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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 %
PSUF
551
People's United Financial
Connecticut
$1.43M +$160 +2 +0%
MSV
552
MN Services Vermogensbeheer
Netherlands
$1.43M +$26.9K +336 +2%
WSCM
553
Wellington Shields Capital Management
New York
$1.42M – – –
FNFDCM
554
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.41M – – –
IMOV
555
Investment Management of Virginia
Virginia
$1.41M -$9.6K -120 -0.7%
NFG
556
Next Financial Group
Texas
$1.41M +$621K +7,761 +79%
1IA
557
1834 Investment Advisors
Wisconsin
$1.41M – – –
AP
558
Advisor Partners
California
$1.41M +$13.2K +165 +0.9%
Jane Street
559
Jane Street
New York
$1.4M -$465K -5,810 -25%
NCM
560
Novare Capital Management
North Carolina
$1.4M +$946K +11,822 +209%
QAM
561
Quantres Asset Management
Cayman Islands
$1.39M +$1.39M +17,400 New
FNBTCON
562
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M +$42.8K +535 +3%
GLRA
563
Gerald L. Ray & Associates
Texas
$1.38M -$46.7K -583 -3%
HVIA
564
Hudson Valley Investment Advisors
New York
$1.37M +$177K +2,205 +15%
GBBWRPM
565
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.37M – – –
QSS
566
Quantitative Systematic Strategies
Florida
$1.36M +$522K +6,496 +62%
RFS
567
Rockefeller Financial Services
New York
$1.36M – – –
UAS
568
United Asset Strategies
New York
$1.36M +$34.3K +429 +3%
CC
569
ClearArc Capital
Ohio
$1.35M +$9.68K +121 +0.7%
CWM
570
CIBC World Markets
New York
$1.34M +$1.34M +16,757 New
AAIM
571
American Assets Investment Management
California
$1.33M – – –
BHC
572
Bowen Hanes & Co
Florida
$1.33M – – –
SYBT
573
Stock Yards Bank & Trust
Kentucky
$1.33M -$21.3K -266 -2%
PFS
574
Prospera Financial Services
Texas
$1.32M +$64.3K +803 +5%
WSTAM
575
Wilbanks Smith & Thomas Asset Management
Virginia
$1.31M +$87.3K +1,091 +7%
21 22
23
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