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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 %
DOA
1001
D'Orazio & Associates
Virginia
$40K -$282 -4 -0.7%
SCA
1002
Strategic Capital Alternatives
United States
$39K – – –
SSG
1003
Summit Securities Group
New York
$35K +$21K +300 +150%
CFA
1004
Camarda Financial Advisors
Florida
$33K – – –
JAM
1005
JCIC Asset Management
Ontario, Canada
$32K – – –
SIG
1006
Stanford Investment Group
California
$31K – – –
ACS
1007
Archford Capital Strategies
Illinois
$30K +$142 +2 +0.5%
TWMP
1008
Taylor Wealth Management Partners
Massachusetts
$29K -$31.5K -452 -52%
MCA
1009
Mercer Capital Advisers
New Jersey
$29K – – –
AC
1010
Alexandria Capital
Virginia
$29K +$71 +1 +0.2%
VCM
1011
Vigilant Capital Management
Maine
$26K -$12.1K -175 -32%
NC
1012
NewSquare Capital
Pennsylvania
$26K – – –
UFA
1013
US Financial Advisors
Massachusetts
$26K – – –
HCM
1014
Highlander Capital Management
New Jersey
$26K +$214 +3 +0.8%
SC
1015
Searle & Co
Connecticut
$24K – – –
LWM
1016
Lenox Wealth Management
Ohio
$24K – – –
BL
1017
Balentine LLC
Georgia
$24K – – –
HSA
1018
Hussman Strategic Advisors
Maryland
$24K – – –
Lazard Asset Management
1019
Lazard Asset Management
New York
$23K -$1.04K -15 -4%
Nuveen Asset Management
1020
Nuveen Asset Management
Illinois
$22.6K -$37.5K -531,345 -62%
KA
1021
Klingman & Associates
New York
$22K – – –
MIM
1022
Macroview Investment Management
Maryland
$21K -$3.25M -46,498 -99%
AA
1023
Apriem Advisors
California
$21K – – –
SGC
1024
South Georgia Capital
Illinois
$21K – – –
FMT
1025
First Mercantile Trust
Tennessee
$20K – – –
39 40
41
42 43