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Duke Energy
DUK

Overview Fund Activity

1,161 hedge funds and large institutions have $34B invested in Duke Energy in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 491 increasing their positions, 394 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+28
Holders Change %
+2.47%
% of All Funds
31.03%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.72%
New
86
Increased
491
Reduced
394
Closed
48
Calls
$277M
Puts
$172M
Net Calls
+$105M
Net Calls Change
-$25.4M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$172M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$127M
3
Macquarie Group
Macquarie Group
Australia
+$97.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$79.7M
5
Barclays
Barclays
United Kingdom
+$67.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.15B
2
Franklin Resources
Franklin Resources
California
-$139M
3
Renaissance Technologies
Renaissance Technologies
New York
-$115M
4
ZP
Zimmer Partners
New York
-$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$76.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISB
401
Iowa State Bank
Iowa
$3.32M +$127K +1,475 +4%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$3.3M -$107K -1,243 -3%
BB
403
Bell Bank
North Dakota
$3.25M +$233K +2,716 +8%
CCT
404
Chemung Canal Trust
New York
$3.24M -$2.68M -31,226 -45%
RP
405
Rowlandmiller & Partners
Georgia
$3.23M -$121K -1,405 -4%
AOWM
406
Alpha Omega Wealth Management
Virginia
$3.21M +$14.8K +172 +0.5%
PAM
407
Private Asset Management
California
$3.2M -$2.18M -25,386 -41%
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$3.17M -$136K -1,586 -4%
I
409
IberiaBank
Louisiana
$3.15M -$800K -9,327 -20%
RWM
410
Rench Wealth Management
Texas
$3.15M +$36.5K +426 +1%
OCM
411
Orleans Capital Management
Louisiana
$3.14M +$40.7K +475 +1%
IWA
412
Intercontinental Wealth Advisors
Texas
$3.12M -$87.4K -1,019 -3%
UCFA
413
United Capital Financial Advisors
Texas
$3.12M -$1.25M -14,542 -29%
BIA
414
Biondo Investment Advisors
Pennsylvania
$3.11M +$207K +2,416 +7%
FSA
415
Franklin Street Advisors
North Carolina
$3.11M +$63.3K +738 +2%
JIC
416
Johnson Investment Counsel
Ohio
$3.1M +$43.7K +509 +1%
SCCM
417
Schafer Cullen Capital Management
New York
$3.08M -$155K -1,803 -5%
TF
418
Tompkins Financial
New York
$3.06M +$205K +2,390 +7%
BAC
419
Boys Arnold & Co
North Carolina
$3.03M +$2.09M +24,316 +220%
PHIMC
420
Private Harbour Investment Management & Counsel
Ohio
$3.02M +$703K +8,196 +30%
WSFS
421
Wilmington Savings Fund Society
Delaware
$3M -$56.7K -661 -2%
AUB
422
Atlantic Union Bankshares
Virginia
$2.98M +$230K +2,681 +8%
WRHAM
423
W.R. Huff Asset Management
Florida
$2.92M +$482K +5,620 +20%
SWM
424
Segment Wealth Management
Texas
$2.91M -$10.7K -125 -0.4%
MERSOM
425
Municipal Employees' Retirement System of Michigan
Michigan
$2.9M +$680K +7,930 +31%
15 16
17
18 19