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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 %
MCM
751
Marathon Capital Management
Maryland
$404K -$7.48K -106 -2%
HCMT
752
Highland Capital Management (Tennessee)
Tennessee
$402K – – –
YIA
753
YHB Investment Advisors
Connecticut
$401K +$22.4K +317 +6%
DSI
754
Daiwa SB Investments
Japan
$400K – – –
AT
755
Argent Trust
Texas
$399K – – –
TIA
756
Tiemann Investment Advisors
California
$398K -$14.1K -200 -3%
BCM
757
BlueCrest Capital Management
Jersey
$398K +$398K +5,642 New
MCM
758
MAI Capital Management
Ohio
$396K – – –
TBA
759
Tower Bridge Advisors
Pennsylvania
$396K -$118K -1,666 -23%
FMW
760
Farr Miller & Washington
District of Columbia
$395K -$52.7K -746 -12%
FWM
761
Frontier Wealth Management
Missouri
$393K +$95.9K +1,359 +32%
SJIC
762
St. James Investment Company
Texas
$386K +$72.1K +1,020 +23%
DSC
763
Duncker Streett & Co
Missouri
$382K +$23.3K +330 +6%
B
764
Bailard
California
$381K -$132K -1,874 -26%
PG
765
Patten Group
Tennessee
$378K -$89.6K -1,269 -19%
ACP
766
Aviance Capital Partners
Florida
$376K -$14.1K -200 -4%
WCM
767
Windsor Capital Management
Arizona
$375K +$1.91K +27 +0.5%
IP
768
Isthmus Partners
Wisconsin
$371K +$10.7K +151 +3%
FIM
769
Frontier Investment Management
Texas
$370K +$111K +1,571 +43%
WDA
770
Wendell David Associates
New Hampshire
$369K – – –
KC
771
Kingfisher Capital
North Carolina
$367K -$55.3K -782 -13%
EHWM
772
Eads & Heald Wealth Management
Georgia
$367K +$139K +1,970 +61%
MC
773
Middleton & Co
Massachusetts
$362K – – –
BC
774
Burney Company
Virginia
$359K -$38.1K -539 -10%
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$355K +$209K +2,820 +143%
29 30
31
32 33