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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 %
SBH
701
Segall Bryant & Hamill
Illinois
$531K +$3.88K +55 +0.7%
GP
702
Girard Partners
Pennsylvania
$530K +$25.5K +361 +5%
AIM
703
Aspen Investment Management
Michigan
$517K -$3.53K -50 -0.7%
Jane Street
704
Jane Street
New York
$514K +$514K +7,272 New
ATC
705
Argent Trust Co
Tennessee
$513K – – –
GC
706
Grimes & Company
Massachusetts
$512K -$25.4K -360 -5%
TF
707
Tompkins Financial
New York
$511K – – –
FNB
708
First Niagara Bank
New York
$509K +$62.9K +891 +14%
CK
709
Cohen Klingenstein
New York
$508K – – –
DTL
710
Dynamic Technology Lab
Singapore
$507K +$507K +7,174 New
CCA
711
Checchi Capital Advisers
California
$505K +$25K +354 +5%
NAMA
712
Nikko Asset Management Americas
New York
$503K -$67.2K -949 -12%
TCOV
713
Trust Company of Vermont
Vermont
$503K -$8.47K -120 -2%
SCM
714
Stevens Capital Management
Pennsylvania
$500K -$8.98M -127,041 -95%
SI
715
SII Investments
Wisconsin
$496K -$77.2K -1,094 -13%
PAM
716
Premier Asset Management
Illinois
$496K +$122K +1,735 +33%
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$492K +$68.6K +971 +16%
1SB
718
1ST Source Bank
Indiana
$484K -$24.9K -352 -5%
CT
719
Coastline Trust
Rhode Island
$483K +$52.3K +741 +12%
BFC
720
Blue Fin Capital
Rhode Island
$477K -$5.65K -80 -1%
WIS
721
Wright Investors Service
Connecticut
$474K -$283 -4 -0.1%
ATC
722
Argent Trust Company
Louisiana
$474K +$5.86K +83 +1%
WT
723
Washington Trust
Rhode Island
$473K -$37.4K -529 -7%
DWM
724
Destination Wealth Management
California
$473K +$473K +6,701 New
CPSAC
725
Chas P. Smith & Associates (CPS)
Florida
$470K +$74.4K +1,054 +19%
27 28
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