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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 %
OWD
901
Osborn Williams & Donohoe
Ohio
$214K +$8.25K +115 +4%
CD
902
Carl Domino
Florida
$212K -$23.4K -332 -10%
EGM
903
Engineers Gate Manager
New York
$211K -$345K -4,883 -62%
PGIM
904
Pacific Global Investment Management
California
$211K – – –
CL
905
Croft-Leominster
Maryland
$211K +$71 +1 +0%
MCWS
906
McKinley Carter Wealth Services
West Virginia
$211K +$211K +2,987 New
EIM
907
Essex Investment Management
Massachusetts
$210K – – –
OCM
908
Oakwood Capital Management
California
$209K – – –
MMG
909
Monetary Management Group
Missouri
$209K – – –
NIA
910
Northstar Investment Advisors
Colorado
$208K – – –
DCLA
911
Douglas C. Lane & Associates
New York
$207K -$6.08K -86 -3%
BHBT
912
Burke & Herbert Bank & Trust
Virginia
$203K +$6.36K +90 +3%
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K -$99.3K -1,405 -33%
DWT
914
Dorsey & Whitney Trust
South Dakota
$201K -$1.83K -26 -0.9%
BCM
915
Brookstone Capital Management
Illinois
$200K +$776 +11 +0.4%
CHP
916
Cable Hill Partners
Oregon
$194K – – –
OSNBOA
917
Old Second National Bank of Aurora
Illinois
$187K +$14.1K +200 +8%
LWM
918
LBA Wealth Management
Florida
$186K – – –
HCM
919
Horan Capital Management
Maryland
$184K +$184K +2,610 New
MBT
920
Monroe Bank & Trust
Michigan
$183K -$1.2K -17 -0.7%
BEAM
921
Baker Ellis Asset Management
Washington
$183K – – –
WG
922
Welch Group
Alabama
$180K – – –
M
923
MOTCO
Texas
$179K +$1.41K +20 +0.8%
CFA
924
CT Financial Advisors
Pennsylvania
$174K -$847 -12 -0.5%
FMP
925
Financial Management Professionals
Texas
$168K – – –
35 36
37
38 39