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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 %
IRF
176
IBM Retirement Fund
New York
$11.9M -$347K -4,916 -3%
HAI
177
Hennessy Advisors Inc
California
$11.6M -$1.77M -25,000 -13%
TIAAOA
178
Teachers Insurance & Annuity Association of America
New York
$11.4M – – –
EIM
179
ExxonMobil Investment Management
Texas
$10.8M -$1.17M -16,635 -10%
PIA
180
Piedmont Investment Advisors
North Carolina
$10.6M +$10.6M +150,135 +163,190%
FAF
181
Fjarde Ap-fonden
Sweden
$10.6M -$471K -6,670 -4%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$10.5M +$3.36M +47,565 +47%
PCA
183
Personal Capital Advisors
California
$10.2M +$1.62M +22,830 +19%
BSA
184
Braun Stacey Associates
New York
$10.2M +$4.74M +111,678 +87%
FWIA
185
Fort Washington Investment Advisors
Ohio
$10.1M -$226K -3,198 -2%
Nomura Asset Management
186
Nomura Asset Management
Japan
$10M -$77.7K -1,100 -0.8%
Calamos Advisors
187
Calamos Advisors
Illinois
$9.92M -$487K -6,895 -5%
OC
188
Oppenheimer & Co
New York
$9.79M +$88.4K +1,252 +0.9%
GGI
189
Godsey & Gibb Inc
Virginia
$9.56M +$6.57K +93 +0.1%
QAM
190
QCI Asset Management
New York
$9.34M +$363K +5,146 +4%
EVM
191
Eaton Vance Management
Massachusetts
$9.3M -$279K -3,944 -3%
EARNEST Partners
192
EARNEST Partners
Georgia
$9.21M -$468K -6,621 -5%
BTS
193
BB&T Securities
Virginia
$9.19M -$51.8K -733 -0.6%
SC
194
SouthState Corp
Florida
$9.04M +$1.19M +16,877 +15%
CDH
195
Charles D. Hyman
$8.97M -$50.4K -714 -0.6%
FCI
196
Financial Counselors Inc
Kansas
$8.96M +$18.6K +264 +0.2%
EB
197
Eastern Bank
Massachusetts
$8.88M +$130K +1,834 +1%
SG Americas Securities
198
SG Americas Securities
New York
$8.83M -$1.99M -28,235 -18%
KeyBank National Association
199
KeyBank National Association
Ohio
$8.83M -$261K -3,699 -3%
TAM
200
Tocqueville Asset Management
New York
$8.8M -$496K -7,030 -5%
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