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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 %
MCM
926
Manchester Capital Management
Vermont
$167K – – –
QCG
927
Quadrant Capital Group
Ohio
$167K +$167K +2,404 New
VFA
928
Virtus Fund Advisers
Connecticut
$162K -$60.1M -853,399 -100%
CBT
929
Central Bank & Trust
Kentucky
$157K +$7.08K +100 +5%
AA
930
AlphaMark Advisors
Kentucky
$153K – – –
VNA
931
Valley National Advisers
Pennsylvania
$153K +$112K +1,581 +273%
WTB
932
Washington Trust Bank
Washington
$151K -$41K -579 -21%
IWM
933
Integrated Wealth Management
California
$149K +$21.1K +299 +17%
MSFP
934
Mark Sheptoff Financial Planning
Connecticut
$148K +$14.1K +200 +11%
TCM
935
Tradewinds Capital Management
Washington
$146K -$5.74K -81 -4%
PIM
936
Parasol Investment Management
Illinois
$143K +$26.2K +370 +22%
CFN
937
Cordasco Financial Network
Florida
$141K – – –
HIM
938
Hillsdale Investment Management
Ontario, Canada
$141K +$21.2K +300 +18%
CP
939
Corbenic Partners
Pennsylvania
$138K – – –
TRCT
940
Tower Research Capital (TRC)
New York
$133K +$126K +1,785 +1,785%
NYLIM
941
New York Life Investment Management
New York
$127K – – –
DBT
942
Dubuque Bank & Trust
Iowa
$125K +$125K +1,770 New
JWM
943
Jacobus Wealth Management
Wisconsin
$123K +$1.2K +17 +1%
CAM
944
Cacti Asset Management
Georgia
$118K – – –
MWP
945
MYCIO Wealth Partners
Pennsylvania
$113K -$41.1K -582 -27%
DA
946
Dunvegan Associates
California
$113K – – –
VIA
947
Vantage Investment Advisors
Pennsylvania
$112K -$126K -1,782 -53%
BRWM
948
B. Riley Wealth Management
Tennessee
$112K -$11.1K -159 -9%
PMFA
949
Plante Moran Financial Advisors
Michigan
$111K +$1.06K +15 +1%
NIMI
950
Natixis Investment Managers International
France
$109K -$953K -13,482 -90%
36 37
38
39 40