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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 %
KIA
626
KCM Investment Advisors
California
$753K +$918 +13 +0.1%
CAM
627
Cypress Asset Management
Texas
$747K -$170K -2,400 -18%
SAM
628
Strategy Asset Managers
California
$747K +$118K +1,673 +19%
PPSG
629
Princeton Portfolio Strategies Group
New Jersey
$740K -$8.26K -117 -1%
CONA
630
Capital One National Association
New York
$736K +$21.7K +307 +3%
SPC
631
Sigma Planning Corp
Michigan
$735K +$213K +3,015 +41%
CWG
632
C WorldWide Group
Denmark
$728K +$728K +10,300 New
BRWA
633
B. Riley Wealth Advisors
Florida
$726K -$502K -7,098 -41%
NEPWA
634
New England Private Wealth Advisors
Massachusetts
$723K -$63.4K -898 -8%
CIM
635
CIM Investment Management
Pennsylvania
$719K +$719K +10,184 New
LH
636
Lebenthal Holdings
New York
$711K +$286K +4,025 +67%
FHA
637
First Horizon Advisors
Tennessee
$710K -$8.89K -126 -1%
DC
638
Deschaine & Company
Illinois
$706K +$24.3K +344 +4%
Two Sigma Investments
639
Two Sigma Investments
New York
$705K +$422K +5,980 +149%
FQ
640
First Quadrant
California
$700K – – –
IB
641
Intrust Bank
Kansas
$693K -$128K -1,818 -16%
SWM
642
Segment Wealth Management
Texas
$690K -$11.7K -166 -2%
BHIA
643
Birch Hill Investment Advisors
Massachusetts
$686K -$4.66K -66 -0.7%
CI
644
Capital International
California
$685K – – –
TC
645
Taylor Cottrill
New Hampshire
$685K +$54.1K +767 +9%
SWM
646
SVA Wealth Management
Wisconsin
$680K -$16.5K -233 -2%
BT
647
Beacon Trust
New Jersey
$678K -$15.2K -216 -2%
HVIA
648
Hudson Valley Investment Advisors
New York
$676K +$63.1K +893 +10%
CAM
649
Carret Asset Management
New York
$664K -$2.97K -42 -0.4%
CC
650
Cadinha & Co
Hawaii
$663K +$14.1K +200 +2%
24 25
26
27 28