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Duke Energy
DUK

Overview Fund Activity

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
826
Kingfisher Capital
North Carolina
$411K +$161 +2 +0%
HCMT
827
Highland Capital Management (Tennessee)
Tennessee
$410K +$4.6K +57 +1%
OCG
828
Opus Capital Group
Ohio
$405K – – –
MA
829
MCF Advisors
Kentucky
$403K +$59.7K +740 +17%
RWA
830
Ropes Wealth Advisors
Massachusetts
$401K – – –
IAMOG
831
Investors Asset Management of Georgia
Georgia
$400K – – –
KFC
832
Klingenstein Fields & Co
New York
$399K -$14.8K -183 -4%
WCM
833
Windsor Capital Management
Arizona
$396K -$4.51K -56 -1%
B
834
Bailard
California
$392K +$392K +4,853 New
CB
835
Community Bank
New York
$391K – – –
RCAMU
836
Rothschild & Co Asset Management US
Connecticut
$390K +$82.5K +1,023 +27%
WKWM
837
Walter & Keenan Wealth Management
Indiana
$388K -$53.7K -666 -12%
WA1
838
Wimmer Associates 1
California
$388K +$50.1K +621 +15%
CCM
839
Compton Capital Management
Rhode Island
$386K -$60.6K -750 -14%
CBTWT
840
Community Bank & Trust (Waco, Texas)
Texas
$385K – – –
GSBTD
841
Glenview State Bank Trust Department
Illinois
$384K – – –
GD
842
Grandfield & Dodd
New York
$384K – – –
AW
843
ACG Wealth
Georgia
$383K +$38.4K +476 +11%
OA
844
Outfitter Advisors
Virginia
$381K – – –
RC
845
RegentAtlantic Capital
New Jersey
$379K -$7.27K -90 -2%
BWFM
846
Bridgewater Wealth & Financial Management
Maryland
$379K +$3.47K +43 +0.9%
FC
847
Forte Capital
New York
$376K +$40.3K +500 +12%
IWM
848
Integrated Wealth Management
California
$375K +$96.8K +1,201 +35%
CAM
849
CG Asset Management
New York
$375K +$133K +1,650 +55%
AB
850
AT Bancorp
Iowa
$374K -$1.21K -15 -0.3%
32 33
34
35 36