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Duke Energy
DUK

Overview Fund Activity

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
451
Patten & Patten
Tennessee
$2.48M -$94K -1,165 -4%
HH
452
Hilltop Holdings
Texas
$2.44M -$43.8K -543 -2%
LA
453
Lynch & Associates
Indiana
$2.42M +$241K +2,991 +11%
RBA
454
Richard Bernstein Advisors
New York
$2.41M -$1.46M -18,133 -38%
AMG
455
Advisors Management Group
Wisconsin
$2.35M +$2.35M +29,178 New
PFP
456
Pinnacle Financial Partners
Tennessee
$2.35M +$303K +3,759 +15%
NEAM
457
New England Asset Management
Connecticut
$2.33M -$603K -7,470 -21%
TSWM
458
Triangle Securities Wealth Management
North Carolina
$2.33M -$6.7K -83 -0.3%
Nordea Investment Management
459
Nordea Investment Management
Sweden
$2.32M +$235K +2,909 +11%
WRHAM
460
W.R. Huff Asset Management
Florida
$2.29M +$46K +570 +2%
OPCM
461
Osborne Partners Capital Management
California
$2.29M -$612K -7,591 -21%
CCM
462
Cadence Capital Management
Massachusetts
$2.27M -$1.52M -18,878 -40%
NRS
463
Neville Rodie & Shaw
New York
$2.26M +$24.2K +300 +1%
SC
464
Scotia Capital
Ontario, Canada
$2.26M +$1.25M +15,473 +124%
HFBOT
465
Home Federal Bank of Tennessee
Tennessee
$2.25M +$807 +10 +0%
BFA
466
Bragg Financial Advisors
North Carolina
$2.25M +$4.36K +54 +0.2%
PHIMC
467
Private Harbour Investment Management & Counsel
Ohio
$2.18M -$31K -384 -1%
PS
468
Pensionfund Sabic
Netherlands
$2.18M – – –
Fayez Sarofim & Co
469
Fayez Sarofim & Co
Texas
$2.16M – – –
CCM
470
Cohen Capital Management
California
$2.14M – – –
CWM
471
Calamos Wealth Management
Illinois
$2.1M +$462K +5,731 +28%
MERSOM
472
Municipal Employees' Retirement System of Michigan
Michigan
$2.09M +$33.9K +420 +2%
CA
473
Cetera Advisors
Colorado
$2.08M +$41.2K +512 +2%
Fiera Capital (Canada)
474
Fiera Capital (Canada)
Quebec, Canada
$2.08M -$81.1K -1,005 -4%
Toronto Dominion Bank
475
Toronto Dominion Bank
Ontario, Canada
$2.06M -$1.34M -16,690 -39%
17 18
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