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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 %
FBNAT
426
FirstMerit Bank N.A. Trustee
Ohio
$2.9M -$87.5K -1,020 -3%
SW
427
SVB Wealth
Massachusetts
$2.88M -$238K -2,778 -8%
AWA
428
ARS Wealth Advisors
Florida
$2.87M +$68.2K +795 +2%
HIMC
429
Heritage Investors Management Corp
Maryland
$2.85M -$175K -2,040 -6%
MBTD
430
Mechanics Bank - Trust Department
California
$2.85M +$10.5K +122 +0.4%
VFA
431
Voya Financial Advisors
Connecticut
$2.85M +$1.12M +13,326 +65%
LW
432
Linscomb Wealth
Texas
$2.82M -$142K -1,660 -5%
Mirae Asset Global Investments
433
Mirae Asset Global Investments
South Korea
$2.81M -$1.22M -14,205 -30%
TFA
434
Transamerica Financial Advisors
Florida
$2.8M -$17.4K -203 -0.6%
VAM
435
Visionary Asset Management
Texas
$2.77M +$86.4K +1,008 +3%
TCMG
436
TSP Capital Management Group
New Jersey
$2.76M -$11.4K -133 -0.4%
MA
437
Marshwinds Advisory
Georgia
$2.74M -$49.3K -575 -2%
CI
438
Conning Inc
Connecticut
$2.72M +$11.2K +130 +0.4%
AB
439
Amalgamated Bank
New York
$2.71M +$640K +7,629 +31%
EIA
440
Edgemoor Investment Advisors
Maryland
$2.71M +$1.3M +15,129 +92%
SLI
441
Sumitomo Life Insurance
Japan
$2.7M -$95.1K -1,108 -3%
HH
442
Hilltop Holdings
Texas
$2.68M +$84.2K +982 +3%
HDIM
443
Hanson & Doremus Investment Management
Vermont
$2.65M -$33K -385 -1%
BFA
444
Benedict Financial Advisors
Georgia
$2.64M -$31.2K -364 -1%
SA
445
Strategic Advisors
New York
$2.64M -$131K -1,525 -5%
NLI
446
Nippon Life Insurance
Japan
$2.63M -$45.3K -528 -2%
ECM
447
ETrade Capital Management
Virginia
$2.62M +$1.05M +12,262 +67%
MCM
448
Murphy Capital Management
New Jersey
$2.59M -$105K -1,225 -4%
LA
449
Lynch & Associates
Indiana
$2.58M +$15.4K +179 +0.6%
CCM
450
Cohen Capital Management
California
$2.57M – – –
16 17
18
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