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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 %
Fisher Asset Management
876
Fisher Asset Management
Washington
$278K +$38.1K +496 +16%
BA
877
Bennicas & Associates
California
$277K -$59.3K -773 -18%
BUB
878
BBVA USA Bancshares
Texas
$276K +$4.22K +55 +2%
GIP
879
Greatmark Investment Partners
Georgia
$274K +$1.61K +21 +0.6%
JWM
880
Jackson Wealth Management
Florida
$272K -$28.3K -369 -9%
NCM
881
Novare Capital Management
North Carolina
$272K – – –
FC
882
Financial Consulate
Maryland
$272K – – –
RT
883
Rockland Trust
Massachusetts
$271K -$9.6K -125 -3%
FMWA
884
Forvis Mazars Wealth Advisors
Missouri
$270K +$11.6K +152 +5%
CCM
885
Covington Capital Management
California
$270K +$77.6K +1,011 +40%
TCM
886
Twin Capital Management
Pennsylvania
$269K -$115K -1,500 -30%
NB
887
NBT Bank
New York
$266K +$27K +352 +11%
SC
888
Saturna Capital
Washington
$265K – – –
JPMIA
889
J.P. Marvel Investment Advisors
Massachusetts
$265K – – –
Fidelity International
890
Fidelity International
Bermuda
$265K +$80.6K +1,048 +44%
STMM
891
South Texas Money Management
Texas
$262K +$61.3K +797 +31%
STI
892
Susquehanna Trust & Investment
Pennsylvania
$261K -$62.1K -809 -19%
WFMPM
893
Woodley Farra Manion Portfolio Management
Indiana
$261K +$261K +3,398 New
VIA
894
Vantage Investment Advisors
Pennsylvania
$258K +$169K +2,207 +191%
CD
895
Carl Domino
Florida
$256K -$21.7K -282 -8%
SCM
896
Salem Capital Management
Massachusetts
$253K – – –
CIS
897
Capital International Sarl
California
$253K – – –
BFO
898
Boston Family Office
Massachusetts
$252K -$2.53K -33 -1%
IAM
899
Impax Asset Management
New Hampshire
$252K +$15.5K +201 +7%
FMB
900
Field & Main Bank
Kentucky
$250K -$12.8K -166 -5%
34 35
36
37 38