DUK icon

Duke Energy
DUK

Overview Fund Activity

1,096 hedge funds and large institutions have $27.8B invested in Duke Energy in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 429 increasing their positions, 392 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+33
Holders Change %
+3.1%
% of All Funds
28.78%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
113
Increased
429
Reduced
392
Closed
65
Calls
$215M
Puts
$124M
Net Calls
+$90.9M
Net Calls Change
+$46.1M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$1.05B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$90.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$58.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$260M
2
Franklin Resources
Franklin Resources
California
-$123M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$109M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
5
Ameriprise
Ameriprise
Minnesota
-$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
401
D.A. Davidson & Co
Montana
$2.7M +$88.2K +1,237 +3%
AOWM
402
Alpha Omega Wealth Management
Virginia
$2.69M +$2.69M +37,713 New
ISL
403
Ingalls & Snyder LLC
New York
$2.68M -$15.7K -220 -0.6%
LIA
404
LS Investment Advisors
Michigan
$2.68M +$51K +715 +2%
TMAM
405
Tokio Marine Asset Management
Japan
$2.68M -$166K -2,321 -6%
SM
406
Stratton Management
Pennsylvania
$2.68M -$409K -5,730 -13%
ISB
407
Iowa State Bank
Iowa
$2.65M +$111K +1,555 +4%
DnB Asset Management
408
DnB Asset Management
Norway
$2.65M -$107K -1,500 -4%
OCM
409
Orleans Capital Management
Louisiana
$2.63M -$10.9K -152 -0.4%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$238K +3,339 +10%
RWM
411
Rench Wealth Management
Texas
$2.61M +$16.8K +236 +0.7%
NEAM
412
New England Asset Management
Connecticut
$2.6M -$1.05M -14,700 -29%
HIMC
413
Heritage Investors Management Corp
Maryland
$2.58M +$62.8K +880 +2%
OPCM
414
Osborne Partners Capital Management
California
$2.57M -$73.7K -1,033 -3%
FSA
415
Franklin Street Advisors
North Carolina
$2.56M -$201K -2,820 -7%
MA
416
Marshwinds Advisory
Georgia
$2.51M -$120K -1,681 -5%
IA
417
Icon Advisers
Colorado
$2.5M +$1.38M +19,300 +123%
WSFS
418
Wilmington Savings Fund Society
Delaware
$2.49M +$78.2K +1,095 +3%
BCM
419
BTR Capital Management
California
$2.48M +$69.6K +975 +3%
CGT
420
Capital Guardian Trust
California
$2.47M +$743K +10,400 +43%
BB
421
Bell Bank
North Dakota
$2.47M +$1.49M +20,856 +152%
LCM
422
Logan Capital Management
Pennsylvania
$2.46M – – –
ADBIC
423
A.D. Beadell Investment Counsel
Wisconsin
$2.46M – – –
RIA
424
Regal Investment Advisors
Michigan
$2.46M +$53.8K +754 +2%
RC
425
RBO & Co
California
$2.44M +$108K +1,514 +5%
15 16
17
18 19