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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 %
NSEDCP
601
NJ State Employees Deferred Compensation Plan
New Jersey
$1.18M – – –
EOJOAM
602
E. Ohman J:or Asset Management
Sweden
$1.18M +$112K +1,400 +11%
MSS
603
Mitchell Sinkler & Starr
Pennsylvania
$1.16M – – –
AL
604
Aspiriant LLC
California
$1.15M +$1.15M +14,409 New
TWM
605
Torch Wealth Management
Ohio
$1.14M +$6K +75 +0.5%
SCM
606
Shelton Capital Management
Colorado
$1.14M – – –
Pacer Advisors
607
Pacer Advisors
Pennsylvania
$1.13M -$6.72K -84 -0.6%
SAM
608
Silvercrest Asset Management
New York
$1.13M -$9.61K -120 -0.8%
AT
609
Argent Trust
Texas
$1.13M +$25.5K +318 +2%
Bank of Nova Scotia
610
Bank of Nova Scotia
Ontario, Canada
$1.12M +$18.4K +230 +2%
PWW
611
Pettyjohn Wood & White
Virginia
$1.11M -$82.8K -1,034 -7%
KIC
612
Keating Investment Counselors
Florida
$1.1M -$792K -9,898 -42%
VNIM
613
Vaughan Nelson Investment Management
Texas
$1.1M -$400K -5,000 -27%
First Manhattan
614
First Manhattan
New York
$1.09M -$240K -2,998 -18%
BCA
615
Bray Capital Advisors
Florida
$1.09M +$47.3K +591 +5%
OPCM
616
Osborne Partners Capital Management
California
$1.08M -$150K -1,872 -12%
DHFB
617
Dixon Hubard Feinour & Brown
Virginia
$1.07M -$61K -762 -5%
MRCM
618
M&R Capital Management
New Jersey
$1.07M -$16K -200 -1%
SC
619
Scotia Capital
Ontario, Canada
$1.07M +$60.3K +753 +6%
CIC
620
Carnegie Investment Counsel
Ohio
$1.06M -$19.3K -249 -2%
IH
621
IFC Holdings
Florida
$1.06M +$15.6K +196 +1%
AI
622
Atria Investments
North Carolina
$1.05M +$361K +4,509 +52%
WT
623
Whittier Trust
California
$1.05M +$640 +8 +0.1%
SI
624
SII Investments
Wisconsin
$1.05M +$305K +3,821 +41%
HTC
625
Haverford Trust Company
Pennsylvania
$1.05M +$11.2K +140 +1%
23 24
25
26 27