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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 %
FHC
476
First Houston Capital
Texas
$2.31M +$333K +3,880 +17%
NRS
477
Neville Rodie & Shaw
New York
$2.3M -$111K -1,299 -5%
CA
478
Cetera Advisors
Colorado
$2.27M +$41.6K +484 +2%
Fayez Sarofim & Co
479
Fayez Sarofim & Co
Texas
$2.26M -$37.9K -442 -2%
Fiera Capital (Canada)
480
Fiera Capital (Canada)
Quebec, Canada
$2.21M – – –
SFG
481
SNS Financial Group
Minnesota
$2.2M +$254K +2,962 +13%
HA
482
Hamel Associates
New Jersey
$2.2M -$716K -8,344 -25%
KT
483
Kanaly Trust
Texas
$2.18M +$106K +1,231 +5%
AI
484
Analytic Investors
California
$2.16M -$519K -6,050 -19%
V
485
Veritable
Delaware
$2.15M +$103K +1,202 +5%
VKH
486
Virtu KCG Holdings
New York
$2.15M +$1.43M +16,626 +198%
WWM
487
Willingdon Wealth Management
North Carolina
$2.13M -$1.14M -13,246 -35%
PP
488
Palladium Partners
Virginia
$2.13M +$416K +4,846 +24%
LPL Financial
489
LPL Financial
California
$2.11M -$29.6M -342,408 -93%
SIC
490
Salem Investment Counselors
North Carolina
$2.11M -$27.4K -319 -1%
CIA
491
Covington Investment Advisors
Pennsylvania
$2.1M – – –
Toronto Dominion Bank
492
Toronto Dominion Bank
Ontario, Canada
$2.08M -$127K -1,472 -6%
BA
493
Boston Advisors
Massachusetts
$2.07M -$97.5K -1,136 -4%
UR
494
USCA RIA
Texas
$2.06M -$1.48M -17,242 -42%
Thrivent Financial for Lutherans
495
Thrivent Financial for Lutherans
Minnesota
$2.06M +$100K +1,171 +5%
GW
496
GW & Wade
Massachusetts
$2.05M +$20.5K +239 +1%
CTC
497
Central Trust Company
Missouri
$2.04M +$24.3K +283 +1%
CT
498
Chicago Trust
Illinois
$2.03M +$106K +1,233 +5%
KIC
499
Keating Investment Counselors
Florida
$2.02M -$74.3K -866 -4%
HIC
500
Holderness Investments Company
North Carolina
$2.02M -$66.2K -772 -3%
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