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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 %
CPSAC
651
Chas P. Smith & Associates (CPS)
Florida
$925K +$499K +6,656 +117%
SSWM
652
Sheets Smith Wealth Management
North Carolina
$914K +$102K +1,274 +13%
HW
653
Hancock Whitney
Mississippi
$912K +$41.4K +517 +5%
TTWM
654
TCV Trust & Wealth Management
Virginia
$909K -$6.8K -85 -0.7%
FIM
655
Fruth Investment Management
Texas
$900K +$36.3K +453 +4%
SC
656
Savant Capital
Illinois
$898K -$26.4K -330 -3%
EGM
657
Engineers Gate Manager
New York
$893K +$893K +11,162 New
AWM
658
Altavista Wealth Management
North Carolina
$891K -$560 -7 -0.1%
CAM
659
Carret Asset Management
New York
$889K +$104K +1,300 +13%
ACS
660
Archford Capital Strategies
Illinois
$888K -$24.6K -308 -3%
SPC
661
Sigma Planning Corp
Michigan
$878K -$78.6K -982 -8%
HT
662
HighTower Trust
Texas
$873K – – –
CONA
663
Capital One National Association
New York
$872K +$17K +212 +2%
HB
664
Homrich & Berg
Georgia
$870K +$80 +1 +0%
FFBTD
665
First Financial Bank - Trust Division
Ohio
$865K +$5.04K +63 +0.6%
DIP
666
DT Investment Partners
Pennsylvania
$863K +$40.3K +504 +5%
MHIC
667
Marble Harbor Investment Counsel
Massachusetts
$859K -$13.9K -174 -2%
VCM
668
Violich Capital Management
California
$855K – – –
CC
669
Cadinha & Co
Hawaii
$848K -$8.01K -100 -0.9%
W
670
Wealthfront
California
$848K +$129K +1,614 +18%
MMPW
671
Mitchell McLeod Pugh & Williams
Alabama
$845K +$320 +4 +0%
FCBT
672
First Citizens Bank & Trust
North Carolina
$842K -$92.9K -1,161 -10%
FG
673
Fiduciary Group
Georgia
$840K -$7.36K -92 -0.9%
WA
674
WBH Advisory
Maryland
$835K -$33.7K -421 -4%
AF
675
Aldebaran Financial
$826K +$160 +2 +0%
25 26
27
28 29