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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 %
DC
301
Deere & Company
Illinois
$5.35M +$193K +2,408 +4%
CCC
302
Cincinnati Casualty Company
Ohio
$5.31M – – –
UFG
303
United Fire Group
Iowa
$5.29M – – –
ICOA
304
Investment Centers of America
North Dakota
$5.26M +$304K +3,793 +6%
CGH
305
Crossmark Global Holdings
Texas
$5.24M +$5.24M +62,462 New
IRF
306
IBM Retirement Fund
New York
$5.21M -$2.04M -25,522 -28%
TG
307
TCW Group
California
$5.08M +$32K +400 +0.6%
Natixis Advisors
308
Natixis Advisors
Massachusetts
$5.08M +$79.2K +989 +2%
CL
309
Choreo LLC
Illinois
$5.07M +$14.1K +176 +0.3%
AMIM
310
Aull & Monroe Investment Management
Alabama
$5.06M -$15.8K -198 -0.3%
CAM
311
Capstone Asset Management
Texas
$5.03M +$307K +3,835 +7%
CM
312
Crestline Management
Texas
$4.93M +$4.93M +61,562 New
GWM
313
Geneos Wealth Management
Colorado
$4.91M +$970K +12,132 +25%
LIM
314
Leavell Investment Management
Alabama
$4.9M +$32.8K +410 +0.7%
HFS
315
HL Financial Services
Kentucky
$4.87M -$99.4K -1,242 -2%
BCM
316
Brookstone Capital Management
Illinois
$4.79M +$616K +7,691 +15%
MYAM
317
Meiji Yasuda Asset Management
Japan
$4.78M +$1.17M +14,630 +32%
SBWIC
318
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.75M -$1.28K -16 -0%
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$4.73M -$2.87M -35,900 -38%
DADC
320
D.A. Davidson & Co
Montana
$4.72M +$1.46M +18,255 +45%
TCM
321
Tufton Capital Management
Maryland
$4.72M -$8.48K -106 -0.2%
GHAM
322
Gilman Hill Asset Management
Connecticut
$4.65M +$193K +2,409 +4%
PDN
323
Pensionfund DSM Netherlands
Netherlands
$4.6M – – –
LDB
324
Lee, Danner & Bass
Tennessee
$4.6M -$116K -1,445 -2%
ProShare Advisors
325
ProShare Advisors
Maryland
$4.59M -$1.4M -17,457 -23%
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