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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 %
CBN
626
Cadence Bank NA
Texas
$1.04M -$24.4K -305 -2%
TIP
627
Torray Investment Partners
Maryland
$1.04M -$2K -25 -0.2%
Dodge & Cox
628
Dodge & Cox
California
$1.04M – – –
CB
629
Chemical Bank
Michigan
$1.04M -$10.6K -133 -1%
BUB
630
BBVA USA Bancshares
Texas
$1.02M +$230K +2,876 +29%
SAM
631
Strategy Asset Managers
California
$1.02M +$44.3K +554 +5%
BRWA
632
B. Riley Wealth Advisors
Florida
$1.02M -$25.1K -418 -2%
CAM
633
Cypress Asset Management
Texas
$1.02M +$11.4K +142 +1%
Canada Pension Plan Investment Board
634
Canada Pension Plan Investment Board
Ontario, Canada
$1.02M -$7.94M -99,262 -89%
Nomura Holdings
635
Nomura Holdings
Japan
$1.02M +$1.02M +12,691 New
GG
636
Gofen & Glossberg
Illinois
$1.01M -$6.08K -76 -0.6%
NEPWA
637
New England Private Wealth Advisors
Massachusetts
$1.01M – – –
PL
638
Perpetual Ltd
Australia
$992K -$544K -6,800 -35%
ATC
639
Argent Trust Co
Tennessee
$982K -$48.5K -605 -5%
CG
640
Cutler Group
California
$963K +$673K +8,411 +232%
BW
641
Bison Wealth
Georgia
$962K -$27.7K -346 -3%
BVDMP
642
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$960K – – –
NFA
643
Nuveen Fund Advisors
Illinois
$958K +$196K +2,451 +26%
FT
644
Fiduciary Trust
Massachusetts
$941K -$26.6K -333 -3%
FHA
645
First Horizon Advisors
Tennessee
$938K +$24.6K +309 +3%
TNBTD
646
Trustmark National Bank Trust Department
Mississippi
$935K -$171K -2,136 -15%
CAM
647
Columbia Asset Management
Michigan
$929K -$94.2K -1,177 -9%
HAM
648
Highstreet Asset Management
Ontario, Canada
$929K -$44K -550 -5%
LFR
649
Lehman Financial Resources
Pennsylvania
$928K -$39.3K -492 -4%
ACP
650
Ashfield Capital Partners
California
$928K – – –
24 25
26
27 28