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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 %
PSC
1001
Prentiss Smith & Co
Vermont
$91K -$14K -183 -13%
WCM
1002
Wealthcare Capital Management
Virginia
$87K +$73.1K +950 +528%
WOC
1003
West Oak Capital
California
$85.9K -$15.4K -200 -15%
JIR
1004
James Investment Research
Ohio
$85K – – –
RI
1005
Redwood Investments
Massachusetts
$84K – – –
WA
1006
Waverly Advisors
Alabama
$84K +$75.5K +986 +888%
AF
1007
Arrow Financial
New York
$82K -$5.63K -73 -6%
NSIM
1008
North Star Investment Management
Illinois
$75K +$77 +1 +0.1%
BWA
1009
Burt Wealth Advisors
Maryland
$70K – – –
TWMP
1010
Taylor Wealth Management Partners
Massachusetts
$67K +$67K +868 New
SAC
1011
Smith Affiliated Capital
New York
$66.8K -$72.7K – –
JIC
1012
Joel Isaacson & Co
New York
$66K +$5.67K +74 +9%
OFS
1013
Orrstown Financial Services
Pennsylvania
$64K – – –
GAM
1014
Gemmer Asset Management
California
$62K – – –
GWM
1015
Gupta Wealth Management
California
$62K +$62K +809 New
LWA
1016
Lowe Wealth Advisors
Maryland
$61K – – –
FWM
1017
Focused Wealth Management
New York
$60K – – –
MCM
1018
MV Capital Management
Maryland
$57K – – –
JAM
1019
Jolley Asset Management
North Carolina
$54K -$151K -1,964 -74%
AP
1020
Atwood & Palmer
Missouri
$53K – – –
ATC
1021
Adirondack Trust Company
New York
$51K +$22.7K +295 +80%
CG
1022
Colony Group
Massachusetts
$47K – – –
TWA
1023
TCI Wealth Advisors
Arizona
$47K – – –
DOA
1024
D'Orazio & Associates
Virginia
$44K +$154 +2 +0.4%
VNA
1025
Valley National Advisers
Pennsylvania
$44K +$12.8K +169 +41%
39 40
41
42 43