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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 %
UBWV
776
United Bank (West Virginia)
West Virginia
$431K – – –
CPSAC
777
Chas P. Smith & Associates (CPS)
Florida
$430K -$69.9K -911 -14%
ACP
778
Aviance Capital Partners
Florida
$425K -$17.1K -223 -4%
YIA
779
YHB Investment Advisors
Connecticut
$411K +$219K +2,858 +114%
Simplex Trading
780
Simplex Trading
Illinois
$410K +$410K +5,340 New
PAM
781
Premier Asset Management
Illinois
$407K +$22.4K +292 +6%
WCM
782
Windsor Capital Management
Arizona
$406K -$16.2K -211 -4%
HRIA
783
Haberer Registered Investment Advisor
Ohio
$402K – – –
KB
784
Kimelman & Baird
New York
$402K +$10.1K +131 +3%
AAC
785
Asset Advisors Corp
Georgia
$400K -$141K -1,833 -26%
WDA
786
Wendell David Associates
New Hampshire
$400K – – –
FMLI
787
Fukoku Mutual Life Insurance
Japan
$395K -$38.4K -500 -9%
MC
788
Middleton & Co
Massachusetts
$394K -$8.3K -108 -2%
CPA
789
Capital Planning Advisors
California
$392K +$392K +5,100 New
IP
790
Isthmus Partners
Wisconsin
$391K – – –
DSC
791
Duncker Streett & Co
Missouri
$390K – – –
RWA
792
Ropes Wealth Advisors
Massachusetts
$387K +$387K +5,034 New
CPIG
793
Chicago Partners Investment Group
Illinois
$386K -$34K -407 -8%
IAMOG
794
Investors Asset Management of Georgia
Georgia
$384K – – –
IIM
795
Intact Investment Management
Quebec, Canada
$384K – – –
RWA
796
River Wealth Advisors
Pennsylvania
$381K +$381K +4,959 New
CBU
797
CIBC Bank USA
Illinois
$379K -$158K -2,057 -29%
BWFM
798
Bridgewater Wealth & Financial Management
Maryland
$378K -$46.8K -609 -11%
OCG
799
Opus Capital Group
Ohio
$378K +$85K +1,108 +29%
GIS
800
Guardian Investor Services
New York
$376K – – –
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32
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