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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 %
RCG
1076
Ruggie Capital Group
Florida
$6K -$16.8K -224 -74%
HRC
1077
Hoertkorn Richard Charles
$6K – – –
IPC
1078
Independent Portfolio Consultants
Florida
$6K +$6K +76 New
MWAN
1079
Mariner Wealth Advisors (NYC)
Kansas
$6K +$6K +78 New
WAS
1080
Winch Advisory Services
Wisconsin
$4K +$4K +56 New
KCM
1081
Karp Capital Management
California
$3K – – –
AT
1082
Arden Trust
Delaware
$2.55K +$586 +7,638 +30%
FNBOO
1083
First National Bank of Omaha
Nebraska
$2.45K +$30 +384 +1%
RIM
1084
Ranger International Management
Illinois
$2K – – –
WA
1085
WBH Advisory
Maryland
$1.06K -$2 -25 -0.2%
WG
1086
Welch Group
Alabama
$196 -$10 -130 -5%
EA
1087
Euclid Advisors
Connecticut
– -$129M -1,539,994 Closed
Adage Capital Partners
1088
Adage Capital Partners
Massachusetts
– -$56.1M -671,312 Closed
WMSA
1089
Weiss Multi-Strategy Advisers
New York
– -$8.05M -96,400 Closed
VC
1090
V2 Capital
Illinois
– -$7.44M -88,994 Closed
BCM
1091
Bridgeway Capital Management
Texas
– -$6.26M -74,983 Closed
AC
1092
Allstate Corporation
Illinois
– -$4.34M -51,956 Closed
SFI
1093
SPC Financial Inc
Maryland
– -$3.52M -42,119 Closed
CSS
1094
Cubist Systematic Strategies
Connecticut
– -$2.36M -28,192 Closed
JIM
1095
Jupiter Investment Management
United Kingdom
– -$1.88M -22,500 Closed
NIM
1096
NXG Investment Management
Texas
– -$1.84M -22,000 Closed
SFP
1097
Santa Fe Partners
New Mexico
– -$1.41M -16,862 Closed
Belvedere Trading
1098
Belvedere Trading
Illinois
– -$1.33M -15,920 Closed
AIM
1099
abrdn Investment Management
United Kingdom
– -$1.07M -12,800 Closed
EM
1100
Excalibur Management
Massachusetts
– -$1.05M -12,556 Closed
42 43
44
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