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Duke Energy
DUK

Overview Fund Activity

1,207 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 453 increasing their positions, 435 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+59
Holders Change %
+5.14%
% of All Funds
30.22%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.5%
New
137
Increased
453
Reduced
435
Closed
62
Calls
$257M
Puts
$191M
Net Calls
+$66.1M
Net Calls Change
+$10.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
2
Prudential Financial
Prudential Financial
New Jersey
+$123M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$88.8M
4
Asset Management One
Asset Management One
Japan
+$85.8M
5
Millennium Management
Millennium Management
New York
+$42.8M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$412M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$254M
3
Capital World Investors
Capital World Investors
California
-$194M
4
MTB
Mizuho Trust & Banking
Japan
-$89.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWIC
326
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.65M +$45.3K +584 +1%
PAG
327
Private Advisor Group
New Jersey
$4.61M +$1.07M +13,902 +30%
TCM
328
Tufton Capital Management
Maryland
$4.59M +$19.6K +252 +0.4%
SGCA
329
Steel Grove Capital Advisors
Tennessee
$4.57M +$358K +4,609 +8%
Squarepoint
330
Squarepoint
New York
$4.55M +$1.6M +20,673 +54%
RW
331
Rand Wealth
Maryland
$4.54M +$101K +1,301 +2%
LDB
332
Lee, Danner & Bass
Tennessee
$4.51M +$53.8K +693 +1%
HFS
333
HL Financial Services
Kentucky
$4.38M -$346K -4,458 -7%
WIC
334
Woodmont Investment Counsel
Tennessee
$4.35M +$306K +3,936 +8%
Neuberger Berman Group
335
Neuberger Berman Group
New York
$4.34M -$1.57M -20,255 -27%
LAM
336
Lebenthal Asset Management
New York
$4.33M +$184K +2,369 +4%
WB
337
WesBanco Bank
West Virginia
$4.32M -$20.1K -259 -0.5%
UR
338
USCA RIA
Texas
$4.2M +$2.32M +29,948 +124%
BBA
339
BLB&B Advisors
Pennsylvania
$4.05M -$4.97K -64 -0.1%
CIBC World Market
340
CIBC World Market
Ontario, Canada
$4.05M -$3.33M -42,861 -45%
CFC
341
Cincinnati Financial Corp
Ohio
$4.04M – – –
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$4.01M -$152K -1,960 -4%
PDN
343
Pensionfund DSM Netherlands
Netherlands
$4M -$466K -6,000 -10%
FI
344
FormulaFolio Investments
Michigan
$3.96M +$109K +1,403 +3%
LMGAM
345
Liberty Mutual Group Asset Management
Massachusetts
$3.93M +$262K +3,378 +7%
BIA
346
Barry Investment Advisors
Massachusetts
$3.92M +$5.43K +70 +0.1%
EIA
347
Edgemoor Investment Advisors
Maryland
$3.9M +$1.5M +19,303 +62%
KRS
348
Kentucky Retirement Systems
Kentucky
$3.88M -$207K -2,661 -5%
CC
349
Cornerstone Capital
California
$3.83M +$78K +1,005 +2%
PAM
350
Panagora Asset Management
Massachusetts
$3.82M +$221K +2,847 +6%
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