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Duke Energy
DUK

Overview Fund Activity

1,096 hedge funds and large institutions have $27.8B invested in Duke Energy in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 429 increasing their positions, 392 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+33
Holders Change %
+3.1%
% of All Funds
28.78%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
113
Increased
429
Reduced
392
Closed
65
Calls
$215M
Puts
$124M
Net Calls
+$90.9M
Net Calls Change
+$46.1M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$1.05B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$90.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$58.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$260M
2
Franklin Resources
Franklin Resources
California
-$123M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$109M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
5
Ameriprise
Ameriprise
Minnesota
-$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
851
Regis Management Company
California
$325K +$325K +4,559 New
BCP
852
Berkeley Capital Partners
Georgia
$324K +$324K +4,544 New
SCM
853
Southport Capital Management
Tennessee
$323K – – –
MMG
854
Monetary Management Group
Missouri
$319K – – –
AAC
855
Asset Advisors Corp
Georgia
$318K -$14.6K -205 -4%
PAIA
856
Park Avenue Institutional Advisers
New York
$318K -$8.63K -121 -3%
SAMC
857
Shinko Asset Management Company
Japan
$317K -$278K -3,900 -47%
DP
858
Dearborn Partners
Illinois
$316K -$3.21K -45 -1%
AP
859
Appleton Partners
Massachusetts
$315K +$286 +4 +0.1%
WAM
860
Wealthspire Advisors (Maryland)
Maryland
$315K +$315K +4,419 New
GHA
861
GW Henssler & Associates
Georgia
$314K -$183K -2,560 -37%
CAMG
862
CWA Asset Management Group
Florida
$314K +$314K +4,395 New
RMCM
863
Reynders McVeigh Capital Management
Massachusetts
$313K +$313K +4,389 New
PCMI
864
Princeton Capital Management Inc
New Jersey
$312K +$18.5K +260 +6%
BSB
865
Bangor Savings Bank
Maine
$310K -$21.4K -300 -6%
PWLP
866
Prio Wealth Limited Partnership
Massachusetts
$308K +$6.99K +98 +2%
HA
867
Halsey Associates
Connecticut
$307K +$1.14K +16 +0.4%
PG
868
Patten Group
Tennessee
$306K -$39.6K -555 -11%
BONST
869
Bank of Nova Scotia Trust
Ontario, Canada
$305K -$2.57K -36 -0.8%
AW
870
ACG Wealth
Georgia
$305K +$18.7K +262 +7%
MA
871
MCF Advisors
Kentucky
$304K +$6.79K +95 +2%
CNC
872
Citizens & Northern Corp
Pennsylvania
$301K +$301K +4,210 New
WEC
873
Winslow Evans & Crocker
Massachusetts
$301K +$2.28K +32 +0.8%
ACI
874
Alpha Cubed Investments
California
$299K -$32.7K -457 -10%
WA1
875
Wimmer Associates 1
California
$299K +$299K +4,192 New
33 34
35
36 37