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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
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
ED
501
Exane Derivatives
France
$1.78M +$1.78M +22,036 New
SCM
502
Schnieders Capital Management
California
$1.75M +$8.55K +106 +0.5%
FDS
503
First Dallas Securities
Texas
$1.74M -$85.6K -1,061 -5%
SIC
504
Sigma Investment Counselors
Michigan
$1.73M -$18.4K -228 -1%
FCCM
505
First City Capital Management
Georgia
$1.71M -$12.5K -155 -0.7%
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$1.71M -$21.5K -267 -1%
PTC
507
Private Trust Company
Ohio
$1.69M +$30.3K +375 +2%
IMAS
508
ID Management A/S
Denmark
$1.68M – – –
MI
509
Markston International
New York
$1.68M -$713K -8,838 -30%
BO
510
Bank OZK
Arkansas
$1.67M -$33.1K -410 -2%
Wealth Enhancement Advisory Services
511
Wealth Enhancement Advisory Services
Minnesota
$1.66M +$12.1K +150 +0.7%
IAA
512
Ironsides Asset Advisors
North Carolina
$1.65M +$20.7K +257 +1%
VFA
513
Voya Financial Advisors
Connecticut
$1.65M +$352K +4,384 +27%
TCOT
514
Trust Company of Toledo
Ohio
$1.64M +$7.26K +90 +0.4%
PFS
515
Physicians Financial Services
North Carolina
$1.64M +$6.29K +78 +0.4%
PP
516
Palladium Partners
Virginia
$1.61M -$20.2K -250 -1%
WI
517
WrapManager Inc
California
$1.61M +$121K +1,494 +8%
SWP
518
Stratos Wealth Partners
Ohio
$1.61M +$55K +682 +4%
ONB
519
Old National Bancorp
Indiana
$1.6M -$146K -1,807 -8%
AIA
520
Alerus Investment Advisors
Minnesota
$1.6M +$327K +4,047 +26%
SDIC
521
South Dakota Investment Council
South Dakota
$1.59M – – –
HPBT
522
High Point Bank & Trust
North Carolina
$1.58M -$42.5K -527 -3%
AWCI
523
Alpine Woods Capital Investors
New York
$1.58M +$48.4K +600 +3%
PCM
524
Parsons Capital Management
Rhode Island
$1.58M -$5.89K -73 -0.4%
CPA
525
Cowen Prime Advisors
New York
$1.58M +$1.09M +13,500 +221%
19 20
21
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