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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 %
CAMG
451
CWA Asset Management Group
Florida
$2.56M +$522K +6,083 +26%
CWM
452
Calamos Wealth Management
Illinois
$2.56M +$323K +3,769 +14%
RBA
453
Richard Bernstein Advisors
New York
$2.56M – – –
RIA
454
Regal Investment Advisors
Michigan
$2.56M -$308K -3,590 -11%
TSWM
455
Triangle Securities Wealth Management
North Carolina
$2.53M +$55.9K +651 +2%
MDCM
456
Morgan Dempsey Capital Management
Wisconsin
$2.53M +$564K +6,573 +29%
AMG
457
Advisors Management Group
Wisconsin
$2.51M +$3.26K +38 +0.1%
ACM
458
Arlington Capital Management
Illinois
$2.5M +$2.5M +29,093 New
PMG
459
ProVise Management Group
Florida
$2.49M +$2.49M +29,032 New
RC
460
RBO & Co
California
$2.48M -$448K -5,224 -15%
NEAM
461
New England Asset Management
Connecticut
$2.48M – – –
PP
462
Patten & Patten
Tennessee
$2.48M -$154K -1,796 -6%
Nordea Investment Management
463
Nordea Investment Management
Sweden
$2.45M -$21.9K -255 -0.9%
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$2.44M +$374K +4,363 +18%
IIM
465
Ipswich Investment Management
Massachusetts
$2.44M -$470K -5,476 -16%
PFP
466
Pinnacle Financial Partners
Tennessee
$2.43M -$45.6K -536 -2%
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.42M +$498K +5,808 +26%
B
468
Barings
North Carolina
$2.42M +$986K +11,500 +69%
QT
469
Quantbot Technologies
New York
$2.4M +$2.32M +27,078 +2,875%
HFBOT
470
Home Federal Bank of Tennessee
Tennessee
$2.39M -$3K -35 -0.1%
KRSITF
471
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.39M -$286K -3,333 -11%
PP
472
Pegasus Partners
Wisconsin
$2.34M +$433K +5,050 +23%
ADBIC
473
A.D. Beadell Investment Counsel
Wisconsin
$2.33M -$586K -6,838 -20%
BFA
474
Bragg Financial Advisors
North Carolina
$2.32M -$69.2K -807 -3%
PS
475
Pensionfund Sabic
Netherlands
$2.32M – – –
17 18
19
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