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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.85B 40,384,496 -187,365 -0.5%
State Street
2
State Street
Massachusetts
$2.23B 31,532,167 -2,318,843 -7%
Franklin Resources
3
Franklin Resources
California
$1.42B 20,119,840 +522,397 +3%
BIT
4
BlackRock Institutional Trust
California
$1.31B 18,521,092 -854,704 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.08B 15,291,471 +354,349 +2%
BFA
6
BlackRock Fund Advisors
California
$694M 9,822,610 -466,513 -5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$612M 8,663,114 -215,119 -2%
Northern Trust
8
Northern Trust
Illinois
$610M 8,637,923 -85,015 -1%
Federated Hermes
9
Federated Hermes
Pennsylvania
$520M 7,358,345 -202,718 -3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$502M 7,110,695 -3,615,000 -34%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$487M 6,901,844 -746,939 -10%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$448M 6,340,901 +839,711 +15%
Capital World Investors
13
Capital World Investors
California
$416M 5,887,665 -3,270,058 -36%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$391M 5,542,710 +87,963 +2%
BG
15
BlackRock Group
United Kingdom
$387M 5,486,055 -74,615 -1%
Deutsche Bank
16
Deutsche Bank
Germany
$370M 5,235,738 +602,495 +13%
Invesco
17
Invesco
Georgia
$347M 4,920,522 -471,125 -9%
Norges Bank
18
Norges Bank
Norway
$332M 4,703,642 -85,000 -2%
EIP
19
Epoch Investment Partners
New York
$295M 4,180,294 -31,058 -0.7%
Legal & General Group
20
Legal & General Group
United Kingdom
$293M 4,154,986 +239,617 +6%
TCIM
21
TIAA CREF Investment Management
New York
$289M 4,095,635 -115,600 -3%
Morgan Stanley
22
Morgan Stanley
New York
$255M 3,611,575 +103,389 +3%
UBS AM
23
UBS AM
Illinois
$238M 3,374,703 +38,365 +1%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$227M 3,220,164 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$224M 3,177,746 -162,342 -5%
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