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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 %
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$8.76M +$148K +2,100 +2%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$8.73M +$190K +2,697 +2%
URS
203
Utah Retirement Systems
Utah
$8.69M -$240K -3,400 -3%
CTA
204
Colonial Trust Advisors
South Carolina
$8.68M -$180K -2,552 -2%
GC
205
Guardian Capital
Ontario, Canada
$8.62M -$328K -4,641 -4%
NG
206
NatWest Group
United Kingdom
$8.58M -$4.24K -60 -0%
PNC
207
Park National Corp
Ohio
$8.53M -$82.1K -1,162 -1%
ORIO
208
Old Republic International (ORI)
Illinois
$8.48M – – –
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$8.41M -$523K -7,409 -6%
BC
210
Bruce & Co
Illinois
$8.4M +$7.06M +100,000 +526%
BG
211
Bollard Group
Massachusetts
$8.33M +$300K +4,242 +4%
TSW
212
Thompson Siegel & Walmsley
Virginia
$8.21M +$7.69M +108,950 +1,500%
SI
213
Stephens Inc
Arkansas
$8.08M -$481K -6,808 -6%
CIC
214
Canal Insurance Company
South Carolina
$8.06M – – –
SF
215
Synovus Financial
Georgia
$7.97M +$160K +2,268 +2%
QI
216
Qualcomm Inc
California
$7.95M +$7.85M +111,122 +8,064%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$7.91M -$98.2K -1,389 -1%
SIM
218
Sadoff Investment Management
Wisconsin
$7.9M +$112K +1,592 +1%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$7.82M -$89K -1,253 -1%
GCA
220
Guardian Capital Advisors
Ontario, Canada
$7.79M +$167K +2,246 +2%
SAM
221
Securian Asset Management
Minnesota
$7.77M +$576K +8,153 +8%
EIP
222
Energy Income Partners
Connecticut
$7.77M +$229K +3,240 +3%
RCYC
223
Richard C. Young & Co
Rhode Island
$7.68M -$1.38M -19,484 -15%
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.67M – – –
American Century Companies
225
American Century Companies
Missouri
$7.61M +$2.24M +31,744 +42%
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