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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 %
CSIC
726
Clifford Swan Investment Counsel
California
$657K -$7.44K -93 -1%
BT
727
Beacon Trust
New Jersey
$657K – – –
PAM
728
Paradigm Asset Management
New York
$656K +$656K +8,200 New
GP
729
Girard Partners
Pennsylvania
$655K +$5.84K +73 +0.9%
ASN
730
Advisory Services Network
Georgia
$655K +$26.1K +326 +4%
HCM
731
Hodges Capital Management
Texas
$654K -$122K -1,528 -16%
SSB
732
Sandy Spring Bank
Maryland
$652K -$37K -450 -5%
ZIC
733
ZWJ Investment Counsel
Georgia
$650K -$8.01K -100 -1%
CFN
734
Cordasco Financial Network
Florida
$642K – – –
SACTSONJ
735
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$640K – – –
OC
736
Oakworth Capital
Alabama
$635K -$35.4K -442 -5%
IWM
737
Integrated Wealth Management
California
$635K +$73.7K +921 +13%
NC
738
NewSquare Capital
Pennsylvania
$634K +$27.9K +348 +5%
AW
739
ACG Wealth
Georgia
$634K +$285K +3,556 +81%
FBT
740
First Bankers Trust
Kentucky
$632K – – –
SC
741
Schulhoff & Co
Ohio
$632K +$66K +825 +12%
EHWM
742
Eads & Heald Wealth Management
Georgia
$629K +$6.81K +85 +1%
CCA
743
Checchi Capital Advisers
California
$628K +$44.5K +556 +8%
CNC
744
Citizens & Northern Corp
Pennsylvania
$625K +$80 +1 +0%
WSC
745
Wellington Shields & Co
New York
$617K -$20.8K -260 -3%
PFSC
746
Peoples Financial Services Corp
Pennsylvania
$617K +$9.12K +114 +2%
BCM
747
Boltwood Capital Management
California
$617K +$32K +400 +5%
WIS
748
Wright Investors Service
Connecticut
$616K -$99.5K -1,243 -14%
FAM
749
Formidable Asset Management
Ohio
$616K +$480 +6 +0.1%
MWAC
750
Mariner Wealth Advisors (Cincinnati)
Ohio
$616K +$1.76K +22 +0.3%
28 29
30
31 32