DUK icon

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 %
CICI
676
Capital Investment Counsel Inc
North Carolina
$886K -$51.7K -603 -6%
QSS
677
Quantitative Systematic Strategies
Florida
$884K +$884K +10,480 New
DIP
678
DT Investment Partners
Pennsylvania
$882K +$153K +1,784 +21%
SSWM
679
Sheets Smith Wealth Management
North Carolina
$870K -$130K -1,520 -13%
PPSG
680
Princeton Portfolio Strategies Group
New Jersey
$862K -$4.29K -50 -0.5%
CCM
681
Cadence Capital Management
Massachusetts
$861K -$1.56M -18,149 -64%
HAG
682
HighPoint Advisor Group
Illinois
$858K +$273K +3,222 +47%
SJIC
683
St. James Investment Company
Texas
$856K +$86.7K +1,011 +11%
BUB
684
BBVA USA Bancshares
Texas
$852K +$227K +2,650 +36%
NFG
685
Next Financial Group
Texas
$847K +$100K +1,170 +13%
WS
686
Wedbush Securities
California
$844K -$93.9K -1,095 -10%
CAM
687
Carret Asset Management
New York
$841K – – –
BHIA
688
Birch Hill Investment Advisors
Massachusetts
$834K – – –
1SB
689
1ST Source Bank
Indiana
$833K +$45.5K +530 +6%
HCM
690
Hodges Capital Management
Texas
$832K +$1.72K +20 +0.2%
WIC
691
Whitegate Investment Counselors
New Hampshire
$832K +$832K +9,699 New
AB
692
Atlas Brown
Kentucky
$817K -$43.6K -508 -5%
WA
693
WFG Advisors
Texas
$817K +$172 +2 +0%
TAF
694
Tredje AP-fonden
Sweden
$816K +$444K +5,170 +119%
NFA
695
Nuveen Fund Advisors
Illinois
$816K +$816K +9,513 New
KIA
696
KCM Investment Advisors
California
$814K -$101K -1,174 -11%
LOAME
697
Lombard Odier Asset Management (Europe)
United Kingdom
$813K +$813K +9,471 New
FQ
698
First Quadrant
California
$812K – – –
AssetMark Inc
699
AssetMark Inc
California
$803K -$80.5K -938 -9%
HBT
700
Hills Bank & Trust
Iowa
$803K +$27K +315 +3%
26 27
28
29 30