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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 %
FCBT
651
First Citizens Bank & Trust
North Carolina
$1M +$10.6K +124 +1%
ACP
652
Ashfield Capital Partners
California
$994K +$35.8K +417 +4%
Squarepoint
653
Squarepoint
New York
$993K +$493K +5,749 +99%
SC
654
Savant Capital
Illinois
$991K +$24K +280 +2%
TTWM
655
TCV Trust & Wealth Management
Virginia
$982K -$13K -151 -1%
FHA
656
First Horizon Advisors
Tennessee
$981K -$198K -2,307 -17%
Bessemer Group
657
Bessemer Group
New Jersey
$980K -$185K -2,162 -16%
ACS
658
Archford Capital Strategies
Illinois
$978K +$3.77K +44 +0.4%
GCP
659
GSA Capital Partners
United Kingdom
$978K +$978K +11,405 New
CIS
660
Capital International Sarl
California
$969K +$232K +2,700 +31%
AWM
661
Altavista Wealth Management
North Carolina
$956K +$30.6K +357 +3%
HT
662
HighTower Trust
Texas
$936K – – –
MHIC
663
Marble Harbor Investment Counsel
Massachusetts
$935K -$35.9K -419 -4%
HW
664
Hancock Whitney
Mississippi
$933K +$84.5K +985 +10%
SS
665
Simplicity Solutions
Minnesota
$932K +$110K +1,282 +13%
HB
666
Homrich & Berg
Georgia
$932K +$341K +3,972 +58%
WA
667
WBH Advisory
Maryland
$931K -$18.3K -213 -2%
FIM
668
Fruth Investment Management
Texas
$926K -$14.2K -166 -2%
FFBTD
669
First Financial Bank - Trust Division
Ohio
$921K -$38.4K -448 -4%
CONA
670
Capital One National Association
New York
$917K -$6.61K -77 -0.7%
CC
671
Cadinha & Co
Hawaii
$917K – – –
VCM
672
Violich Capital Management
California
$917K +$19.3K +225 +2%
FG
673
Fiduciary Group
Georgia
$908K +$4.89K +57 +0.5%
MMPW
674
Mitchell McLeod Pugh & Williams
Alabama
$906K +$159K +1,850 +21%
AF
675
Aldebaran Financial
$887K +$20.1K +234 +2%
25 26
27
28 29