DUK icon

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 %
SB
551
Simmons Bank
Arkansas
$1.61M +$27.5K +321 +2%
VNIM
552
Vaughan Nelson Investment Management
Texas
$1.6M – – –
FAB
553
First American Bank
Illinois
$1.59M +$1.59M +18,566 New
WJA
554
Williams Jones & Associates
New York
$1.58M +$36.1K +421 +2%
FNB
555
Farmers National Bank
Kentucky
$1.56M +$60.3K +703 +4%
ED
556
Exane Derivatives
France
$1.55M -$341K -3,979 -18%
GLRA
557
Gerald L. Ray & Associates
Texas
$1.53M -$9.7K -113 -0.6%
PSUF
558
People's United Financial
Connecticut
$1.53M +$242K +2,821 +19%
EWM
559
Evercore Wealth Management
New York
$1.53M +$106K +1,239 +7%
IMOV
560
Investment Management of Virginia
Virginia
$1.53M -$39K -455 -2%
VF
561
Virtu Financial
New York
$1.52M +$1.19M +13,921 +368%
GIM
562
Guardian Investment Management
California
$1.52M -$24.3K -283 -2%
WSCM
563
Wellington Shields Capital Management
New York
$1.52M -$28.6K -333 -2%
1IA
564
1834 Investment Advisors
Wisconsin
$1.51M +$42.9K +500 +3%
VFS
565
VSR Financial Services
Kansas
$1.51M -$18.2K -212 -1%
AP
566
Advisor Partners
California
$1.5M +$36.4K +424 +2%
BBHC
567
Brown Brothers Harriman & Co
New York
$1.49M +$28.1K +328 +2%
CI
568
Capital International
California
$1.48M – – –
AL
569
AJO LP
Pennsylvania
$1.48M – – –
GBBWRPM
570
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.47M +$28K +327 +2%
RFS
571
Rockefeller Financial Services
New York
$1.46M – – –
BCM
572
BTR Capital Management
California
$1.46M -$60K -700 -4%
SYBT
573
Stock Yards Bank & Trust
Kentucky
$1.45M -$158K -1,845 -10%
CFP
574
Cornerstone Financial Partners
North Carolina
$1.44M -$27.5K -321 -2%
CC
575
ClearArc Capital
Ohio
$1.44M -$2.57K -30 -0.2%
21 22
23
24 25