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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 %
FBT
676
First Bankers Trust
Kentucky
$595K -$7.98K -113 -1%
AIA
677
Arbor Investment Advisors
North Carolina
$595K -$1.13K -16 -0.2%
GA
678
Geneva Advisors
Illinois
$590K +$6.07K +86 +1%
BTNA
679
Bremer Trust National Association
Minnesota
$586K +$60.8K +860 +12%
AB
680
Atlas Brown
Kentucky
$582K +$54K +722 +10%
MA
681
MCF Advisors
Kentucky
$581K -$3.46K -49 -0.6%
PWP
682
Private Wealth Partners
California
$576K – – –
IH
683
IFC Holdings
Florida
$574K +$61.2K +860 +12%
WIC
684
Wilkins Investment Counsel
Massachusetts
$572K -$77.7K -1,100 -12%
HI
685
Hudock Inc
Pennsylvania
$571K +$1.84K +26 +0.3%
SFSG
686
Stearns Financial Services Group
North Carolina
$569K -$23.3K -329 -4%
RFS
687
Rockefeller Financial Services
New York
$566K -$411K -5,821 -42%
WTC
688
WhitTier Trust Company
Nevada
$566K -$221K -3,138 -28%
AR
689
Advisory Research
Illinois
$566K -$139K -1,974 -20%
CIC
690
Crawford Investment Counsel
Georgia
$565K -$102K -1,443 -15%
SACTSONJ
691
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$565K – – –
WSC
692
Wellington Shields & Co
New York
$561K +$28.7K +407 +5%
EWA
693
Exencial Wealth Advisors
Oklahoma
$553K +$553K +7,731 New
B
694
BancorpSouth
Mississippi
$550K -$52.6K -745 -9%
AFG
695
Albion Financial Group
Utah
$544K – – –
BHWM
696
Bar Harbor Wealth Management
New Hampshire
$543K -$17.4K -246 -3%
SC
697
Schulhoff & Co
Ohio
$535K – – –
NFG
698
Next Financial Group
Texas
$535K +$20.7K +294 +4%
ECM
699
ETrade Capital Management
Virginia
$535K +$99.6K +1,410 +23%
SIG
700
Schooner Investment Group
Pennsylvania
$533K -$533K -7,500 -50%
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