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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
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 %
TAM
201
Tocqueville Asset Management
New York
$10.1M +$265K +3,449 +3%
BSA
202
Braun Stacey Associates
New York
$9.89M -$66K -859 -0.7%
KeyBank National Association
203
KeyBank National Association
Ohio
$9.88M -$656K -8,539 -6%
GCA
204
Guardian Capital Advisors
Ontario, Canada
$9.87M -$23.8K -248 -0.2%
RCYC
205
Richard C. Young & Co
Rhode Island
$9.85M +$5.07K +66 +0.1%
CDH
206
Charles D. Hyman
$9.81M -$31.8K -414 -0.3%
QAM
207
QCI Asset Management
New York
$9.76M +$188K +2,450 +2%
GC
208
Guardian Capital
Ontario, Canada
$9.73M -$147K -1,916 -1%
FCI
209
Financial Counselors Inc
Kansas
$9.72M -$45.2K -589 -0.5%
URS
210
Utah Retirement Systems
Utah
$9.71M +$315K +4,100 +3%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$9.71M +$178K +2,324 +2%
CTA
212
Colonial Trust Advisors
South Carolina
$9.63M +$2.01M +26,198 +26%
ProShare Advisors
213
ProShare Advisors
Maryland
$9.59M -$1.42M -18,485 -13%
EB
214
Eastern Bank
Massachusetts
$9.51M -$283K -3,681 -3%
PNC
215
Park National Corp
Ohio
$9.37M -$283K -3,687 -3%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$9.36M +$154K +2,000 +2%
NG
217
NatWest Group
United Kingdom
$9.34M -$424K -5,529 -4%
SI
218
Stephens Inc
Arkansas
$9.3M +$130K +1,694 +1%
PCA
219
Personal Capital Advisors
California
$9.29M +$1.6M +20,781 +21%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$9.28M -$36K -469 -0.4%
ORIO
221
Old Republic International (ORI)
Illinois
$9.22M – – –
BC
222
Bruce & Co
Illinois
$9.16M – – –
Neuberger Berman Group
223
Neuberger Berman Group
New York
$9.03M +$3.38M +44,035 +60%
CIC
224
Canal Insurance Company
South Carolina
$8.77M – – –
BG
225
Bollard Group
Massachusetts
$8.74M +$816K +10,631 +10%
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