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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 %
CFP
576
Cornerstone Financial Partners
North Carolina
$1.3M -$39.5K -494 -3%
CPA
577
Cowen Prime Advisors
New York
$1.3M -$272K -3,400 -17%
CA
578
Cetera Advisors
Colorado
$1.3M -$816K -10,192 -39%
WA
579
WealthTrust Axiom
Pennsylvania
$1.29M -$5.28K -66 -0.4%
FMBTD
580
First Midwest Bank Trust Division
Illinois
$1.28M -$11.4K -143 -0.9%
ECM
581
Everence Capital Management
Indiana
$1.27M – – –
NA
582
NewEdge Advisors
Louisiana
$1.27M +$286K +3,568 +29%
CIP
583
Convergence Investment Partners
Florida
$1.26M +$24.3K +303 +2%
MNBTD
584
Moody National Bank Trust Division
Texas
$1.26M -$2K -25 -0.2%
CHC
585
City Holding Co
West Virginia
$1.25M +$36.8K +460 +3%
BCM
586
BTR Capital Management
California
$1.25M -$108K -1,350 -8%
TCOV
587
Trust Company of Vermont
Vermont
$1.25M +$172K +2,148 +16%
NAM
588
NTV Asset Management
West Virginia
$1.24M – – –
FANJ
589
Financial Architects (New Jersey)
New Jersey
$1.23M +$19.6K +245 +2%
ANRIA
590
American National Registered Investment Advisor
Texas
$1.23M -$2K -25 -0.2%
AIS
591
American Investment Services
Massachusetts
$1.22M – – –
EFS
592
Essex Financial Services
Connecticut
$1.22M +$14.5K +181 +1%
DWA
593
Douglass Winthrop Advisors
New York
$1.21M -$16K -200 -1%
GBT
594
Grove Bank & Trust
Florida
$1.21M +$41.5K +518 +4%
DIA
595
Denver Investment Advisors
Colorado
$1.2M +$12.3K +154 +1%
IC
596
InterOcean Capital
Illinois
$1.2M – – –
Barrow, Hanley, Mewhinney & Strauss
597
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19M +$24K +300 +2%
CCP
598
Clough Capital Partners
Massachusetts
$1.19M – – –
DAM
599
Doheny Asset Management
California
$1.18M – – –
FFC
600
First Financial Corp
Indiana
$1.18M +$40.3K +503 +4%
22 23
24
25 26