DUK icon

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 %
W
851
Wealthfront
California
$258K -$141K -1,987 -35%
MIC
852
Meridian Investment Counsel
California
$258K -$23.5K -333 -8%
CCM
853
Crossvault Capital Management
Texas
$257K -$7.07K -100 -3%
CBU
854
CIBC Bank USA
Illinois
$256K -$93.4K -1,321 -27%
LNB
855
Ledyard National Bank
$255K -$2.82K -40 -1%
BA
856
Bennicas & Associates
California
$255K – – –
PHS
857
Pekin Hardy Strauss
Illinois
$254K -$7.05K -100 -3%
STMM
858
South Texas Money Management
Texas
$254K +$13.2K +187 +5%
IAM
859
Impax Asset Management
New Hampshire
$254K +$23.1K +327 +10%
FMWA
860
Forvis Mazars Wealth Advisors
Missouri
$253K +$4.38K +62 +2%
WP
861
WMS Partners
Maryland
$250K +$51.3K +727 +26%
EWM
862
Evermay Wealth Management
Virginia
$248K -$24.9K -352 -9%
CCM
863
Covington Capital Management
California
$248K – – –
UR
864
USCA RIA
Texas
$247K -$13.4K -190 -5%
BUB
865
BBVA USA Bancshares
Texas
$247K -$7.5K -106 -3%
TCM
866
Twin Capital Management
Pennsylvania
$247K – – –
AP
867
Appleton Partners
Massachusetts
$246K +$23.8K +338 +11%
SC
868
Saturna Capital
Washington
$244K – – –
Fidelity International
869
Fidelity International
Bermuda
$243K – – –
GJIC
870
Gamble Jones Investment Counsel
California
$242K -$13.8K -196 -5%
KPCM
871
Kings Point Capital Management
New York
$242K +$26.5K +375 +12%
DCM
872
Dynamic Capital Management
Jersey
$242K +$242K +3,424 New
MCM
873
McMillion Capital Management
North Carolina
$241K -$77.6K -1,100 -24%
JPMIA
874
J.P. Marvel Investment Advisors
Massachusetts
$241K -$2.33K -33 -1%
P
875
Pitcairn
Pennsylvania
$240K -$22.9K -323 -9%
33 34
35
36 37