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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 %
BAM
826
Brave Asset Management
New Jersey
$290K – – –
FWCM
827
Ferguson Wellman Capital Management
Oregon
$288K +$17.6K +249 +7%
PP
828
Prudential plc
United Kingdom
$286K – – –
CWP
829
Capital Wealth Planning
Florida
$284K -$512K -7,250 -64%
SIG
830
Sky Investment Group
Connecticut
$281K – – –
PIA
831
Peachtree Investment Advisors
Georgia
$280K -$5.51K -78 -2%
GF
832
Gerstein Fisher
New York
$280K +$11.6K +164 +4%
CCB
833
Cutter & Co Brokerage
Missouri
$279K -$120K -1,696 -30%
CCG
834
Cypress Capital Group
Florida
$278K -$7.07K -100 -2%
CCT
835
Capital City Trust
Florida
$278K +$14.1K +200 +5%
MCM
836
Mengis Capital Management
Oregon
$275K – – –
KCM
837
Kanawha Capital Management
Virginia
$275K +$6.63K +94 +2%
EGA
838
Eagle Global Advisors
Texas
$274K – – –
RT
839
Rockland Trust
Massachusetts
$274K +$24.7K +349 +10%
CPA
840
Capital Planning Advisors
California
$272K -$88.3K -1,250 -25%
ACI
841
Alpha Cubed Investments
California
$272K +$272K +3,852 New
EP
842
Edgestream Partners
New Jersey
$271K +$271K +3,842 New
CR
843
Cooperatieve Rabobank
Netherlands
$270K -$201K -2,850 -43%
EFSCE
844
Enterprise Financial Services Corp (EFSC)
Missouri
$270K -$8.19K -116 -3%
GT
845
Greenleaf Trust
Michigan
$266K – – –
LIA
846
LBMC Investment Advisors
Tennessee
$265K -$11.8K -167 -4%
NPIT
847
National Penn Investors Trust
Pennsylvania
$265K -$3.45K -49 -1%
WP
848
WealthPLAN Partners
Nebraska
$261K -$4.3K -61 -2%
VFP
849
Verus Financial Partners
Virginia
$261K +$706 +10 +0.3%
GIP
850
Greatmark Investment Partners
Georgia
$259K +$6.36K +90 +3%
32 33
34
35 36