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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 %
MA
651
Montag & Associates
Georgia
$653K -$79.9K -1,131 -11%
FWP
652
FAS Wealth Partners
Kansas
$651K +$5.23K +74 +0.8%
RCAG
653
Rehmann Capital Advisory Group
Michigan
$648K +$20.7K +293 +3%
BAM
654
Bruderman Asset Management
New York
$643K -$26.3K -372 -4%
BRM
655
Boston Research & Management
Massachusetts
$641K – – –
Mariner
656
Mariner
Kansas
$637K +$433K +6,125 +212%
FAM
657
Fred Alger Management
New York
$636K – – –
IA
658
Icon Advisers
Colorado
$636K +$636K +9,000 New
ACP
659
Ashfield Capital Partners
California
$635K – – –
SSB
660
Sandy Spring Bank
Maryland
$632K -$32.9K -465 -5%
FG
661
Fiduciary Group
Georgia
$618K +$618K +8,748 New
Jones Financial Companies
662
Jones Financial Companies
Missouri
$617K +$13.5K +191 +2%
MMPW
663
Mitchell McLeod Pugh & Williams
Alabama
$615K – – –
TI
664
Trexquant Investment
Connecticut
$614K -$275K -3,900 -31%
FHC
665
First Houston Capital
Texas
$614K – – –
CSIC
666
Clifford Swan Investment Counsel
California
$607K -$16.2K -229 -3%
ZIC
667
ZWJ Investment Counsel
Georgia
$606K – – –
CCFCSB
668
Cape Cod Five Cents Savings Bank
Massachusetts
$606K +$19.8K +281 +3%
SSWM
669
Sheets Smith Wealth Management
North Carolina
$603K +$988 +14 +0.2%
LOAMS
670
Lombard Odier Asset Management (Switzerland)
Switzerland
$601K -$367K -5,202 -38%
LCM
671
LVM Capital Management
Michigan
$600K – – –
GHA
672
GW Henssler & Associates
Georgia
$597K -$1.9M -26,955 -76%
ST
673
Smithfield Trust
Pennsylvania
$597K -$24.5K -347 -4%
HTC
674
Haverford Trust Company
Pennsylvania
$597K +$35.4K +502 +6%
SFT
675
Simmons First Trust
Arkansas
$596K +$26.8K +380 +5%
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