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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 %
Daiwa Securities Group
576
Daiwa Securities Group
Japan
$1.32M -$48.4K -600 -4%
WA
577
WealthTrust Axiom
Pennsylvania
$1.32M +$8.3K +103 +0.6%
SHA
578
Smith Hayes Advisers
Nebraska
$1.29M +$57.4K +711 +5%
ECM
579
Everence Capital Management
Indiana
$1.28M – – –
MYAM
580
Meiji Yasuda Asset Management
Japan
$1.27M -$202K -2,499 -14%
Canada Pension Plan Investment Board
581
Canada Pension Plan Investment Board
Ontario, Canada
$1.27M -$2.15M -26,597 -63%
MNBTD
582
Moody National Bank Trust Division
Texas
$1.27M +$134K +1,666 +12%
DIA
583
Denver Investment Advisors
Colorado
$1.26M -$32.2K -399 -2%
NAM
584
NTV Asset Management
West Virginia
$1.26M – – –
SAMNY
585
Samsung Asset Management (New York)
New York
$1.25M -$119K -1,480 -9%
CIP
586
Convergence Investment Partners
Florida
$1.25M -$2.58K -32 -0.2%
CI
587
Constellation Investments
Ohio
$1.25M +$24.2K +300 +2%
ANRIA
588
American National Registered Investment Advisor
Texas
$1.24M – – –
DWA
589
Douglass Winthrop Advisors
New York
$1.23M -$45.7K -566 -4%
UAS
590
United Asset Strategies
New York
$1.23M +$68.7K +851 +6%
MSV
591
MN Services Vermogensbeheer
Netherlands
$1.22M +$1.22M +17,202 New
PSUF
592
People's United Financial
Connecticut
$1.22M +$98.7K +1,223 +9%
EFS
593
Essex Financial Services
Connecticut
$1.21M -$6.46K -80 -0.5%
MSS
594
Mitchell Sinkler & Starr
Pennsylvania
$1.21M -$89.4K -1,108 -7%
IC
595
InterOcean Capital
Illinois
$1.21M – – –
PWW
596
Pettyjohn Wood & White
Virginia
$1.21M +$5.25K +65 +0.4%
WSTAM
597
Wilbanks Smith & Thomas Asset Management
Virginia
$1.2M +$14K +173 +1%
CCP
598
Clough Capital Partners
Massachusetts
$1.19M – – –
DAM
599
Doheny Asset Management
California
$1.19M – – –
PFS
600
Prospera Financial Services
Texas
$1.19M +$489K +6,053 +70%
22 23
24
25 26