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Duke Energy
DUK

Overview Fund Activity

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANI
251
American National Insurance
Texas
$7.65M -$29.4K -365 -0.4%
WF
252
Welch & Forbes
Massachusetts
$7.62M +$3.63K +45 +0%
Loomis, Sayles & Company
253
Loomis, Sayles & Company
Massachusetts
$7.6M – – –
TRSOTSOK
254
Teachers Retirement System of the State of Kentucky
Kentucky
$7.55M +$121K +1,500 +2%
IRF
255
IBM Retirement Fund
New York
$7.5M -$6.44M -77,770 -46%
EARNEST Partners
256
EARNEST Partners
Georgia
$7.5M -$2.57M -31,878 -26%
O
257
OppenheimerFunds
New York
$7.44M -$351K -4,353 -5%
SSWM
258
Smith Salley Wealth Management
North Carolina
$7.4M +$149K +1,851 +2%
MSA
259
Mason Street Advisors
Wisconsin
$7.4M +$143K +1,770 +2%
GT
260
Glenmede Trust
Pennsylvania
$7.28M +$94.2K +1,168 +1%
PP
261
PDT Partners
New York
$7.26M +$7.26M +90,037 New
B
262
BP
United Kingdom
$7.26M – – –
SOADOR
263
State of Alaska Department of Revenue
Alaska
$7.15M +$5.08M +62,968 +245%
AAM
264
Advisors Asset Management
Colorado
$7.09M +$95K +1,178 +1%
Schroder Investment Management Group
265
Schroder Investment Management Group
United Kingdom
$7.08M +$3.76M +46,810 +113%
PFC
266
Phocas Financial Corp
California
$7.05M -$84.6K -1,049 -1%
Creative Planning
267
Creative Planning
Kansas
$7.04M -$223K -2,761 -3%
Asset Management One
268
Asset Management One
Japan
$6.94M -$931K -11,583 -12%
BOH
269
Bank of Hawaii
Hawaii
$6.9M -$816K -10,111 -11%
PA
270
Profund Advisors
Maryland
$6.88M +$2.93M +36,342 +74%
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$6.86M -$31.2K -387 -0.5%
FPB
272
First PREMIER Bank
South Dakota
$6.8M +$203K +2,520 +3%
AIP
273
ARS Investment Partners
New York
$6.77M +$41.6K +516 +0.6%
FNBT
274
FineMark National Bank & Trust
Florida
$6.74M +$1.89M +23,428 +39%
AC
275
Allstate Corporation
Illinois
$6.69M +$4.9M +60,683 +273%
9 10
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