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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 %
HA
826
Halsey Associates
Connecticut
$329K – – –
PWLP
827
Prio Wealth Limited Partnership
Massachusetts
$328K +$30.4K +396 +10%
LWCFA
828
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$326K -$254K -3,315 -44%
WKWM
829
Walter & Keenan Wealth Management
Indiana
$326K – – –
RFA
830
Reilly Financial Advisors
California
$325K +$135K +1,765 +71%
FWM
831
Frontier Wealth Management
Missouri
$323K +$36.3K +474 +13%
FHC
832
First Heartland Consultants
Missouri
$322K -$7.84K -102 -2%
AW
833
ACG Wealth
Georgia
$321K -$82.1K -1,069 -20%
SCM
834
Southport Capital Management
Tennessee
$320K – – –
W
835
Wealthquest
Ohio
$320K +$1.61K +21 +0.5%
ASN
836
Advisory Services Network
Georgia
$320K +$129K +1,641 +67%
CC
837
Cannell & Co
New York
$317K – – –
HCM
838
Horrell Capital Management
Arkansas
$316K – – –
LP
839
LMR Partners
United Kingdom
$316K +$316K +4,123 New
BAM
840
Brave Asset Management
New Jersey
$315K -$677K -8,824 -68%
SFA
841
Sequoia Financial Advisors
Ohio
$315K +$315K +4,106 New
PP
842
Prudential plc
United Kingdom
$311K – – –
PIA
843
Peachtree Investment Advisors
Georgia
$310K +$2.76K +36 +0.9%
CCG
844
Cypress Capital Group
Florida
$309K -$8.65K -113 -3%
Two Sigma Investments
845
Two Sigma Investments
New York
$308K +$308K +4,010 New
SIG
846
Sky Investment Group
Connecticut
$306K – – –
MIC
847
Meridian Investment Counsel
California
$306K – – –
QC
848
QCM Cayman
Texas
$305K +$305K +3,974 New
EFSCE
849
Enterprise Financial Services Corp (EFSC)
Missouri
$303K – – –
LIA
850
LBMC Investment Advisors
Tennessee
$301K – – –
32 33
34
35 36