DUK icon

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 %
SCA
776
Stonebridge Capital Advisors
Minnesota
$530K +$18.8K +235 +4%
PCMI
777
Princeton Capital Management Inc
New Jersey
$524K -$2K -25 -0.4%
MCM
778
MAI Capital Management
Ohio
$519K -$29.3K -366 -5%
NGA
779
Naples Global Advisors
Florida
$517K – – –
IB
780
Intrust Bank
Kansas
$515K -$6.96K -87 -1%
UBWV
781
United Bank (West Virginia)
West Virginia
$514K +$44.5K +555 +9%
BCFS
782
Butensky & Cohen Financial Security
Florida
$507K +$507K +6,340 New
Bessemer Group
783
Bessemer Group
New Jersey
$504K -$411K -5,132 -45%
CCC
784
Chelsea Counsel Company
California
$503K +$2.88K +36 +0.6%
ACM
785
Argentus Capital Management
Texas
$503K +$37.2K +464 +8%
TIA
786
Tiemann Investment Advisors
California
$500K – – –
AR
787
Advisory Research
Illinois
$491K +$801 +10 +0.2%
PL
788
Parkwood LLC
Ohio
$490K – – –
CI
789
Capital Innovations
Wisconsin
$489K +$22K +275 +5%
KS
790
Karpas Strategies
Connecticut
$486K – – –
VC
791
Vicus Capital
Pennsylvania
$485K +$59.9K +748 +14%
FBC
792
Fairfield, Bush & Co
Connecticut
$483K – – –
WP
793
WealthPLAN Partners
Nebraska
$481K -$655K -8,453 -58%
RWA
794
River Wealth Advisors
Pennsylvania
$474K +$36.2K +452 +8%
WC
795
Whitnell & Co
Illinois
$472K – – –
OMCS
796
Old Mutual Customised Solutions
South Africa
$470K -$272K -3,400 -37%
MWP
797
MYCIO Wealth Partners
Pennsylvania
$469K +$101K +1,259 +27%
NB
798
NBT Bank
New York
$467K -$73.3K -915 -14%
FHC
799
First Heartland Consultants
Missouri
$466K -$23.4K -293 -5%
WTC
800
WhitTier Trust Company
Nevada
$466K -$2.64K -33 -0.6%
30 31
32
33 34