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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 %
STI
876
Susquehanna Trust & Investment
Pennsylvania
$240K – – –
CEP
877
Chicago Equity Partners
Illinois
$240K +$240K +3,400 New
KB
878
Kimelman & Baird
New York
$238K -$131K -1,860 -36%
CCM
879
Compton Capital Management
Rhode Island
$235K +$7.06K +100 +3%
SAM
880
SignalPoint Asset Management
Missouri
$234K – – –
SCM
881
Salem Capital Management
Massachusetts
$233K – – –
CIS
882
Capital International Sarl
California
$233K – – –
KTC
883
Kistler-Tiffany Companies
Pennsylvania
$232K +$65.1K +924 +39%
NCM
884
Novare Capital Management
North Carolina
$231K -$19K -270 -8%
BSW
885
Buckingham Strategic Wealth
Missouri
$231K +$8.62K +122 +4%
FMB
886
Field & Main Bank
Kentucky
$230K – – –
PIM
887
Penobscot Investment Management
Massachusetts
$227K -$1.9K -27 -0.8%
CIS
888
Connors Investor Services
Pennsylvania
$226K +$4.58K +65 +2%
WFMPM
889
Woodley Farra Manion Portfolio Management
Indiana
$222K -$17.6K -250 -7%
FAM
890
Formidable Asset Management
Ohio
$221K +$423 +6 +0.2%
AP
891
AHL Partners
United Kingdom
$219K +$24.6K +349 +13%
Luther King Capital Management (LKCM)
892
Luther King Capital Management (LKCM)
Texas
$217K – – –
MCM
893
Monarch Capital Management
Indiana
$217K – – –
RFA
894
Reilly Financial Advisors
California
$216K -$82.7K -1,173 -28%
ABC
895
Associated Banc-Corp
Wisconsin
$216K -$3.53K -50 -2%
AWM
896
Avior Wealth Management
Nebraska
$215K -$3.53K -50 -2%
HL
897
HeadInvest LLC
Maine
$215K – – –
ST
898
Spot Trading
Illinois
$214K -$1.13M -16,075 -84%
BRA
899
Bender Robert & Associates
California
$214K -$4.95K -70 -2%
GLI
900
Guardian Life Insurance
New York
$214K -$4.45K -63 -2%
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