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Duke Energy
DUK

Overview Fund Activity

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
351
Delta Lloyd
Netherlands
$3.93M -$180K -2,237 -4%
ACM
352
Argyle Capital Management
Pennsylvania
$3.92M – – –
FNT
353
First National Trust
Pennsylvania
$3.91M -$171K -2,120 -4%
BG
354
Bahl & Gaynor
Ohio
$3.88M -$131K -1,618 -3%
AT
355
Arden Trust
Delaware
$3.87M +$11.5K +143 +0.3%
FIM
356
Foresters Investment Management
New York
$3.85M – – –
CC
357
Cornerstone Capital
California
$3.83M +$339K +4,205 +10%
Victory Capital Management
358
Victory Capital Management
Texas
$3.8M +$269K +3,339 +8%
Mirae Asset Global Investments
359
Mirae Asset Global Investments
South Korea
$3.79M +$686K +8,504 +22%
GWM
360
Geneos Wealth Management
Colorado
$3.77M +$3.77M +46,417 New
CAM
361
Capstone Asset Management
Texas
$3.72M -$169K -2,090 -4%
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$3.71M -$177K -2,200 -5%
I
363
IberiaBank
Louisiana
$3.71M -$302K -3,743 -8%
AIM
364
Anchor Investment Management
South Carolina
$3.71M +$3.71M +45,955 New
Neuberger Berman Group
365
Neuberger Berman Group
New York
$3.65M +$1.29K +16 +0%
FAT
366
First American Trust
California
$3.61M +$1.65M +20,496 +84%
CIA
367
Capital Investment Advisors
Georgia
$3.6M +$57K +706 +2%
FAAS
368
First Allied Advisory Services
California
$3.59M -$180K -2,242 -5%
LMGAM
369
Liberty Mutual Group Asset Management
Massachusetts
$3.57M +$257K +3,190 +8%
ZA
370
Zweig Advisers
Connecticut
$3.55M – – –
BCM
371
Brookstone Capital Management
Illinois
$3.55M +$2.95M +36,595 +495%
PA
372
Pinnacle Associates
New York
$3.51M +$116K +1,440 +3%
MAA
373
Matrix Asset Advisors
New York
$3.48M -$810K -10,042 -19%
OI
374
Oakbrook Investments
Illinois
$3.44M -$61.8K -766 -2%
MFS
375
MSI Financial Services
Massachusetts
$3.43M +$281K +3,486 +9%
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