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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 %
HDIM
451
Hanson & Doremus Investment Management
Vermont
$2.38M -$86.9K -1,086 -4%
PA
452
Pinnacle Associates
New York
$2.38M -$962K -12,017 -29%
PFP
453
Pinnacle Financial Partners
Tennessee
$2.37M -$59.2K -698 -2%
Mariner
454
Mariner
Kansas
$2.35M -$1.09M -13,572 -32%
Nordea Investment Management
455
Nordea Investment Management
Sweden
$2.34M +$55.1K +688 +2%
TSWM
456
Triangle Securities Wealth Management
North Carolina
$2.34M -$20.8K -260 -0.9%
PP
457
Patten & Patten
Tennessee
$2.33M +$17.5K +218 +0.8%
B
458
Barings
North Carolina
$2.32M +$64K +800 +3%
NEAM
459
New England Asset Management
Connecticut
$2.32M – – –
AMG
460
Advisors Management Group
Wisconsin
$2.31M -$27.3K -341 -1%
RIA
461
Regal Investment Advisors
Michigan
$2.31M -$78K -975 -3%
JFGIW
462
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M +$28.7K +358 +1%
IIM
463
Ipswich Investment Management
Massachusetts
$2.27M -$8.32K -104 -0.4%
SLI
464
Sumitomo Life Insurance
Japan
$2.25M -$270K -3,373 -11%
AI
465
Analytic Investors
California
$2.25M +$228K +2,850 +11%
BNP Paribas Asset Management
466
BNP Paribas Asset Management
France
$2.24M -$14.2M -177,827 -86%
HFBOT
467
Home Federal Bank of Tennessee
Tennessee
$2.21M -$14.6K -183 -0.7%
PMG
468
ProVise Management Group
Florida
$2.19M -$134K -1,669 -6%
RP
469
Rowlandmiller & Partners
Georgia
$2.19M -$824K -10,297 -27%
BFA
470
Bragg Financial Advisors
North Carolina
$2.19M +$20.2K +252 +0.9%
PS
471
Pensionfund Sabic
Netherlands
$2.16M – – –
CIBC Private Wealth Group
472
CIBC Private Wealth Group
Georgia
$2.14M -$145K -1,815 -6%
Fayez Sarofim & Co
473
Fayez Sarofim & Co
Texas
$2.11M +$6.64K +83 +0.3%
Teacher Retirement System of Texas
474
Teacher Retirement System of Texas
Texas
$2.11M -$1.83M -22,901 -46%
KT
475
Kanaly Trust
Texas
$2.1M +$70.3K +878 +3%
17 18
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