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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 %
VAM
426
Visionary Asset Management
Texas
$2.69M +$98.1K +1,226 +4%
MCM
427
Murphy Capital Management
New Jersey
$2.67M +$254K +3,168 +10%
CAMG
428
CWA Asset Management Group
Florida
$2.66M +$263K +3,291 +11%
HIMC
429
Heritage Investors Management Corp
Maryland
$2.63M -$35.7K -446 -1%
CS
430
Candriam SCA
Luxembourg
$2.62M +$773K +9,661 +42%
FSA
431
Franklin Street Advisors
North Carolina
$2.61M -$285K -3,567 -10%
FAAS
432
First Allied Advisory Services
California
$2.61M -$1.06M -13,225 -29%
AB
433
Amalgamated Bank
New York
$2.61M +$16.4K +205 +0.6%
SSWM
434
Smith Salley Wealth Management
North Carolina
$2.6M -$4.93M -61,563 -65%
SW
435
SVB Wealth
Massachusetts
$2.56M -$121K -1,508 -4%
TCMG
436
TSP Capital Management Group
New Jersey
$2.56M -$2.76M -32,185 Closed
SA
437
Strategic Advisors
New York
$2.55M +$91.3K +1,140 +4%
MA
438
Marshwinds Advisory
Georgia
$2.54M -$21.6K -270 -0.8%
PAM
439
Private Asset Management
California
$2.53M -$449K -5,604 -15%
BAM
440
Bruderman Asset Management
New York
$2.48M +$1.87M +23,411 +310%
EIA
441
Edgemoor Investment Advisors
Maryland
$2.48M -$48.1K -601 -2%
NLI
442
Nippon Life Insurance
Japan
$2.47M +$19.4K +242 +0.8%
Susquehanna International Group
443
Susquehanna International Group
Pennsylvania
$2.46M -$1.04M -13,000 -30%
CPP
444
Crow Point Partners
Massachusetts
$2.44M +$2.44M +30,514 New
CCM
445
Cohen Capital Management
California
$2.44M +$36K +450 +2%
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$2.43M -$650K -8,116 -21%
BFA
447
Benedict Financial Advisors
Georgia
$2.42M -$21.4K -271 -0.9%
HH
448
Hilltop Holdings
Texas
$2.41M -$82K -1,025 -3%
LA
449
Lynch & Associates
Indiana
$2.4M -$13.1K -164 -0.5%
RBA
450
Richard Bernstein Advisors
New York
$2.39M – – –
16 17
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