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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 %
DCM
826
Donaldson Capital Management
Indiana
$406K +$112K +1,403 +38%
WDA
827
Wendell David Associates
New Hampshire
$403K – – –
OCG
828
Opus Capital Group
Ohio
$402K – – –
IAMOG
829
Investors Asset Management of Georgia
Georgia
$401K +$4.24K +53 +1%
SWM
830
Stockman Wealth Management
Montana
$401K +$401K +5,009 New
RWA
831
Ropes Wealth Advisors
Massachusetts
$398K -$4.16K -52 -1%
OC
832
Oarsman Capital
Wisconsin
$397K -$2.4K -30 -0.6%
KFC
833
Klingenstein Fields & Co
New York
$396K – – –
WKWM
834
Walter & Keenan Wealth Management
Indiana
$395K – – –
OA
835
Outfitter Advisors
Virginia
$393K +$8K +100 +2%
BFM
836
Boothbay Fund Management
New York
$393K +$393K +4,904 New
ADL
837
Asset Dedication LLC
California
$392K +$96.8K +1,207 +33%
KC
838
Kingfisher Capital
North Carolina
$391K +$80 +1 +0%
MC
839
Middleton & Co
Massachusetts
$391K +$6.25K +78 +2%
RC
840
RegentAtlantic Capital
New Jersey
$390K +$240 +3 +0.1%
MCM
841
Marathon Capital Management
Maryland
$390K +$390K +4,873 New
ACP
842
Aviance Capital Partners
Florida
$389K – – –
SFI
843
SPC Financial Inc
Maryland
$388K – – –
RBC
844
Ronald Blue & Co
Georgia
$385K -$7.85K -98 -2%
CS
845
Comerica Securities
Michigan
$385K +$43K +538 +13%
WRM
846
Westport Resources Management
Connecticut
$382K -$289K -3,618 -43%
WCM
847
Windsor Capital Management
Arizona
$381K -$6.32K -79 -2%
GT
848
Greenleaf Trust
Michigan
$381K +$86.3K +1,078 +29%
AMM
849
American Money Management
California
$379K – – –
WA1
850
Wimmer Associates 1
California
$377K -$24.8K -309 -6%
32 33
34
35 36