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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 %
WIS
701
Wright Investors Service
Connecticut
$710K +$116K +1,440 +20%
MMPW
702
Mitchell McLeod Pugh & Williams
Alabama
$703K – – –
NFG
703
Next Financial Group
Texas
$702K -$76K -943 -10%
Cetera Investment Advisers
704
Cetera Investment Advisers
Illinois
$702K +$9.67K +120 +1%
TP
705
Truvvo Partners
New York
$702K +$702K +8,700 New
CIM
706
CIM Investment Management
Pennsylvania
$698K -$123K -1,530 -15%
BC
707
Barnett & Company
Tennessee
$697K -$159K -1,966 -19%
FTIOP
708
Fiduciary Trust International of Pennsylvania
Pennsylvania
$696K +$8.87K +110 +1%
CIS
709
Capital International Sarl
California
$694K – – –
DSC
710
Duncker Streett & Co
Missouri
$688K +$62.1K +770 +10%
DIP
711
DT Investment Partners
Pennsylvania
$687K -$18.5K -229 -3%
FBT
712
First Bankers Trust
Kentucky
$682K +$2.02K +25 +0.3%
WRM
713
Westport Resources Management
Connecticut
$682K +$185K +2,290 +37%
VKH
714
Virtu KCG Holdings
New York
$677K -$164K -2,029 -19%
WPC
715
Waters Parkerson & Co
Louisiana
$676K – – –
OC
716
Oakworth Capital
Alabama
$676K +$73K +905 +12%
NAMA
717
Nikko Asset Management Americas
New York
$675K +$104K +1,300 +18%
ST
718
Smithfield Trust
Pennsylvania
$674K -$7.26K -90 -1%
CFN
719
Cordasco Financial Network
Florida
$672K -$799K -9,911 -54%
CSIC
720
Clifford Swan Investment Counsel
California
$670K -$6.13K -76 -0.9%
ZIC
721
ZWJ Investment Counsel
Georgia
$668K -$24.2K -300 -3%
BT
722
Beacon Trust
New Jersey
$666K -$10.3K -128 -2%
BRM
723
Boston Research & Management
Massachusetts
$665K – – –
CIMLRA
724
CBRE Investment Management Listed Real Assets
Pennsylvania
$662K +$662K +8,200 New
BKBG
725
BHF Kleinwort Benson Group
Belgium
$659K +$659K +8,173 New
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