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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
1
BlackRock Fund Advisors
California
$1.11B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.84B
3
Macquarie Group
3
Macquarie Group
Australia
$186M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.09B
5
Barclays
5
Barclays
United Kingdom
$219M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$19.9M
2
Franklin Resources
2
Franklin Resources
California
$1.01B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$230M
4
ZP
4
Zimmer Partners
New York
$34.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$672M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBOA
26
Commonwealth Bank of Australia
Australia
$312M +$60.1M +700,570 +24%
Morgan Stanley
27
Morgan Stanley
New York
$295M +$46.4M +541,242 +19%
Wells Fargo
28
Wells Fargo
California
$247M -$5.73M -66,819 -2%
UBS AM
29
UBS AM
Illinois
$235M +$9.8M +114,239 +4%
Renaissance Technologies
30
Renaissance Technologies
New York
$230M -$115M -1,339,300 -33%
TCIM
31
TIAA CREF Investment Management
New York
$220M -$52.1M -607,583 -19%
Barclays
32
Barclays
United Kingdom
$219M +$67.8M +789,884 +45%
Swiss National Bank
33
Swiss National Bank
Switzerland
$218M +$12.3M +142,800 +6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$213M -$19.4M -226,526 -8%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$204M +$59.1M +689,142 +41%
Macquarie Group
36
Macquarie Group
Australia
$186M +$97.2M +1,133,240 +110%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$184M -$4.1M -47,800 -2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$171M +$228K +2,656 +0.1%
Charles Schwab
39
Charles Schwab
California
$171M +$4.75M +55,358 +3%
Ameriprise
40
Ameriprise
Minnesota
$154M +$2.44M +28,537 +2%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$149M +$773K +9,006 +0.5%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$149M +$4.31M +50,225 +3%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$148M -$2.37M -27,675 -2%
UBS Group
44
UBS Group
Switzerland
$143M +$4.68M +54,532 +3%
RJA
45
Raymond James & Associates
Florida
$143M +$10.3M +120,355 +8%
APG Asset Management
46
APG Asset Management
Netherlands
$132M +$39.8M +463,822 +43%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$129M -$479K -5,578 -0.4%
BlackRock
48
BlackRock
New York
$126M +$18.2M +211,695 +17%
PPA
49
Parametric Portfolio Associates
Washington
$125M +$9.31M +108,520 +8%
First Trust Advisors
50
First Trust Advisors
Illinois
$124M +$42.8M +498,753 +53%
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