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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 %
AI
726
Atria Investments
North Carolina
$733K +$153K +1,803 +26%
WRM
727
Westport Resources Management
Connecticut
$720K -$5.15K -60 -0.7%
CSIC
728
Clifford Swan Investment Counsel
California
$712K – – –
CIM
729
CIM Investment Management
Pennsylvania
$710K -$32.6K -380 -4%
BRM
730
Boston Research & Management
Massachusetts
$707K – – –
NAMA
731
Nikko Asset Management Americas
New York
$707K – – –
ZIC
732
ZWJ Investment Counsel
Georgia
$705K -$4.89K -57 -0.7%
BHWM
733
Bar Harbor Wealth Management
New Hampshire
$705K +$54.7K +638 +8%
FIM
734
Freedom Investment Management
Connecticut
$705K +$134K +1,557 +23%
BT
735
Beacon Trust
New Jersey
$704K -$4.12K -48 -0.6%
MAM
736
Martingale Asset Management
Massachusetts
$701K -$239K -2,785 -25%
CSS
737
Cubist Systematic Strategies
Connecticut
$698K -$2.01M -23,458 -74%
GP
738
Girard Partners
Pennsylvania
$696K -$188K -2,192 -21%
SACTSONJ
739
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$686K – – –
WSC
740
Wellington Shields & Co
New York
$684K +$600 +7 +0.1%
FBT
741
First Bankers Trust
Kentucky
$678K -$47.1K -549 -6%
ASN
742
Advisory Services Network
Georgia
$674K +$11.6K +135 +2%
CNC
743
Citizens & Northern Corp
Pennsylvania
$670K +$54.2K +632 +9%
EHWM
744
Eads & Heald Wealth Management
Georgia
$667K +$79.7K +929 +14%
CG
745
Clinton Group
New York
$665K +$665K +7,756 New
AFG
746
Albion Financial Group
Utah
$661K – – –
MWAC
747
Mariner Wealth Advisors (Cincinnati)
Ohio
$658K +$5.66K +66 +0.9%
OC
748
Oakworth Capital
Alabama
$655K – – –
FAM
749
Formidable Asset Management
Ohio
$654K +$14.3K +168 +2%
GC
750
Grimes & Company
Massachusetts
$654K +$22.4K +261 +4%
28 29
30
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