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 %
Lido Advisors
801
Lido Advisors
California
$466K +$231K +2,884 +98%
B
802
BancorpSouth
Mississippi
$460K +$30.9K +386 +7%
GIM
803
Groesbeck Investment Management
New Jersey
$459K +$459K +5,733 New
WWM
804
Willingdon Wealth Management
North Carolina
$458K -$1.53M -19,123 -77%
Two Sigma Advisers
805
Two Sigma Advisers
New York
$453K +$453K +5,657 New
LIA
806
LBMC Investment Advisors
Tennessee
$452K +$3.69K +46 +0.8%
S
807
SignatureFD
Georgia
$452K +$132K +1,654 +41%
JFA
808
JNBA Financial Advisors
Minnesota
$452K +$445K +5,558 +6,389%
Members Trust
809
Members Trust
Florida
$448K -$26K -325 -5%
BKA
810
Brick & Kyle Associates
Pennsylvania
$447K – – –
BCP
811
Berkeley Capital Partners
Georgia
$444K +$1.6K +20 +0.4%
FMW
812
Farr Miller & Washington
District of Columbia
$444K +$6.71K +84 +2%
TBA
813
Tower Bridge Advisors
Pennsylvania
$441K – – –
DWM
814
Darwin Wealth Management
Florida
$438K +$2.08K +26 +0.5%
SAMC
815
Shinko Asset Management Company
Japan
$435K -$29.4K -367 -6%
BFC
816
Blue Fin Capital
Rhode Island
$431K – – –
AIA
817
Allegis Investment Advisors
Idaho
$424K -$55.1K -688 -12%
YIA
818
YHB Investment Advisors
Connecticut
$421K -$6.96K -87 -2%
CB
819
Community Bank
New York
$421K +$33.2K +415 +9%
AAC
820
Asset Advisors Corp
Georgia
$419K +$62.7K +783 +18%
SMC
821
Smith, Moore & Co
Missouri
$416K +$240 +3 +0.1%
FTC
822
Farmers Trust Company
Ohio
$413K -$123K -1,539 -23%
DWM
823
Destination Wealth Management
California
$413K +$11.8K +148 +3%
CS
824
Credential Securities
$409K +$560 +7 +0.1%
HCMT
825
Highland Capital Management (Tennessee)
Tennessee
$406K – – –
31 32
33
34 35