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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 %
N
401
Natixis
France
$2.99M +$2.99M +37,363 New
AOWM
402
Alpha Omega Wealth Management
Virginia
$2.97M -$21.1K -263 -0.7%
SBIA
403
Sheaff Brock Investment Advisors
Indiana
$2.95M -$5.6K -70 -0.2%
LW
404
Linscomb Wealth
Texas
$2.94M +$314K +3,924 +12%
MDCM
405
Morgan Dempsey Capital Management
Wisconsin
$2.94M +$581K +7,263 +25%
OCM
406
Orleans Capital Management
Louisiana
$2.93M – – –
TMAM
407
Tokio Marine Asset Management
Japan
$2.92M -$215K -2,687 -7%
FIM
408
Frontier Investment Management
Texas
$2.9M -$637K -796 -18%
BIA
409
Biondo Investment Advisors
Pennsylvania
$2.9M -$7.77K -97 -0.3%
TFA
410
Transamerica Financial Advisors
Florida
$2.88M +$265K +3,305 +10%
IWA
411
Intercontinental Wealth Advisors
Texas
$2.88M -$32.5K -406 -1%
ISL
412
Ingalls & Snyder LLC
New York
$2.87M -$248K -3,101 -8%
AWA
413
ARS Wealth Advisors
Florida
$2.87M +$189K +2,364 +7%
DnB Asset Management
414
DnB Asset Management
Norway
$2.86M -$2.51M -31,406 -47%
AUB
415
Atlantic Union Bankshares
Virginia
$2.85M +$70.8K +884 +3%
BAC
416
Boys Arnold & Co
North Carolina
$2.83M -$160 -2 -0%
GL
417
GLG LLC
New York
$2.81M +$2.81M +35,100 New
SIM
418
Sentry Investment Management
Wisconsin
$2.8M -$1.49M -18,654 -35%
SCCM
419
Schafer Cullen Capital Management
New York
$2.77M -$107K -1,340 -4%
CWM
420
Calamos Wealth Management
Illinois
$2.75M +$365K +4,554 +15%
MERSOM
421
Municipal Employees' Retirement System of Michigan
Michigan
$2.71M +$4K +50 +0.1%
TF
422
Tompkins Financial
New York
$2.71M -$143K -1,784 -5%
MBTD
423
Mechanics Bank - Trust Department
California
$2.71M +$42.8K +534 +2%
WRHAM
424
W.R. Huff Asset Management
Florida
$2.7M -$18K -225 -0.7%
PHIMC
425
Private Harbour Investment Management & Counsel
Ohio
$2.69M -$128K -1,601 -5%
15 16
17
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