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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 %
CC
351
Cornerstone Capital
California
$3.87M +$64K +800 +2%
RIL
352
Rothschild Investment LLC
Illinois
$3.82M +$114K +1,418 +3%
VFA
353
Voya Financial Advisors
Connecticut
$3.8M +$1.08M +13,503 +40%
ACM
354
Argyle Capital Management
Pennsylvania
$3.8M -$80K -999 -2%
LMGAM
355
Liberty Mutual Group Asset Management
Massachusetts
$3.78M -$27.9K -348 -0.7%
FNBOO
356
First National Bank of Omaha
Nebraska
$3.76M +$414K +5,170 +12%
Brown Advisory
357
Brown Advisory
Maryland
$3.75M +$408K +5,103 +12%
NIPH
358
NN Investment Partners Holdings
Netherlands
$3.75M +$368K +4,602 +11%
AIM
359
Anchor Investment Management
South Carolina
$3.73M +$21K +262 +0.6%
Capstone Investment Advisors
360
Capstone Investment Advisors
New York
$3.73M +$3.73M +46,605 New
CIA
361
Capital Investment Advisors
Georgia
$3.73M +$48.2K +602 +1%
BCM
362
Buckhead Capital Management
Georgia
$3.72M +$472K +5,893 +15%
PAM
363
Panagora Asset Management
Massachusetts
$3.71M -$558K -6,972 -13%
BL
364
BCWM LLC
Kansas
$3.66M +$35.1K +438 +1%
EWM
365
Evercore Wealth Management
New York
$3.61M +$2.17M +27,170 +152%
FIM
366
Foresters Investment Management
New York
$3.58M +$36K +450 +1%
CFSG
367
Community Financial Services Group
Vermont
$3.58M -$1.04M -12,984 -23%
FB
368
Fulton Bank
Pennsylvania
$3.56M +$61.9K +773 +2%
PAG
369
Private Advisor Group
New Jersey
$3.55M -$329K -4,241 -8%
XK
370
Xact Kapitalforvaltning
Sweden
$3.55M +$3.55M +44,331 New
MFS
371
MSI Financial Services
Massachusetts
$3.52M +$25.8K +322 +0.7%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$3.51M -$104K -1,300 -3%
MC
373
Moors & Cabot
Massachusetts
$3.46M +$119K +1,486 +4%
PJSIMP
374
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.39M +$39.1K +488 +1%
FAT
375
First American Trust
California
$3.39M -$91.7K -1,146 -3%
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