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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 %
ACS
651
Archford Capital Strategies
Illinois
$917K +$8.63K +107 +1%
MHIC
652
Marble Harbor Investment Counsel
Massachusetts
$913K – – –
SI
653
SII Investments
Wisconsin
$912K +$414K +5,163 +83%
SC
654
Savant Capital
Illinois
$910K +$42K +520 +5%
OIA
655
Optimum Investment Advisors
Illinois
$905K +$64.9K +804 +8%
FFBTD
656
First Financial Bank - Trust Division
Ohio
$903K -$46.5K -576 -5%
HTC
657
Haverford Trust Company
Pennsylvania
$903K +$54.1K +671 +6%
ACP
658
Ashfield Capital Partners
California
$901K +$153K +1,900 +20%
FFC
659
First Financial Corp
Indiana
$893K -$80.4K -996 -8%
WA
660
WBH Advisory
Maryland
$893K -$2.66K -33 -0.3%
BAC
661
Boys Arnold & Co
North Carolina
$890K -$2.39M -29,670 -73%
MAM
662
Martingale Asset Management
Massachusetts
$884K -$993K -12,300 -53%
FIM
663
Fruth Investment Management
Texas
$884K -$5.32K -66 -0.6%
WS
664
Wedbush Securities
California
$882K -$481K -5,962 -35%
CICI
665
Capital Investment Counsel Inc
North Carolina
$882K -$565 -7 -0.1%
CAM
666
Cypress Asset Management
Texas
$881K +$33.6K +417 +4%
HT
667
HighTower Trust
Texas
$880K -$39.3K -487 -4%
ACP
668
Aviance Capital Partners
Florida
$877K -$101K -1,253 -10%
AWM
669
Altavista Wealth Management
North Carolina
$870K -$19.5K -242 -2%
CONA
670
Capital One National Association
New York
$868K +$44.8K +556 +5%
CC
671
Cadinha & Co
Hawaii
$862K – – –
KIA
672
KCM Investment Advisors
California
$860K -$254K -3,147 -23%
FG
673
Fiduciary Group
Georgia
$850K -$2.1K -26 -0.2%
VCM
674
Violich Capital Management
California
$844K +$6.05K +75 +0.7%
AssetMark Inc
675
AssetMark Inc
California
$831K -$45.6K -565 -5%
25 26
27
28 29