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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 %
RW
326
Rand Wealth
Maryland
$4.57M +$163K +2,038 +4%
WB
327
WesBanco Bank
West Virginia
$4.48M -$182K -2,275 -4%
I
328
IberiaBank
Louisiana
$4.45M +$1.51M +18,891 +52%
ZIG
329
Zurich Insurance Group
Switzerland
$4.44M -$5.54M -69,248 -56%
SGCA
330
Steel Grove Capital Advisors
Tennessee
$4.34M +$103K +1,284 +2%
MCM
331
Maryland Capital Management
Maryland
$4.29M -$15.8K -197 -0.4%
SMDAM
332
Sumitomo Mitsui DS Asset Management
Japan
$4.29M +$64.3K +803 +2%
LAM
333
Lebenthal Asset Management
New York
$4.28M -$8K -100 -0.2%
DL
334
Delta Lloyd
Netherlands
$4.26M +$758K +9,465 +22%
KRS
335
Kentucky Retirement Systems
Kentucky
$4.21M -$475K -5,929 -10%
BCM
336
Birmingham Capital Management
Alabama
$4.19M – – –
BBA
337
BLB&B Advisors
Pennsylvania
$4.18M -$21.1K -264 -0.5%
WIC
338
Woodmont Investment Counsel
Tennessee
$4.17M -$73.3K -916 -2%
JG
339
Jefferies Group
New York
$4.16M +$3.78M +47,293 +1,001%
CFC
340
Cincinnati Financial Corp
Ohio
$4.16M – – –
BIA
341
Barry Investment Advisors
Massachusetts
$4.04M -$412K -5,151 -9%
ACC
342
Accident Compensation Corp
New Zealand
$3.99M +$160K +2,000 +4%
FI
343
FormulaFolio Investments
Michigan
$3.97M -$62.6K -782 -2%
SCM
344
Sterling Capital Management
North Carolina
$3.97M +$358K +4,478 +10%
FNT
345
First National Trust
Pennsylvania
$3.95M +$199K +2,491 +5%
TYCC
346
Texas Yale Capital Corp
Florida
$3.95M -$191K -2,384 -5%
WSFS
347
Wilmington Savings Fund Society
Delaware
$3.95M +$1.15M +14,402 +41%
DCM
348
Dupont Capital Management
Delaware
$3.94M – – –
TSW
349
Thompson Siegel & Walmsley
Virginia
$3.94M -$768K -9,597 -16%
WFG
350
Windsor Financial Group
Minnesota
$3.93M -$106K -1,320 -3%
12 13
14
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