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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 %
QI
701
Quotient Investors
New York
$741K -$547K -6,826 -42%
1SB
702
1ST Source Bank
Indiana
$738K -$38.7K -484 -5%
HBT
703
Hills Bank & Trust
Iowa
$738K -$10.4K -130 -1%
GA
704
Geneva Advisors
Illinois
$737K +$53.3K +666 +8%
DSC
705
Duncker Streett & Co
Missouri
$728K +$13.4K +167 +2%
AIA
706
Arbor Investment Advisors
North Carolina
$727K +$1.2K +15 +0.2%
SWM
707
Segment Wealth Management
Texas
$720K -$2M -24,932 -73%
MI
708
Markston International
New York
$720K -$502K -6,272 -41%
FTIOP
709
Fiduciary Trust International of Pennsylvania
Pennsylvania
$716K +$6.4K +80 +0.9%
ARMC
710
American Research & Management Company
Massachusetts
$715K +$599K +7,479 +515%
OIA
711
Optimum Investment Advisors
Illinois
$712K -$26.3K -328 -4%
CA
712
Cornerstone Advisors
North Carolina
$712K – – –
FIM
713
Freedom Investment Management
Connecticut
$707K +$49.6K +619 +8%
LCM
714
LVM Capital Management
Michigan
$704K +$164K +2,207 +30%
ACA
715
Anchor Capital Advisors
Massachusetts
$699K -$28.9K -361 -4%
BC
716
Burney Company
Virginia
$697K -$37.6K -463 -5%
FAM
717
Fred Alger Management
New York
$695K +$7.76K +97 +1%
SS
718
Simplicity Solutions
Minnesota
$693K -$176K -2,198 -20%
HI
719
Hudock Inc
Pennsylvania
$688K -$41.3K -516 -6%
RCAMU
720
Rothschild & Co Asset Management US
Connecticut
$683K +$194K +2,426 +40%
BRM
721
Boston Research & Management
Massachusetts
$672K +$12.5K +156 +2%
BC
722
Barnett & Company
Tennessee
$667K -$19K -238 -3%
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$664K +$5.53K +69 +0.8%
WIC
724
Whitegate Investment Counselors
New Hampshire
$663K -$113K -1,416 -15%
SWM
725
SVA Wealth Management
Wisconsin
$657K -$56K -700 -8%
27 28
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