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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 %
CS
801
Credential Securities
$374K +$14.1K +184 +4%
RC
802
RegentAtlantic Capital
New Jersey
$372K +$7.68K +100 +2%
AB
803
AT Bancorp
Iowa
$369K -$126K -1,633 -25%
AWA
804
AmeriServ Wealth Advisors
Pennsylvania
$367K -$15.7K -205 -4%
GSBTD
805
Glenview State Bank Trust Department
Illinois
$366K -$28.1K -366 -7%
PL
806
Parkwood LLC
Ohio
$366K +$40.5K +528 +12%
KWMG
807
King Wealth Management Group
Florida
$365K -$71.5K -932 -16%
BAM
808
Berkshire Asset Management
Pennsylvania
$364K -$54.9K -716 -13%
FIM
809
Freedom Investment Management
Connecticut
$362K +$9.6K +125 +3%
GD
810
Grandfield & Dodd
New York
$360K -$30.7K -400 -8%
OA
811
Outfitter Advisors
Virginia
$359K -$3.84K -50 -1%
WEC
812
Winslow Evans & Crocker
Massachusetts
$354K -$5.53K -72 -2%
OC
813
Oarsman Capital
Wisconsin
$354K – – –
PCMI
814
Princeton Capital Management Inc
New Jersey
$351K +$57.7K +750 +20%
BDF
815
Balasa Dinverno & Foltz
$348K -$6.07K -79 -2%
KFC
816
Klingenstein Fields & Co
New York
$348K -$384 -5 -0.1%
MCM
817
McMillion Capital Management
North Carolina
$347K +$146K +1,896 +72%
BSB
818
Bangor Savings Bank
Maine
$346K -$13.8K -180 -4%
CAM
819
CG Asset Management
New York
$346K – – –
CFA
820
Capstone Financial Advisors
Illinois
$346K +$346K +4,513 New
HCA
821
Horan Capital Advisors
Ohio
$342K -$76.9K -1,002 -18%
SJIC
822
St. James Investment Company
Texas
$341K +$33.8K +440 +11%
CWM
823
Calamos Wealth Management
Illinois
$340K +$340K +4,424 New
CB
824
Community Bank
New York
$339K -$29.2K -380 -8%
BONST
825
Bank of Nova Scotia Trust
Ontario, Canada
$339K -$16.2K -211 -5%
31 32
33
34 35