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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 %
BFC
726
Blue Fin Capital
Rhode Island
$525K – – –
FT
727
Fiduciary Trust
Massachusetts
$522K – – –
CCA
728
Checchi Capital Advisers
California
$522K +$49.6K +646 +11%
WIS
729
Wright Investors Service
Connecticut
$515K -$6.44K -84 -1%
CR
730
Cooperatieve Rabobank
Netherlands
$512K +$512K +6,671 New
PG
731
Patten Group
Tennessee
$509K -$17K -221 -3%
ATC
732
Argent Trust Company
Louisiana
$509K – – –
PFSC
733
Peoples Financial Services Corp
Pennsylvania
$506K – – –
WRM
734
Westport Resources Management
Connecticut
$505K – – –
BAM
735
Barrett Asset Management
New York
$504K -$184K -2,400 -27%
EWM
736
Endurance Wealth Management
Rhode Island
$503K -$2K -26 -0.4%
CCC
737
Chelsea Counsel Company
California
$499K -$7.68K -100 -2%
FTC
738
Farmers Trust Company
Ohio
$494K +$494K +6,438 +107,300%
RAM
739
Roanoke Asset Management
New Jersey
$491K +$7.68K +100 +2%
HB
740
Homrich & Berg
Georgia
$487K +$36.9K +481 +8%
FMW
741
Farr Miller & Washington
District of Columbia
$487K +$57.3K +746 +13%
FNB
742
First Niagara Bank
New York
$486K -$15.1K -197 -3%
MAP
743
Managed Asset Portfolios
Michigan
$483K -$33.3K -433 -6%
CCT
744
Country Club Trust
Missouri
$483K – – –
SRSA
745
S.R. Schill & Associates
Washington
$476K – – –
ECM
746
ETrade Capital Management
Virginia
$473K +$95K +1,237 +25%
CPA
747
Cowen Prime Advisors
New York
$468K -$138K -1,798 -23%
CT
748
Coastline Trust
Rhode Island
$468K – – –
HC
749
Hourglass Capital
Texas
$468K – – –
LNC
750
Lincoln National Corp
Pennsylvania
$467K +$10.8K +141 +2%
28 29
30
31 32