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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
1
Wellington Management Group
Massachusetts
$1.15B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$422M
3
LM
3
Luminus Management
Texas
$163M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.12B
5
Cohen & Steers
5
Cohen & Steers
New York
$126M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$824M
2
Ameriprise
2
Ameriprise
Minnesota
$188M
3
BA
3
BlackRock Advisors
Delaware
$22.5M
4
State Street
4
State Street
Massachusetts
$2.6B
5
EA
5
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$65.9M +$14.3M +185,800 +28%
VFA
77
Virtus Fund Advisers
Connecticut
$65.7M +$9.86M +128,390 +18%
Nuveen Asset Management
78
Nuveen Asset Management
Illinois
$65.4M +$24.8M +323,072 +61%
WHRC
79
W.H. Reaves & Co
New Jersey
$63.1M -$2.19M -28,525 -3%
BJ
80
BlackRock Japan
Japan
$61.6M -$4.16M -54,147 -6%
GIA
81
Gateway Investment Advisers
Ohio
$60.2M -$1.28M -16,622 -2%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$58M +$3.91M +50,987 +7%
Jennison Associates
83
Jennison Associates
New York
$56.8M -$30.6M -398,674 -35%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$55.9M +$26.3M +342,153 +89%
SO
85
STRS Ohio
Ohio
$55.5M -$301K -3,917 -0.5%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$54.8M -$19.1M -248,515 -26%
LCOV
87
London Company of Virginia
Virginia
$54.2M +$10.8M +140,740 +25%
First Trust Advisors
88
First Trust Advisors
Illinois
$52.3M -$2.31M -30,128 -4%
H
89
Hexavest
Quebec, Canada
$51M -$2.8M -36,414 -5%
GC
90
Guggenheim Capital
Illinois
$50.5M -$10.3M -133,820 -17%
CNB
91
City National Bank
California
$49.5M +$4.75M +61,807 +11%
T
92
TOBAM
France
$49.5M +$24.9M +324,008 +101%
NMIMC
93
Northwestern Mutual Investment Management Company
Wisconsin
$48.5M +$48.5M +632,130 New
USAA
94
United Services Automobile Association
Texas
$48.4M -$2.76M -35,912 -5%
SM
95
Seminole Management
New York
$48M +$6.31M +82,133 +15%
Canada Life
96
Canada Life
Manitoba, Canada
$46.3M +$2.02M +26,345 +5%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$43.4M +$2.79M +36,356 +7%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$43.2M +$1.49M +19,422 +4%
GF
99
Gabelli Funds
New York
$42.9M -$10.7M -139,000 -20%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$41.9M -$5.46M -71,089 -12%
2 3
4
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