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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 %
AAM
276
Advisors Asset Management
Colorado
$7.6M +$54.5K +635 +0.7%
PFC
277
Phocas Financial Corp
California
$7.41M -$94.5K -1,101 -1%
MOACM
278
Mutual of America Capital Management
New York
$7.38M +$575K +6,705 +8%
PA
279
Profund Advisors
Maryland
$7.34M +$28.1K +327 +0.4%
SGAM
280
Steinberg Global Asset Management
Florida
$7.3M +$454K +5,295 +7%
FPB
281
First PREMIER Bank
South Dakota
$7.21M -$15.8K -184 -0.2%
GH
282
GAM Holding
Switzerland
$7.19M +$498K +5,807 +7%
SAM
283
Securian Asset Management
Minnesota
$7.14M +$36.8K +429 +0.5%
ZA
284
Zweig Advisers
Connecticut
$7.1M +$3.34M +39,000 +89%
AIP
285
ARS Investment Partners
New York
$7.07M -$135K -1,578 -2%
GXMC
286
Global X Management Company
New York
$7.03M +$870K +10,136 +14%
BOH
287
Bank of Hawaii
Hawaii
$6.97M -$362K -4,225 -5%
OIM
288
Opus Investment Management
Massachusetts
$6.97M – – –
DAM
289
Delta Asset Management
Tennessee
$6.94M +$18.2K +212 +0.3%
SEI Investments
290
SEI Investments
Pennsylvania
$6.93M -$111K -1,297 -2%
CFA
291
Carroll Financial Associates
North Carolina
$6.92M +$278K +3,244 +4%
NMERB
292
New Mexico Educational Retirement Board
New Mexico
$6.89M +$352K +4,100 +5%
Zurich Cantonal Bank
293
Zurich Cantonal Bank
Switzerland
$6.84M +$98.1K +1,143 +1%
QI
294
QS Investors
New York
$6.75M +$1.32M +15,434 +24%
CCM
295
Catawba Capital Management
Virginia
$6.66M +$565K +6,591 +9%
ProShare Advisors
296
ProShare Advisors
Maryland
$6.41M -$341K -3,970 -5%
RJT
297
Raymond James Trust
Florida
$6.37M -$141K -1,638 -2%
LS
298
Livforsakringsbolaget Skandia
Sweden
$6.36M – – –
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$6.18M +$124K +1,450 +2%
HIM
300
Hanlon Investment Management
New Jersey
$6.15M +$1.07M +12,461 +21%
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