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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 %
FNB
551
Farmers National Bank
Kentucky
$1.41M +$127K +1,575 +10%
CI
552
Capital International
California
$1.4M – – –
BAS
553
Brown Advisory Securities
Maryland
$1.39M -$60.4K -751 -4%
BHC
554
Bowen Hanes & Co
Florida
$1.39M -$746K -9,249 -35%
AL
555
AJO LP
Pennsylvania
$1.39M +$1.09M +13,502 +362%
CFP
556
Cornerstone Financial Partners
North Carolina
$1.38M +$24.9K +308 +2%
1IA
557
1834 Investment Advisors
Wisconsin
$1.38M -$7.18K -89 -0.5%
First Manhattan
558
First Manhattan
New York
$1.38M -$83.7K -1,037 -6%
RCAG
559
Rehmann Capital Advisory Group
Michigan
$1.38M +$489K +6,059 +55%
CS
560
Candriam SCA
Luxembourg
$1.38M -$402K -5,016 -23%
BBHC
561
Brown Brothers Harriman & Co
New York
$1.38M -$102K -1,270 -7%
RFS
562
Rockefeller Financial Services
New York
$1.37M – – –
AP
563
Advisor Partners
California
$1.37M +$517K +6,405 +60%
FNBTCON
564
First National Bank & Trust Co of Newtown
Pennsylvania
$1.36M – – –
GBBWRPM
565
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.36M – – –
CC
566
ClearArc Capital
Ohio
$1.35M -$5.33K -66 -0.4%
AIS
567
American Investment Services
Massachusetts
$1.35M – – –
B
568
Barings
North Carolina
$1.35M +$508K +6,300 +61%
AAIM
569
American Assets Investment Management
California
$1.35M – – –
EWM
570
Evercore Wealth Management
New York
$1.34M +$234K +2,898 +21%
FMBTD
571
First Midwest Bank Trust Division
Illinois
$1.34M +$351K +4,352 +35%
FNFDCM
572
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.33M +$39K +483 +3%
EIA
573
Edgemoor Investment Advisors
Maryland
$1.32M +$1.32M +16,419 New
CB
574
Chemical Bank
Michigan
$1.32M -$61.5K -762 -4%
CHC
575
City Holding Co
West Virginia
$1.32M -$13.7K -170 -1%
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