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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 %
HCM
776
Highbridge Capital Management
New York
$576K +$576K +6,717 New
FTC
777
Farmers Trust Company
Ohio
$574K -$2.06K -24 -0.4%
CNBT
778
Canandaigua National Bank & Trust
New York
$573K +$30.8K +359 +6%
WT
779
Washington Trust
Rhode Island
$571K -$429 -5 -0.1%
BB
780
Busey Bank
Illinois
$571K +$114K +1,325 +25%
PCMI
781
Princeton Capital Management Inc
New Jersey
$564K +$52.2K +608 +10%
RCM
782
Riverhead Capital Management
Delaware
$562K +$179K +34,524 +47%
IB
783
Intrust Bank
Kansas
$560K -$22.1K -257 -4%
MHS
784
M Holdings Securities
Oregon
$557K +$173K +2,022 +45%
NGA
785
Naples Global Advisors
Florida
$555K +$15K +175 +3%
SCA
786
Stonebridge Capital Advisors
Minnesota
$548K +$5.41K +63 +1%
RHBC
787
R.H. Bluestein & Co
Michigan
$545K +$545K +6,350 New
TC
788
Toews Corporation
New Jersey
$540K +$540K +6,300 New
TIA
789
Tiemann Investment Advisors
California
$536K – – –
CCC
790
Chelsea Counsel Company
California
$536K – – –
PL
791
Parkwood LLC
Ohio
$525K -$90.8K -1,059 -15%
AR
792
Advisory Research
Illinois
$525K -$858 -10 -0.2%
RCAMU
793
Rothschild & Co Asset Management US
Connecticut
$524K +$109K +1,270 +26%
WP
794
WealthPLAN Partners
Nebraska
$522K +$522K +14,663 New
KS
795
Karpas Strategies
Connecticut
$521K – – –
FBC
796
Fairfield, Bush & Co
Connecticut
$518K +$86 +1 +0%
Members Trust
797
Members Trust
Florida
$508K +$508K +5,923 New
WC
798
Whitnell & Co
Illinois
$505K – – –
AIA
799
Allegis Investment Advisors
Idaho
$503K -$8.24K -98 -2%
WTC
800
WhitTier Trust Company
Nevada
$502K -$28.6K -333 -5%
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