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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 %
Daiwa Securities Group
476
Daiwa Securities Group
Japan
$2.07M +$752K +9,400 +57%
Fiera Capital (Canada)
477
Fiera Capital (Canada)
Quebec, Canada
$2.06M – – –
V
478
Veritable
Delaware
$2.01M +$4.16K +52 +0.2%
SCM
479
Stevens Capital Management
Pennsylvania
$2.01M +$2.01M +25,088 New
Thrivent Financial for Lutherans
480
Thrivent Financial for Lutherans
Minnesota
$2M +$90.8K +1,140 +5%
HA
481
Hamel Associates
New Jersey
$1.97M -$85.5K -1,068 -4%
CIA
482
Covington Investment Advisors
Pennsylvania
$1.95M – – –
TAF
483
Tredje AP-fonden
Sweden
$1.95M +$1.19M +14,872 +156%
Jones Financial Companies
484
Jones Financial Companies
Missouri
$1.95M +$402K +5,026 +26%
BA
485
Boston Advisors
Massachusetts
$1.94M +$8.25K +103 +0.4%
PP
486
Palladium Partners
Virginia
$1.94M -$46.6K -582 -2%
UR
487
USCA RIA
Texas
$1.93M +$8.41K +105 +0.4%
PC
488
Palo Capital
California
$1.93M -$1.82M -22,716 -49%
SDIC
489
South Dakota Investment Council
South Dakota
$1.93M +$352K +4,400 +22%
AF
490
Alerus Financial
North Dakota
$1.93M +$118K +1,478 +7%
NRS
491
Neville Rodie & Shaw
New York
$1.92M -$220K -2,750 -10%
GW
492
GW & Wade
Massachusetts
$1.91M -$2.72K -34 -0.1%
PTC
493
Private Trust Company
Ohio
$1.91M +$53.8K +672 +3%
CTC
494
Central Trust Company
Missouri
$1.9M -$5.76K -72 -0.3%
HIC
495
Holderness Investments Company
North Carolina
$1.89M – – –
FHC
496
First Houston Capital
Texas
$1.88M -$272K -3,400 -13%
CT
497
Chicago Trust
Illinois
$1.87M -$25K -313 -1%
LPL Financial
498
LPL Financial
California
$1.86M -$62.2K -790 -3%
IA
499
Icon Advisers
Colorado
$1.86M +$816K +10,200 +78%
SIG
500
Sky Investment Group
Connecticut
$1.84M +$26.8K +335 +1%
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