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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.12B 40,571,861 +1,226,123 +3%
State Street
2
State Street
Massachusetts
$2.6B 33,851,010 -1,732,240 -5%
Franklin Resources
3
Franklin Resources
California
$1.5B 19,597,443 -530,263 -3%
BIT
4
BlackRock Institutional Trust
California
$1.49B 19,375,796 +335,877 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.15B 14,937,122 +4,980,566 +50%
Capital Research Global Investors
6
Capital Research Global Investors
California
$824M 10,725,695 -3,293,639 -23%
BFA
7
BlackRock Fund Advisors
California
$790M 10,289,123 -945,686 -8%
Capital World Investors
8
Capital World Investors
California
$703M 9,157,723 -27,000 -0.3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$682M 8,878,233 -144,510 -2%
Northern Trust
10
Northern Trust
Illinois
$670M 8,722,938 -182,171 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$587M 7,648,783 -258,128 -3%
Federated Hermes
12
Federated Hermes
Pennsylvania
$581M 7,561,063 +36,723 +0.5%
BG
13
BlackRock Group
United Kingdom
$427M 5,560,670 -169,805 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$422M 5,501,190 +3,288,756 +149%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$418M 5,454,747 +122,741 +2%
Invesco
16
Invesco
Georgia
$414M 5,391,647 +438,226 +9%
Norges Bank
17
Norges Bank
Norway
$368M 4,788,642 -903,451 -16%
Deutsche Bank
18
Deutsche Bank
Germany
$356M 4,633,243 +300,797 +7%
EIP
19
Epoch Investment Partners
New York
$323M 4,211,352 +14,898 +0.4%
TCIM
20
TIAA CREF Investment Management
New York
$323M 4,211,235 +245,568 +6%
Legal & General Group
21
Legal & General Group
United Kingdom
$301M 3,915,369 +123,358 +3%
Morgan Stanley
22
Morgan Stanley
New York
$269M 3,508,186 +171,780 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$256M 3,340,088 -499,408 -13%
UBS AM
24
UBS AM
Illinois
$256M 3,336,338 -82,102 -2%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$247M 3,220,164 – –
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