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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 %
CFA
801
Capstone Financial Advisors
Illinois
$322K +$3.53K +50 +1%
GI
802
Gradient Investments
Minnesota
$322K +$131K +1,850 +68%
KFC
803
Klingenstein Fields & Co
New York
$320K – – –
BONST
804
Bank of Nova Scotia Trust
Ontario, Canada
$319K -$870 -12 -0.3%
CAM
805
CG Asset Management
New York
$318K – – –
DP
806
Dearborn Partners
Illinois
$316K -$256K -3,630 -45%
FIM
807
Freedom Investment Management
Connecticut
$315K -$18.3K -259 -5%
BWFM
808
Bridgewater Wealth & Financial Management
Maryland
$314K -$33K -468 -10%
CA
809
CapWealth Advisors
Tennessee
$313K -$429K -6,073 -58%
PL
810
Parkwood LLC
Ohio
$313K -$23.8K -337 -7%
HCA
811
Horan Capital Advisors
Ohio
$309K -$5.86K -83 -2%
CB
812
Community Bank
New York
$305K -$6.72K -95 -2%
HA
813
Halsey Associates
Connecticut
$303K – – –
NGA
814
Naples Global Advisors
Florida
$301K +$36.9K +522 +14%
WKWM
815
Walter & Keenan Wealth Management
Indiana
$300K – – –
ASN
816
Advisory Services Network
Georgia
$298K +$7.95K +112 +3%
PWLP
817
Prio Wealth Limited Partnership
Massachusetts
$297K -$4.23K -60 -1%
W
818
Wealthquest
Ohio
$296K +$1.63K +23 +0.6%
UBWV
819
United Bank (West Virginia)
West Virginia
$295K -$102K -1,444 -26%
SCM
820
Southport Capital Management
Tennessee
$294K -$283 -4 -0.1%
FC
821
Forte Capital
New York
$292K +$18.9K +268 +7%
AW
822
ACG Wealth
Georgia
$291K -$4.03K -57 -1%
CC
823
Cannell & Co
New York
$291K – – –
HCM
824
Horrell Capital Management
Arkansas
$291K – – –
SFA
825
Sequoia Financial Advisors
Ohio
$290K – – –
31 32
33
34 35