTWM
612
TCV Trust & Wealth Management
Virginia
$811K -$89.8K -1,272 -10%
MHIC
613
Marble Harbor Investment Counsel
Massachusetts
$807K – – –
PL
614
Perpetual Ltd
Australia
$805K -$35.3K -500 -4%
ST
615
Semper Trust
Pennsylvania
$800K -$87.1K -1,233 -10%
WA
616
WBH Advisory
Maryland
$794K -$183K -2,588 -19%
SC
617
Savant Capital
Illinois
$791K -$18.6K -263 -2%
WS
618
Wedbush Securities
California
$789K +$125K +1,772 +19%
AWM
619
Altavista Wealth Management
North Carolina
$788K +$19.8K +280 +3%
AGM
620
Alpine Global Management
New York
$785K +$568K +8,039 +261%
NA
621
NewEdge Advisors
Louisiana
$776K +$32.5K +460 +4%
HW
622
Hancock Whitney
Mississippi
$769K – – –
CAM
623
Columbia Asset Management
Michigan
$763K -$25.8K -366 -3%
TCOTO
624
Trust Company of the Ozarks
Missouri
$762K +$25.8K +366 +4%
VCM
625
Violich Capital Management
California
$755K +$111K +1,568 +17%
23 24
25
26 27