DUK icon

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
1
Wellington Management Group
Massachusetts
$1.15B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$422M
3
LM
3
Luminus Management
Texas
$163M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.12B
5
Cohen & Steers
5
Cohen & Steers
New York
$126M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$824M
2
Ameriprise
2
Ameriprise
Minnesota
$188M
3
BA
3
BlackRock Advisors
Delaware
$22.5M
4
State Street
4
State Street
Massachusetts
$2.6B
5
EA
5
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$18.2M +$15.6M +203,165 +608%
National Pension Service
152
National Pension Service
South Korea
$18M +$711K +9,263 +4%
Stifel Financial
153
Stifel Financial
Missouri
$17.8M -$28.3M -368,293 -61%
Credit Agricole
154
Credit Agricole
France
$17.6M -$4.09M -53,300 -19%
VDI
155
Vaughan David Investments
Illinois
$17.5M +$34.3K +447 +0.2%
BMO
156
Beck Mack & Oliver
New York
$16.9M +$156K +2,038 +0.9%
NFA
157
Nationwide Fund Advisors
Ohio
$16.9M -$169K -2,205 -1%
AG
158
Aperio Group
California
$16.3M +$861K +11,217 +6%
CCMH
159
Cornerstone Capital Management Holdings
New York
$16M +$2.05M +26,674 +15%
MAM
160
Magellan Asset Management
Australia
$15.9M -$715K -9,317 -4%
SCM
161
Symons Capital Management
Pennsylvania
$15.8M -$21.1K -275 -0.1%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$15.7M +$192K +2,500 +1%
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$15.5M -$12.5M -162,971 -45%
MHC
164
Meyer Handelman Company
New York
$15.5M – – –
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$15.5M -$9.22M -120,133 -37%
OTPPB
166
Ontario Teachers' Pension Plan Board
Ontario, Canada
$15.4M +$6.69M +87,066 +77%
TG
167
TCW Group
California
$15.3M +$111K +1,450 +0.7%
AI
168
Analytic Investors
California
$15.2M -$311K -4,057 -2%
Janus Henderson Group
169
Janus Henderson Group
United Kingdom
$15.1M -$473K -6,160 -3%
RCM
170
Riverhead Capital Management
Delaware
$15M +$36.2K +471 +0.2%
LPL Financial
171
LPL Financial
California
$14.8M -$1.23M -16,035 -8%
Korea Investment Corp
172
Korea Investment Corp
South Korea
$14.6M +$392K +5,100 +3%
HAI
173
Hennessy Advisors Inc
California
$14.5M +$192K +2,500 +1%
EAM
174
Edge Asset Management
Washington
$14.3M +$3.93M +51,125 +38%
HIMCH
175
Hartford Investment Management Co (HIMCO)
Connecticut
$13.7M -$580K -7,556 -4%
5 6
7
8 9