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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
1
Massachusetts Financial Services
Massachusetts
$448M
2
Deutsche Bank
2
Deutsche Bank
Germany
$370M
3
HI
3
Honeywell International
North Carolina
$51.1M
4
CBOA
4
Commonwealth Bank of Australia
Australia
$166M
5
Franklin Resources
5
Franklin Resources
California
$1.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$502M
2
Capital World Investors
2
Capital World Investors
California
$416M
3
State Street
3
State Street
Massachusetts
$2.23B
4
BIT
4
BlackRock Institutional Trust
California
$1.31B
5
VFA
5
Virtus Fund Advisers
Connecticut
$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$22.5M +$688K +9,749 +3%
BA
127
BlackRock Advisors
Delaware
$22.2M +$1.5M +21,269 +7%
MIH
128
Madison Investment Holdings
Wisconsin
$22M -$4.09M -57,980 -16%
Citigroup
129
Citigroup
New York
$20.7M -$1.02M -14,491 -5%
AIG
130
American International Group
New York
$20.1M -$950K -13,456 -5%
EAM
131
Edge Asset Management
Washington
$19.9M +$6.78M +96,031 +52%
TSU
132
TD Securities (USA)
New York
$19.8M +$1.83M +25,889 +10%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$19.8M +$136K +1,922 +0.7%
LCM
134
Laurion Capital Management
New York
$19.7M +$19.7M +279,232 New
Caisse de Depot et Placement du Quebec (CDPQ)
135
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.6M -$2.41M -34,100 -11%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$19.5M +$416K +5,897 +2%
TU
137
TDAM USA
Ontario, Canada
$19.3M -$796K -11,268 -4%
National Pension Service
138
National Pension Service
South Korea
$19.2M +$2.69M +38,023 +16%
CC
139
Chubb Corp
New Jersey
$19.2M – – –
HIM
140
Hermes Investment Management
United Kingdom
$19M +$212K +3,000 +1%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$18.7M -$3.22M -45,659 -15%
PI
142
Putnam Investments
Massachusetts
$18.3M -$155K -2,194 -0.8%
ST
143
Sabal Trust
Florida
$18.2M +$559K +7,918 +3%
TPSF
144
Texas Permanent School Fund
Texas
$17.8M -$927K -13,120 -5%
MAM
145
Magellan Asset Management
Australia
$17.7M +$3.04M +43,074 +21%
AG
146
Aperio Group
California
$17.4M +$2.41M +34,102 +16%
Stifel Financial
147
Stifel Financial
Missouri
$17.4M +$1.1M +15,548 +7%
PP
148
PDT Partners
New York
$17.3M -$4.35M -61,611 -20%
VOYA Investment Management
149
VOYA Investment Management
Georgia
$17.1M -$509K -7,213 -3%
BSPF
150
British Steel Pension Fund
United Kingdom
$17M -$3.39M -48,000 -17%
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6
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