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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 %
PFSC
751
Peoples Financial Services Corp
Pennsylvania
$651K – – –
NC
752
NewSquare Capital
Pennsylvania
$650K +$91.6K +1,067 +16%
BAM
753
Bruderman Asset Management
New York
$648K -$3.78K -44 -0.6%
CFN
754
Cordasco Financial Network
Florida
$642K -$72.9K -850 -10%
WIC
755
Wilkins Investment Counsel
Massachusetts
$642K -$27.6K -322 -4%
BCM
756
Boltwood Capital Management
California
$628K +$19.3K +225 +3%
CCA
757
Checchi Capital Advisers
California
$626K -$50.1K -584 -7%
LCM
758
LVM Capital Management
Michigan
$625K -$10K -117 -2%
HSA
759
HBK Sorce Advisory
Pennsylvania
$621K +$621K +7,239 New
CK
760
Cohen Klingenstein
New York
$618K – – –
SRSA
761
S.R. Schill & Associates
Washington
$617K +$35.7K +416 +6%
CCFCSB
762
Cape Cod Five Cents Savings Bank
Massachusetts
$616K -$79.3K -925 -11%
SBH
763
Segall Bryant & Hamill
Illinois
$615K -$8.07K -94 -1%
PP
764
Prudential plc
United Kingdom
$609K +$60.1K +700 +11%
SC
765
Schulhoff & Co
Ohio
$607K +$8.58K +100 +1%
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$607K +$28.9K +337 +5%
FWM
767
Frontier Wealth Management
Missouri
$602K – – –
IWM
768
Integrated Wealth Management
California
$602K +$203K +2,362 +51%
AIM
769
Aspen Investment Management
Michigan
$601K -$14.2K -166 -2%
BTNA
770
Bremer Trust National Association
Minnesota
$597K +$45.2K +526 +8%
ACM
771
Alethea Capital Management
Washington
$596K +$596K +6,944 New
FWP
772
FAS Wealth Partners
Kansas
$593K -$39.2K -457 -6%
MCM
773
MAI Capital Management
Ohio
$587K +$15.1K +176 +3%
NB
774
NBT Bank
New York
$579K +$18.9K +220 +3%
TG
775
TLP Group
Illinois
$577K +$577K +6,726 New
29 30
31
32 33