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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 %
EFS
601
Essex Financial Services
Connecticut
$1.29M +$858 +10 +0.1%
PP
602
Paloma Partners
Connecticut
$1.29M +$807K +9,403 +167%
HVIA
603
Hudson Valley Investment Advisors
New York
$1.28M +$99.9K +1,165 +8%
IC
604
InterOcean Capital
Illinois
$1.28M -$2.83K -33 -0.2%
PWW
605
Pettyjohn Wood & White
Virginia
$1.28M -$3.52K -41 -0.3%
DIA
606
Denver Investment Advisors
Colorado
$1.27M -$71.5K -833 -5%
CCP
607
Clough Capital Partners
Massachusetts
$1.27M – – –
DAM
608
Doheny Asset Management
California
$1.27M – – –
NSEDCP
609
NJ State Employees Deferred Compensation Plan
New Jersey
$1.26M – – –
GBT
610
Grove Bank & Trust
Florida
$1.25M +$22.7K +265 +2%
MSS
611
Mitchell Sinkler & Starr
Pennsylvania
$1.25M -$40.6K -473 -3%
Barrow, Hanley, Mewhinney & Strauss
612
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.25M – – –
SCM
613
Shelton Capital Management
Colorado
$1.23M -$360K -4,200 -23%
FFC
614
First Financial Corp
Indiana
$1.22M +$275K +3,205 +29%
SAM
615
Silvercrest Asset Management
New York
$1.22M -$22.8K -266 -2%
Pacer Advisors
616
Pacer Advisors
Pennsylvania
$1.22M +$115K +1,339 +10%
TWM
617
Torch Wealth Management
Ohio
$1.22M +$6.01K +70 +0.5%
DHFB
618
Dixon Hubard Feinour & Brown
Virginia
$1.22M +$40.5K +472 +3%
CIC
619
Carnegie Investment Counsel
Ohio
$1.19M -$52.7K -621 -4%
TNBTD
620
Trustmark National Bank Trust Department
Mississippi
$1.19M -$737K -8,585 -38%
AT
621
Argent Trust
Texas
$1.18M -$24.5K -285 -2%
Bank of Nova Scotia
622
Bank of Nova Scotia
Ontario, Canada
$1.18M +$67.8K +790 +6%
MRCM
623
M&R Capital Management
New Jersey
$1.16M +$13.9K +162 +1%
ICAS
624
Investors Capital Advisory Services
Massachusetts
$1.16M +$28.2K +329 +2%
TCOV
625
Trust Company of Vermont
Vermont
$1.15M +$22.6K +264 +2%
23 24
25
26 27