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Duke Energy
DUK

Overview Fund Activity

1,148 hedge funds and large institutions have $31.3B invested in Duke Energy in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 471 increasing their positions, 400 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
-13
Holders Change %
-1.12%
% of All Funds
30.68%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.61%
New
68
Increased
471
Reduced
400
Closed
66
Calls
$243M
Puts
$187M
Net Calls
+$55.8M
Net Calls Change
-$49M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
2
Barclays
Barclays
United Kingdom
+$293M
3
ZP
Zimmer Partners
New York
+$79.6M
4
O
OppenheimerFunds
New York
+$68.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$59.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$392M
2
CBOA
Commonwealth Bank of Australia
Australia
-$273M
3
Capital World Investors
Capital World Investors
California
-$170M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$129M
5
Capital International Investors
Capital International Investors
California
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
251
CIBC World Market
Ontario, Canada
$7.6M -$670K -8,376 -8%
CAN
252
Cetera Advisor Networks
California
$7.6M +$2.24M +27,943 +42%
AT
253
Acadia Trust
Maine
$7.6M -$65.8K -822 -0.9%
ANI
254
American National Insurance
Texas
$7.59M – – –
WF
255
Welch & Forbes
Massachusetts
$7.54M -$51K -637 -0.7%
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
$7.54M – – –
GCA
257
Guardian Capital Advisors
Ontario, Canada
$7.52M -$67.4K -886 -0.9%
GXMC
258
Global X Management Company
New York
$7.47M +$914K +11,416 +14%
MSA
259
Mason Street Advisors
Wisconsin
$7.46M +$32.7K +408 +0.4%
SAM
260
Securian Asset Management
Minnesota
$7.35M +$686K +8,566 +10%
EARNEST Partners
261
EARNEST Partners
Georgia
$7.27M -$148K -1,855 -2%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$7.15M – – –
EVM
263
Eaton Vance Management
Massachusetts
$6.99M -$707K -8,830 -9%
QI
264
QS Investors
New York
$6.98M +$680K +8,500 +11%
AAM
265
Advisors Asset Management
Colorado
$6.97M -$115K -1,434 -2%
CFA
266
Carroll Financial Associates
North Carolina
$6.94M +$485K +6,054 +8%
AL
267
Airain Ltd
Guernsey
$6.9M +$6.9M +86,145 New
FNBT
268
FineMark National Bank & Trust
Florida
$6.89M -$481K -6,007 -7%
Asset Management One
269
Asset Management One
Japan
$6.85M -$796K -9,910 -10%
SGAM
270
Steinberg Global Asset Management
Florida
$6.84M +$29.1K +363 +0.4%
B
271
BP
United Kingdom
$6.8M -$400K -5,000 -6%
GH
272
GAM Holding
Switzerland
$6.75M +$35.9K +448 +0.5%
AIP
273
ARS Investment Partners
New York
$6.67M +$78.9K +986 +1%
Victory Capital Management
274
Victory Capital Management
Texas
$6.64M +$2.15M +26,905 +48%
MOACM
275
Mutual of America Capital Management
New York
$6.54M -$345K -4,316 -5%
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