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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
1
Wellington Management Group
Massachusetts
$1.15B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$422M
3
LM
3
Luminus Management
Texas
$163M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.12B
5
Cohen & Steers
5
Cohen & Steers
New York
$126M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$824M
2
Ameriprise
2
Ameriprise
Minnesota
$188M
3
BA
3
BlackRock Advisors
Delaware
$22.5M
4
State Street
4
State Street
Massachusetts
$2.6B
5
EA
5
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$107M +$8.78M +114,417 +9%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$104M -$489K -6,375 -0.5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$103M -$1.68M -21,851 -2%
BIM
54
BlackRock Investment Management
Delaware
$101M -$59.8M -778,655 -37%
BTS
55
BB&T Securities
Virginia
$100M -$12.1M -15,802 -11%
AllianceBernstein
56
AllianceBernstein
Tennessee
$100M -$2.73M -35,581 -3%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$92.7M -$125M -1,624,414 -57%
TA
58
Teachers Advisors
New York
$91.4M +$166K +2,161 +0.2%
RFC
59
Russell Frank Company
Washington
$89.8M +$16.9M +220,117 +23%
Prudential Financial
60
Prudential Financial
New Jersey
$89M +$3.92M +51,000 +5%
PI
61
PGGM Investments
Netherlands
$87.8M -$9.55M -124,391 -10%
Barclays
62
Barclays
United Kingdom
$85.2M +$8.07M +106,201 +10%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$85.1M -$9.21M -119,936 -10%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$84.6M -$1.34M -17,474 -2%
AQR Capital Management
65
AQR Capital Management
Connecticut
$80.2M +$7.15M +93,062 +10%
PPA
66
Parametric Portfolio Associates
Washington
$79.6M -$136K -1,776 -0.2%
Macquarie Group
67
Macquarie Group
Australia
$77.7M +$28.8M +375,615 +59%
MTB
68
Mizuho Trust & Banking
Japan
$77M +$3.21M +41,830 +4%
Allianz Asset Management
69
Allianz Asset Management
Germany
$75.3M -$4.24M -55,269 -5%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$74.2M -$5.98M -77,941 -7%
SP
71
Sarasin & Partners
United Kingdom
$74.1M +$26.5M +344,955 +56%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$71.7M +$35.5M +462,414 +98%
IGIM
73
I.G. Investment Management
Manitoba, Canada
$70.1M +$40.2M +522,931 +134%
Principal Financial Group
74
Principal Financial Group
Iowa
$69M +$2.57M +33,480 +4%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$66.2M +$2.69M +35,087 +4%
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