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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 %
Public Sector Pension Investment Board (PSP Investments)
151
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.8M -$501K -7,100 -3%
Millennium Management
152
Millennium Management
New York
$16.6M +$6.54M +92,605 +65%
VDI
153
Vaughan David Investments
Illinois
$16.2M +$179K +2,528 +1%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$16M -$708K -10,031 -4%
Credit Agricole
155
Credit Agricole
France
$15.9M -$299K -4,239 -2%
BMO
156
Beck Mack & Oliver
New York
$15.6M +$81.2K +1,150 +0.5%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$14.9M +$1.06M +15,000 +8%
Truist Financial
158
Truist Financial
North Carolina
$14.7M +$3.93M +55,713 +37%
AI
159
Analytic Investors
California
$14.7M +$703K +9,952 +5%
NFA
160
Nationwide Fund Advisors
Ohio
$14.7M -$837K -11,851 -5%
MHC
161
Meyer Handelman Company
New York
$14.5M +$191K +2,700 +1%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$14.5M +$23.3K +330 +0.2%
MIS
163
Morningstar Investment Services
Illinois
$14.3M +$14.3M +203,171 New
LPL Financial
164
LPL Financial
California
$14.1M +$71.7K +986 +0.5%
RCM
165
Riverhead Capital Management
Delaware
$14M +$159K +2,248 +1%
SCM
166
Symons Capital Management
Pennsylvania
$13.9M -$621K -8,800 -4%
Korea Investment Corp
167
Korea Investment Corp
South Korea
$13.4M – – –
OTPPB
168
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13.2M -$966K -13,677 -7%
BA
169
Bridgewater Associates
Connecticut
$13M +$9.07M +128,400 +230%
HighTower Advisors
170
HighTower Advisors
Illinois
$12.5M +$360K +5,090 +3%
CCMH
171
Cornerstone Capital Management Holdings
New York
$12.5M -$2.2M -31,125 -15%
HIMCH
172
Hartford Investment Management Co (HIMCO)
Connecticut
$12.3M -$256K -3,619 -2%
RFC
173
Regions Financial Corp
Alabama
$12.1M -$420K -5,945 -3%
PR
174
Payden & Rygel
California
$12M – – –
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$12M -$2.24M -31,708 -16%
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