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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 %
CIM
751
CIM Investment Management
Pennsylvania
$612K -$50.4K -630 -8%
HSA
752
HBK Sorce Advisory
Pennsylvania
$612K +$32.3K +403 +6%
GC
753
Grimes & Company
Massachusetts
$600K -$9.85K -123 -2%
WIC
754
Wilkins Investment Counsel
Massachusetts
$599K – – –
MAM
755
Martingale Asset Management
Massachusetts
$597K -$57.1K -713 -9%
BAM
756
Brave Asset Management
New Jersey
$594K +$249K +3,107 +72%
FWP
757
FAS Wealth Partners
Kansas
$587K +$33.5K +419 +6%
SAMNY
758
Samsung Asset Management (New York)
New York
$583K -$130K -1,620 -18%
SBH
759
Segall Bryant & Hamill
Illinois
$582K +$8.48K +106 +1%
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$578K +$11.5K +144 +2%
PP
761
Paloma Partners
Connecticut
$577K -$625K -7,813 -52%
CK
762
Cohen Klingenstein
New York
$576K – – –
SRSA
763
S.R. Schill & Associates
Washington
$576K – – –
TI
764
Trexquant Investment
Connecticut
$576K +$576K +7,200 New
CNBT
765
Canandaigua National Bank & Trust
New York
$571K +$36.8K +460 +7%
CBU
766
CIBC Bank USA
Illinois
$565K +$261K +3,265 +86%
CCFCSB
767
Cape Cod Five Cents Savings Bank
Massachusetts
$564K -$10.6K -133 -2%
AIM
768
Aspen Investment Management
Michigan
$561K – – –
BTNA
769
Bremer Trust National Association
Minnesota
$551K -$4.64K -58 -0.8%
FWM
770
Frontier Wealth Management
Missouri
$545K -$16.6K -207 -3%
CI
771
Capital International
California
$536K -$848K -10,600 -61%
MHS
772
M Holdings Securities
Oregon
$534K +$14.5K +181 +3%
AFG
773
Albion Financial Group
Utah
$533K -$83.6K -1,045 -14%
BB
774
Busey Bank
Illinois
$533K – – –
WT
775
Washington Trust
Rhode Island
$532K – – –
29 30
31
32 33