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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 %
CPIG
776
Chicago Partners Investment Group
Illinois
$355K +$28.7K +407 +9%
RWA
777
River Wealth Advisors
Pennsylvania
$353K +$2.76K +39 +0.8%
CS
778
Credential Securities
$350K +$6.35K +90 +2%
HCM
779
Hall Capital Management
Rhode Island
$350K -$72.7K -1,030 -17%
IAMOG
780
Investors Asset Management of Georgia
Georgia
$350K -$3.53K -50 -1%
GD
781
Grandfield & Dodd
New York
$350K +$18.7K +264 +6%
NB
782
NBT Bank
New York
$349K +$104K +1,470 +42%
OCG
783
Opus Capital Group
Ohio
$348K – – –
OC
784
Oarsman Capital
Wisconsin
$347K +$21.2K +300 +7%
SEC
785
Seven Eight Capital
New York
$346K +$346K +4,900 New
AAC
786
Asset Advisors Corp
Georgia
$345K -$23.3K -330 -6%
BDF
787
Balasa Dinverno & Foltz
$344K +$24.2K +343 +8%
GSBTD
788
Glenview State Bank Trust Department
Illinois
$337K – – –
PAIA
789
Park Avenue Institutional Advisers
New York
$337K +$337K +4,772 New
RC
790
RegentAtlantic Capital
New Jersey
$336K -$6K -85 -2%
KWMG
791
King Wealth Management Group
Florida
$336K – – –
BAM
792
Berkshire Asset Management
Pennsylvania
$335K – – –
AB
793
AT Bancorp
Iowa
$332K -$6.27K -89 -2%
OA
794
Outfitter Advisors
Virginia
$330K – – –
WEC
795
Winslow Evans & Crocker
Massachusetts
$328K +$2.12K +30 +0.6%
RWA
796
Ropes Wealth Advisors
Massachusetts
$326K -$29.8K -422 -8%
BSB
797
Bangor Savings Bank
Maine
$323K +$4.03K +57 +1%
AHC
798
Adell Harriman & Carpenter
Texas
$322K +$322K +4,566 New
AWA
799
AmeriServ Wealth Advisors
Pennsylvania
$322K -$15.3K -217 -5%
PCMI
800
Princeton Capital Management Inc
New Jersey
$322K – – –
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