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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 %
CCP
526
Clarkston Capital Partners
Michigan
$1.6M -$80.1K -1,000 -5%
CPIG
527
Chicago Partners Investment Group
Illinois
$1.6M +$856K +10,700 +116%
CCM
528
Cadence Capital Management
Massachusetts
$1.59M +$786K +9,816 +98%
SLG
529
Stanley-Laman Group
Pennsylvania
$1.59M -$227K -2,839 -13%
BO
530
Bank OZK
Arkansas
$1.58M -$45.8K -572 -3%
NHC
531
Nicholas Hoffman & Company
Georgia
$1.56M +$320 +4 +0%
PAI
532
Pittenger & Anderson Inc
Nebraska
$1.55M -$11K -137 -0.7%
AWCI
533
Alpine Woods Capital Investors
New York
$1.55M -$24K -300 -2%
BAS
534
Brown Advisory Securities
Maryland
$1.55M +$34.9K +436 +2%
CBOR
535
Community Bank of Raymore
Missouri
$1.52M +$9.93K +124 +0.7%
AL
536
AJO LP
Pennsylvania
$1.52M +$141K +1,763 +10%
GIM
537
Guardian Investment Management
California
$1.52M – – –
CI
538
Conning Inc
Connecticut
$1.51M -$1.02M -12,768 -40%
FTI
539
Fiduciary Trust International
Massachusetts
$1.51M – – –
LWAC
540
Laurel Wealth Advisors (California)
California
$1.5M -$3.68K -46 -0.2%
FDS
541
First Dallas Securities
Texas
$1.5M -$138K -1,728 -8%
BFS
542
Bradley Foster & Sargent
Connecticut
$1.5M -$2.64K -33 -0.2%
SB
543
Simmons Bank
Arkansas
$1.49M -$5.52K -69 -0.4%
AT
544
Arden Trust
Delaware
$1.48M -$2.06M -25,715 -58%
BBHC
545
Brown Brothers Harriman & Co
New York
$1.47M +$81.5K +1,019 +6%
ADBIC
546
A.D. Beadell Investment Counsel
Wisconsin
$1.45M -$723K -9,042 -33%
VWM
547
Valley Wealth Managers
New Jersey
$1.45M +$1.45M +18,102 New
AIP
548
Ameritas Investment Partners
Nebraska
$1.44M +$228K +2,851 +19%
WJA
549
Williams Jones & Associates
New York
$1.44M -$37.9K -474 -3%
RC
550
RBO & Co
California
$1.43M -$886K -11,065 -38%
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