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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 %
DC
651
Deschaine & Company
Illinois
$741K -$36.8K -479 -5%
BMCMI
652
Bryn Mawr Capital Management Inc
Pennsylvania
$741K +$741K +9,652 New
PNAA
653
Pictet North America Advisors
Switzerland
$732K +$732K +9,540 New
BAM
654
Bruderman Asset Management
New York
$728K +$728K +9,477 New
CAM
655
Carret Asset Management
New York
$725K +$7.91K +103 +1%
CIC
656
Crawford Investment Counsel
Georgia
$725K +$46.4K +605 +7%
WS
657
Wedbush Securities
California
$722K -$60.3K -785 -8%
SSB
658
Sandy Spring Bank
Maryland
$721K +$44.3K +578 +7%
WIC
659
Wilkins Investment Counsel
Massachusetts
$706K – – –
CC
660
Cadinha & Co
Hawaii
$706K +$156K +2,025 +28%
QCMC
661
Quantum Capital Management (California)
California
$705K -$829K -11,090 -54%
FWP
662
FAS Wealth Partners
Kansas
$702K +$24.7K +322 +4%
VCM
663
Violich Capital Management
California
$700K – – –
BRM
664
Boston Research & Management
Massachusetts
$697K – – –
FAM
665
Fred Alger Management
New York
$692K -$71K -925 -9%
ACP
666
Ashfield Capital Partners
California
$691K – – –
TC
667
Taylor Cottrill
New Hampshire
$686K +$22.5K +293 +3%
SAM
668
Strategy Asset Managers
California
$684K +$16.7K +218 +3%
RCAG
669
Rehmann Capital Advisory Group
Michigan
$682K -$25.2K -328 -4%
AP
670
Advisor Partners
California
$682K +$35.3K +459 +5%
CSIC
671
Clifford Swan Investment Counsel
California
$678K +$35.5K +462 +6%
ST
672
Smithfield Trust
Pennsylvania
$675K +$23.1K +301 +4%
FSC
673
Fiduciary Services Corp
Georgia
$672K -$21.3K -277 -3%
MMPW
674
Mitchell McLeod Pugh & Williams
Alabama
$668K +$4.37K +57 +0.7%
HVIA
675
Hudson Valley Investment Advisors
New York
$666K +$117K +1,528 +21%
25 26
27
28 29