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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 %
CCM
851
Compton Capital Management
Rhode Island
$406K -$3.95K -46 -1%
JG
852
Jefferies Group
New York
$405K -$142K -1,659 -26%
RMAM
853
Raab & Moskowitz Asset Management
New Jersey
$401K +$69.4K +811 +21%
BWFM
854
Bridgewater Wealth & Financial Management
Maryland
$399K -$3.69K -43 -0.9%
AB
855
AT Bancorp
Iowa
$398K – – –
RP
856
Reinhart Partners
Wisconsin
$398K +$398K +4,635 New
RMCM
857
Reynders McVeigh Capital Management
Massachusetts
$397K -$47.2K -550 -11%
MWP
858
MYCIO Wealth Partners
Pennsylvania
$395K – – –
KCM
859
Kanawha Capital Management
Virginia
$394K -$600 -7 -0.2%
DJSG
860
D.J. St. Germain
Massachusetts
$394K +$394K +4,591 New
CBTWT
861
Community Bank & Trust (Waco, Texas)
Texas
$392K -$17.2K -200 -4%
ST
862
Smithfield Trust
Pennsylvania
$385K -$333K -3,877 -46%
ST
863
Spinnaker Trust
Maine
$384K +$146K +1,700 +61%
MMG
864
Monetary Management Group
Missouri
$383K – – –
BSB
865
Bangor Savings Bank
Maine
$383K +$10K +117 +3%
AAC
866
Asset Advisors Corp
Georgia
$382K – – –
SIC
867
Shoker Investment Counsel
Ohio
$379K +$1.72K +20 +0.5%
GSBTD
868
Glenview State Bank Trust Department
Illinois
$378K -$30.5K -356 -7%
CIC
869
Crawford Investment Counsel
Georgia
$377K +$12.9K +151 +4%
WEC
870
Winslow Evans & Crocker
Massachusetts
$376K +$6.09K +71 +2%
AW
871
ACG Wealth
Georgia
$375K -$32.5K -378 -8%
PG
872
Patten Group
Tennessee
$373K -$11.1K -129 -3%
PAIA
873
Park Avenue Institutional Advisers
New York
$373K +$944 +11 +0.3%
FNB
874
First Niagara Bank
New York
$370K -$1.46K -17 -0.4%
PWLP
875
Prio Wealth Limited Partnership
Massachusetts
$370K – – –
33 34
35
36 37