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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 %
SI
701
SII Investments
Wisconsin
$796K -$177K -2,069 -18%
OMCS
702
Old Mutual Customised Solutions
South Africa
$795K -$849K -9,900 -52%
CPIG
703
Chicago Partners Investment Group
Illinois
$794K +$319K +3,724 +67%
OIA
704
Optimum Investment Advisors
Illinois
$791K -$171K -1,996 -18%
GS
705
GAM Systematic
United Kingdom
$785K +$298K +3,468 +61%
Cetera Investment Advisers
706
Cetera Investment Advisers
Illinois
$783K +$32.1K +372 +4%
HI
707
Hudock Inc
Pennsylvania
$782K +$15.4K +179 +2%
ACA
708
Anchor Capital Advisors
Massachusetts
$780K -$86 -1 -0%
AIA
709
Arbor Investment Advisors
North Carolina
$778K +$89.9K +1,048 +13%
BC
710
Burney Company
Virginia
$777K +$282K +3,288 +57%
W
711
Wealthfront
California
$770K +$116K +1,350 +18%
WPC
712
Waters Parkerson & Co
Louisiana
$768K +$48.8K +569 +7%
WIS
713
Wright Investors Service
Connecticut
$767K +$12.3K +143 +2%
MA
714
Montag & Associates
Georgia
$766K – – –
DSC
715
Duncker Streett & Co
Missouri
$766K +$34K +396 +5%
SAMNY
716
Samsung Asset Management (New York)
New York
$764K -$568K -6,620 -43%
SWM
717
SVA Wealth Management
Wisconsin
$764K -$42.7K -498 -5%
CA
718
Cornerstone Advisors
North Carolina
$764K – – –
FTIOP
719
Fiduciary Trust International of Pennsylvania
Pennsylvania
$760K +$20K +233 +3%
LNC
720
Lincoln National Corp
Pennsylvania
$744K -$56.5K -659 -7%
SFSG
721
Stearns Financial Services Group
North Carolina
$744K +$49.4K +576 +7%
FAM
722
Fred Alger Management
New York
$737K -$115K -1,345 -14%
SSB
723
Sandy Spring Bank
Maryland
$737K -$87.8K -1,000 -11%
BC
724
Barnett & Company
Tennessee
$735K -$5.66K -66 -0.8%
GA
725
Geneva Advisors
Illinois
$733K -$50K -583 -6%
27 28
29
30 31