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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 %
DAM
276
Delta Asset Management
Tennessee
$6.53M +$47.1K +589 +0.7%
FPB
277
First PREMIER Bank
South Dakota
$6.51M -$218K -2,723 -3%
OIM
278
Opus Investment Management
Massachusetts
$6.5M – – –
BOH
279
Bank of Hawaii
Hawaii
$6.34M -$169K -2,109 -3%
FA
280
FDx Advisors
Illinois
$6.33M +$1.18M +14,757 +23%
CCM
281
Catawba Capital Management
Virginia
$6.29M +$76.4K +955 +1%
PA
282
Profund Advisors
Maryland
$6.2M -$651K -8,138 -10%
Neuberger Berman Group
283
Neuberger Berman Group
New York
$6.1M +$1.79M +22,417 +42%
William Blair & Company
284
William Blair & Company
Illinois
$6.05M +$515K +6,430 +9%
MA
285
MUFG Americas
New York
$5.94M +$1.91M +23,902 +48%
PFC
286
Phocas Financial Corp
California
$5.86M -$1.05M -13,125 -15%
RJT
287
Raymond James Trust
Florida
$5.86M -$85.6K -1,070 -1%
BF
288
BOK Financial
Oklahoma
$5.78M +$572K +7,141 +11%
NB
289
Norinchukin Bank
Japan
$5.74M +$52.1K +651 +0.9%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$5.72M -$47.3K -591 -0.8%
WAM
291
World Asset Management
Michigan
$5.72M +$103K +1,291 +2%
OPERF
292
Oregon Public Employees Retirement Fund
Oregon
$5.7M -$4.74M -59,177 -45%
CAI
293
Capital Advisors Inc
Oklahoma
$5.69M -$3.94M -49,172 -41%
AG
294
Advisor Group
Arizona
$5.68M +$759K +9,483 +15%
ACM
295
Azimuth Capital Management
Michigan
$5.61M -$105K -1,316 -2%
NMERB
296
New Mexico Educational Retirement Board
New Mexico
$5.58M -$848K -10,600 -13%
FFSOTS
297
Fiduciary Financial Services of The Southwest
Texas
$5.57M -$98.1K -1,226 -2%
LSV Asset Management
298
LSV Asset Management
Illinois
$5.47M -$6.17M -77,100 -53%
NMIMC
299
Northwestern Mutual Investment Management Company
Wisconsin
$5.46M -$71M -887,474 -93%
FMLI
300
Fukoku Mutual Life Insurance
Japan
$5.38M +$4.97M +62,100 +1,230%
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