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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
$817M
2
Capital Research Global Investors
Capital Research Global Investors
California
$948M
3
State Street
State Street
Massachusetts
$2.72B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.49B
5
Goldman Sachs
Goldman Sachs
New York
$370M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$705M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$106M
4
Franklin Resources
Franklin Resources
California
$1.08B
5
LM
Luminus Management
Texas
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$256M -$57.3M -710,012 -18%
Wells Fargo
27
Wells Fargo
California
$238M +$24.9M +308,673 +12%
CBOA
28
Commonwealth Bank of Australia
Australia
$237M +$55.7M +690,158 +31%
Morgan Stanley
29
Morgan Stanley
New York
$234M +$4.74M +58,713 +2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$219M -$35.4M -439,335 -14%
UBS AM
31
UBS AM
Illinois
$212M -$2.09M -25,870 -1%
Swiss National Bank
32
Swiss National Bank
Switzerland
$185M +$40.3M +521,800 +28%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$177M +$202K +2,500 +0.1%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$161M +$5.31M +65,779 +3%
Charles Schwab
35
Charles Schwab
California
$156M +$4.8M +59,441 +3%
Ameriprise
36
Ameriprise
Minnesota
$143M -$5.66M -70,187 -4%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$141M -$5.66M -70,200 -4%
Barclays
38
Barclays
United Kingdom
$141M +$54.4M +680,251 +63%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$140M +$9.35M +115,908 +7%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$136M -$12.9M -159,463 -9%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$136M +$2.01M +24,971 +2%
ZP
42
Zimmer Partners
New York
$134M +$118M +1,456,500 +710%
CS
43
Credit Suisse
Switzerland
$133M -$18.7M -231,490 -12%
UBS Group
44
UBS Group
Switzerland
$130M +$13.5M +167,395 +12%
RJA
45
Raymond James & Associates
Florida
$125M +$7M +86,715 +6%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$122M +$15.2M +188,460 +14%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$117M +$117M +1,455,695 New
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$110M +$5.35M +66,343 +5%
PPA
49
Parametric Portfolio Associates
Washington
$109M +$12.8M +158,137 +13%
RFC
50
Russell Frank Company
Washington
$109M +$48M +595,257 +79%
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