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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
1
Capital Research Global Investors
California
$1.35B
2
Barclays
2
Barclays
United Kingdom
$497M
3
ZP
3
Zimmer Partners
New York
$112M
4
O
4
OppenheimerFunds
New York
$72.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$804M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
CBOA
2
Commonwealth Bank of Australia
Australia
$18.9M
3
Capital World Investors
3
Capital World Investors
California
$701M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$498M
5
Capital International Investors
5
Capital International Investors
California
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCOV
51
London Company of Virginia
Virginia
$111M +$10.5M +131,490 +10%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$108M +$3.08M +38,427 +3%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$106M -$3.69M -46,062 -3%
BIM
54
BlackRock Investment Management
Delaware
$104M -$772K -9,644 -0.7%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.4M -$5.33M -66,530 -5%
TA
56
Teachers Advisors
New York
$96.8M +$8.74M +109,223 +10%
AllianceBernstein
57
AllianceBernstein
Tennessee
$95.6M +$130K +1,629 +0.1%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$91.1M +$3.25M +40,649 +4%
MTB
59
Mizuho Trust & Banking
Japan
$89.7M +$503K +6,288 +0.6%
PI
60
PGGM Investments
Netherlands
$88.3M +$2.05M +25,555 +2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$87.8M +$3.63M +45,329 +4%
Macquarie Group
62
Macquarie Group
Australia
$87.3M -$86M -1,073,983 -50%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$81.9M -$1.31M -16,399 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81.7M +$39.4M +491,750 +93%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$81.3M -$26.4M -330,078 -25%
USAA
66
United Services Automobile Association
Texas
$80.5M -$1.97M -24,659 -2%
SP
67
Sarasin & Partners
United Kingdom
$80.3M -$1.87M -23,405 -2%
Prudential Financial
68
Prudential Financial
New Jersey
$80.3M -$3.74M -46,757 -4%
EIP
69
Energy Income Partners
Connecticut
$79.3M +$55M +687,721 +227%
Canada Life
70
Canada Life
Manitoba, Canada
$78.5M +$1.19M +14,932 +2%
Principal Financial Group
71
Principal Financial Group
Iowa
$77.3M +$1.65M +20,603 +2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$76.1M +$7.7M +96,247 +11%
BJ
73
BlackRock Japan
Japan
$73.2M +$254K +3,175 +0.3%
T
74
TOBAM
France
$73.1M +$6.47M +80,812 +10%
O
75
OppenheimerFunds
New York
$72.7M +$68.6M +856,916 +1,654%
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3
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