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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 %
FC
876
Forte Capital
New York
$297K – – –
CFA
877
Capstone Financial Advisors
Illinois
$293K -$3.29K -46 -1%
BAM
878
Brave Asset Management
New Jersey
$293K – – –
CC
879
Cannell & Co
New York
$289K – – –
PP
880
Prudential plc
United Kingdom
$289K – – –
ADL
881
Asset Dedication LLC
California
$289K +$289K +4,044 New
RFA
882
Reilly Financial Advisors
California
$288K +$69.2K +969 +32%
CWP
883
Capital Wealth Planning
Florida
$287K – – –
CCG
884
Cypress Capital Group
Florida
$281K – – –
ERIM
885
Eagle Ridge Investment Management
Connecticut
$281K +$21.4K +300 +8%
MCM
886
Mengis Capital Management
Oregon
$278K – – –
W
887
Wealthfront
California
$278K +$54.7K +766 +25%
EGA
888
Eagle Global Advisors
Texas
$277K – – –
EFSCE
889
Enterprise Financial Services Corp (EFSC)
Missouri
$277K +$2.71K +38 +1%
JG
890
Jefferies Group
New York
$276K +$241K +3,371 +685%
RMAM
891
Raab & Moskowitz Asset Management
New Jersey
$276K +$276K +3,872 New
RBC
892
Ronald Blue & Co
Georgia
$275K -$279K -3,908 -50%
RCAMU
893
Rothschild & Co Asset Management US
Connecticut
$272K +$272K +3,813 New
IAM
894
Impax Asset Management
New Hampshire
$271K +$14.3K +200 +6%
PBO
895
Peoples Bank (Ohio)
Ohio
$271K +$271K +3,792 New
HCA
896
Horan Capital Advisors
Ohio
$269K -$31.7K -443 -11%
IFAM
897
Institutional & Family Asset Management
Colorado
$269K +$269K +3,769 New
VFP
898
Verus Financial Partners
Virginia
$268K +$998 +14 +0.4%
AL
899
AJO LP
Pennsylvania
$266K +$266K +3,731 New
IC
900
Investment Counsel
Michigan
$266K +$266K +3,732 New
34 35
36
37 38