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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 %
JIM
676
Jupiter Investment Management
United Kingdom
$823K -$43.4M -542,473 -98%
PPSG
677
Princeton Portfolio Strategies Group
New Jersey
$820K +$16K +200 +2%
Koshinski Asset Management
678
Koshinski Asset Management
Illinois
$813K +$402K +5,023 +98%
AssetMark Inc
679
AssetMark Inc
California
$811K +$62.1K +776 +8%
CICI
680
Capital Investment Counsel Inc
North Carolina
$799K -$27.7K -346 -3%
GS
681
GAM Systematic
United Kingdom
$797K +$65.1K +813 +9%
WS
682
Wedbush Securities
California
$795K +$7.76K +97 +1%
WA
683
WFG Advisors
Texas
$794K +$32.4K +405 +4%
SFSG
684
Stearns Financial Services Group
North Carolina
$783K +$89.2K +1,115 +13%
CGT
685
Capital Guardian Trust
California
$780K -$930K -11,613 -54%
CCM
686
Compton Capital Management
Rhode Island
$779K +$386K +4,659 +98%
HAG
687
HighPoint Advisor Group
Illinois
$776K +$27.7K +375 +4%
IP
688
Investment Partners
Ohio
$773K +$553K +6,911 +252%
WPC
689
Waters Parkerson & Co
Louisiana
$767K +$50.4K +630 +7%
KIA
690
KCM Investment Advisors
California
$766K +$6.25K +78 +0.8%
RCM
691
Riverhead Capital Management
Delaware
$765K -$7.93M -99,005 -91%
BHIA
692
Birch Hill Investment Advisors
Massachusetts
$762K -$16K -200 -2%
MA
693
Montag & Associates
Georgia
$761K +$46.3K +578 +6%
AB
694
Atlas Brown
Kentucky
$759K -$2.96K -37 -0.4%
FQ
695
First Quadrant
California
$758K – – –
LOAME
696
Lombard Odier Asset Management (Europe)
United Kingdom
$758K – – –
LNC
697
Lincoln National Corp
Pennsylvania
$758K +$63K +786 +9%
SCM
698
Southport Capital Management
Tennessee
$755K +$328K +4,097 +77%
PP
699
Prudential plc
United Kingdom
$749K +$181K +2,264 +32%
AP
700
AHL Partners
United Kingdom
$747K -$14M -174,382 -95%
26 27
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