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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
Wellington Management Group
Massachusetts
+$382M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$253M
3
LM
Luminus Management
Texas
+$98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$94.1M
5
Cohen & Steers
Cohen & Steers
New York
+$66.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$253M
2
Ameriprise
Ameriprise
Minnesota
-$164M
3
BA
BlackRock Advisors
Delaware
-$139M
4
State Street
State Street
Massachusetts
-$133M
5
EA
Euclid Advisors
Connecticut
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$145K – – –
IWM
977
Integrated Wealth Management
California
$139K +$139K +1,812 New
NYLIM
978
New York Life Investment Management
New York
$138K – – –
BRWM
979
B. Riley Wealth Management
Tennessee
$134K +$839 +11 +0.6%
JWM
980
Jacobus Wealth Management
Wisconsin
$132K – – –
HIM
981
Hillsdale Investment Management
Ontario, Canada
$131K +$7.71K +100 +6%
IC
982
Intersect Capital
California
$130K +$310 +4 +0.2%
CAM
983
Cacti Asset Management
Georgia
$128K – – –
PIM
984
Parasol Investment Management
Illinois
$127K -$54.1K -703 -30%
HF
985
Hoxton Financial
West Virginia
$122K -$349K -4,536 -74%
DA
986
Dunvegan Associates
California
$122K – – –
PMFA
987
Plante Moran Financial Advisors
Michigan
$120K -$9.6K -125 -7%
GWA
988
Genesis Wealth Advisors
Massachusetts
$120K +$7.99K +104 +7%
ARMC
989
American Research & Management Company
Massachusetts
$117K – – –
AF
990
Allworth Financial
California
$116K +$116K +1,511 New
1832 Asset Management
991
1832 Asset Management
Ontario, Canada
$109K – – –
QI
992
Qualcomm Inc
California
$106K -$13.3M -173,500 -99%
AWS
993
Aris Wealth Services
Pennsylvania
$105K +$105K +1,363 New
NCM
994
Nelson Capital Management
California
$102K – – –
Manulife (Manufacturers Life Insurance)
995
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101K -$1.75K -22,729 -2%
AWM
996
AllSquare Wealth Management
New York
$100K – – –
WA
997
Winfield Associates
Ohio
$98K -$79.6K -1,032 -45%
PCTC
998
Perkins Coie Trust Company
Washington
$98K +$38.8K +507 +66%
ZB
999
Zions Bancorporation
Utah
$97K +$97K +1,270 New
RPG
1000
Risk Paradigm Group
Texas
$93.7K +$93.7K +1,220 New
38 39
40
41 42