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Duke Energy
DUK

Overview Fund Activity

1,161 hedge funds and large institutions have $34B invested in Duke Energy in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 491 increasing their positions, 394 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+28
Holders Change %
+2.47%
% of All Funds
31.03%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.72%
New
86
Increased
491
Reduced
394
Closed
48
Calls
$277M
Puts
$172M
Net Calls
+$105M
Net Calls Change
-$25.4M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$172M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$127M
3
Macquarie Group
Macquarie Group
Australia
+$97.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$79.7M
5
Barclays
Barclays
United Kingdom
+$67.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.15B
2
Franklin Resources
Franklin Resources
California
-$139M
3
Renaissance Technologies
Renaissance Technologies
New York
-$115M
4
ZP
Zimmer Partners
New York
-$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$76.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
251
Guardian Capital Advisors
Ontario, Canada
$8.53M -$234K -2,741 -3%
DC
252
Davenport & Co
Virginia
$8.52M -$413K -4,811 -5%
JGUA
253
John G. Ullman & Associates
New York
$8.43M +$3.78M +44,010 +81%
Jacobs Levy Equity Management
254
Jacobs Levy Equity Management
New Jersey
$8.4M +$7.19M +83,830 +596%
Creative Planning
255
Creative Planning
Kansas
$8.33M +$850K +9,903 +11%
EVM
256
Eaton Vance Management
Massachusetts
$8.25M -$57.1K -665 -0.7%
AT
257
Acadia Trust
Maine
$8.22M -$77.3K -901 -0.9%
MIM
258
Marco Investment Management
Georgia
$8.19M -$524K -6,111 -6%
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$8.15M +$1.93M +22,500 +31%
WF
260
Welch & Forbes
Massachusetts
$8.13M +$30.8K +359 +0.4%
ANI
261
American National Insurance
Texas
$8.13M – – –
SOADOR
262
State of Alaska Department of Revenue
Alaska
$8.13M +$524K +6,103 +7%
Loomis, Sayles & Company
263
Loomis, Sayles & Company
Massachusetts
$8.08M – – –
SSWM
264
Smith Salley Wealth Management
North Carolina
$8.07M +$202K +2,349 +3%
IA
265
IFP Advisors
Florida
$8.06M +$7.12M +82,939 +756%
Asset Management One
266
Asset Management One
Japan
$8.03M +$746K +8,845 +10%
IRF
267
IBM Retirement Fund
New York
$8.01M +$1.94K +22 +0%
MSA
268
Mason Street Advisors
Wisconsin
$7.96M +$94.2K +1,098 +1%
EARNEST Partners
269
EARNEST Partners
Georgia
$7.95M -$24.1K -281 -0.3%
NBC
270
Neuberger Berman Canada
Ontario, Canada
$7.9M +$1.34M +15,656 +20%
FNBT
271
FineMark National Bank & Trust
Florida
$7.9M +$732K +8,527 +10%
B
272
BP
United Kingdom
$7.72M – – –
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$7.7M +$402K +4,684 +6%
GT
274
Glenmede Trust
Pennsylvania
$7.67M -$73.4K -856 -0.9%
TRSOTSOK
275
Teachers Retirement System of the State of Kentucky
Kentucky
$7.67M -$360K -4,200 -4%
9 10
11
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