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Duke Energy
DUK

Overview Fund Activity

1,063 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 404 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
404
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$221M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$128M
3
LM
Luminus Management
Texas
+$109M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$89.7M
5
Capital International Investors
Capital International Investors
California
+$85.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61.4M
4
JHIU
Janus Henderson Investors US
Colorado
-$50.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
826
Halsey Associates
Connecticut
$308K – – –
W
827
Wealthquest
Ohio
$305K +$3.53K +49 +1%
HCA
828
Horan Capital Advisors
Ohio
$303K -$12K -167 -4%
PWLP
829
Prio Wealth Limited Partnership
Massachusetts
$303K – – –
GF
830
Gerstein Fisher
New York
$301K +$15.9K +221 +6%
WEC
831
Winslow Evans & Crocker
Massachusetts
$301K -$33.4K -464 -10%
FC
832
Forte Capital
New York
$300K +$1.8K +25 +0.6%
MA
833
MCF Advisors
Kentucky
$299K -$293K -4,075 -50%
CFA
834
Capstone Financial Advisors
Illinois
$298K -$29.8K -415 -9%
PCMI
835
Princeton Capital Management Inc
New Jersey
$296K -$32.4K -450 -10%
HCM
836
Horrell Capital Management
Arkansas
$296K – – –
BAM
837
Brave Asset Management
New Jersey
$295K – – –
SFA
838
Sequoia Financial Advisors
Ohio
$295K – – –
BDF
839
Balasa Dinverno & Foltz
$293K -$57.2K -795 -16%
CC
840
Cannell & Co
New York
$291K -$5.39K -75 -2%
PP
841
Prudential plc
United Kingdom
$291K – – –
MHS
842
M Holdings Securities
Oregon
$291K +$291K +4,048 New
GLI
843
Guardian Life Insurance
New York
$290K +$72.1K +1,002 +33%
AW
844
ACG Wealth
Georgia
$288K -$8.19K -114 -3%
PIA
845
Peachtree Investment Advisors
Georgia
$288K +$2.95K +41 +1%
EMG
846
Ellington Management Group
Connecticut
$288K +$288K +4,000 New
SIG
847
Sky Investment Group
Connecticut
$287K – – –
CWP
848
Capital Wealth Planning
Florida
$284K – – –
CCG
849
Cypress Capital Group
Florida
$283K – – –
KCM
850
Kanawha Capital Management
Virginia
$281K +$934 +13 +0.3%
32 33
34
35 36