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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 %
Koshinski Asset Management
826
Koshinski Asset Management
Illinois
$440K +$440K +5,132 New
CS
827
Credential Securities
$437K -$2.66K -31 -0.6%
HCMT
828
Highland Capital Management (Tennessee)
Tennessee
$436K – – –
WDA
829
Wendell David Associates
New Hampshire
$433K -$30K -348 -6%
FMLI
830
Fukoku Mutual Life Insurance
Japan
$433K -$25.7K -300 -6%
OCG
831
Opus Capital Group
Ohio
$431K – – –
RWA
832
Ropes Wealth Advisors
Massachusetts
$431K +$4.46K +52 +1%
WA1
833
Wimmer Associates 1
California
$430K +$17.2K +201 +4%
DWM
834
Destination Wealth Management
California
$430K +$430K +5,011 New
Fisher Asset Management
835
Fisher Asset Management
Washington
$429K +$64.1K +746 +18%
OC
836
Oarsman Capital
Wisconsin
$428K -$12.9K -150 -3%
IAMOG
837
Investors Asset Management of Georgia
Georgia
$425K – – –
KFC
838
Klingenstein Fields & Co
New York
$424K – – –
WKWM
839
Walter & Keenan Wealth Management
Indiana
$424K +$10.7K +125 +3%
RBC
840
Ronald Blue & Co
Georgia
$420K -$211K -2,460 -33%
KC
841
Kingfisher Capital
North Carolina
$419K -$18.5K -216 -4%
ACP
842
Aviance Capital Partners
Florida
$417K -$514K -6,000 -55%
RC
843
RegentAtlantic Capital
New Jersey
$417K +$14.6K +170 +4%
SFI
844
SPC Financial Inc
Maryland
$416K -$34.3K -400 -8%
CB
845
Community Bank
New York
$416K – – –
WCM
846
Windsor Capital Management
Arizona
$415K -$6.26K -73 -1%
OA
847
Outfitter Advisors
Virginia
$413K +$7.38K +86 +2%
MC
848
Middleton & Co
Massachusetts
$412K -$27.7K -323 -6%
GD
849
Grandfield & Dodd
New York
$408K – – –
AMM
850
American Money Management
California
$407K +$407K +4,740 New
32 33
34
35 36