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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 %
UBWV
801
United Bank (West Virginia)
West Virginia
$502K -$21.9K -256 -4%
CI
802
Capital Innovations
Wisconsin
$501K -$52.4K -610 -9%
MI
803
Montage Investments
Kansas
$500K +$22.4K +261 +5%
ACM
804
Argentus Capital Management
Texas
$499K +$19.5K +227 +4%
SAMC
805
Shinko Asset Management Company
Japan
$498K +$146K +1,700 +41%
CPSAC
806
Chas P. Smith & Associates (CPS)
Florida
$488K -$25.1K -293 -5%
NCM
807
Novare Capital Management
North Carolina
$485K -$25.6K -298 -5%
LIA
808
LBMC Investment Advisors
Tennessee
$480K +$26.6K +310 +6%
BKA
809
Brick & Kyle Associates
Pennsylvania
$479K -$4.29K -50 -0.9%
MIM
810
Montgomery Investment Management
Maryland
$477K -$31.7K -369 -6%
BCP
811
Berkeley Capital Partners
Georgia
$474K +$4.63K +54 +1%
MA
812
MCF Advisors
Kentucky
$473K +$44.6K +520 +10%
TBA
813
Tower Bridge Advisors
Pennsylvania
$472K – – –
FMW
814
Farr Miller & Washington
District of Columbia
$470K – – –
RWA
815
River Wealth Advisors
Pennsylvania
$469K +$20.4K +238 +5%
DWM
816
Darwin Wealth Management
Florida
$467K +$467K +5,449 New
BFC
817
Blue Fin Capital
Rhode Island
$462K +$10.7K +125 +2%
B
818
BancorpSouth
Mississippi
$460K +$14.9K +174 +3%
YIA
819
YHB Investment Advisors
Connecticut
$459K -$3.18K -37 -0.7%
BIG
820
Bellwether Investment Group
Tennessee
$459K +$459K +5,347 New
SCM
821
Southport Capital Management
Tennessee
$458K +$82.7K +964 +22%
VC
822
Vicus Capital
Pennsylvania
$455K +$455K +5,308 New
SMC
823
Smith, Moore & Co
Missouri
$445K -$171K -1,998 -28%
HC
824
Hourglass Capital
Texas
$445K – – –
CCG
825
Cypress Capital Group
Florida
$445K +$84.5K +985 +23%
31 32
33
34 35