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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 %
RMAM
851
Raab & Moskowitz Asset Management
New Jersey
$374K – – –
ST
852
Spinnaker Trust
Maine
$372K +$14K +175 +4%
AB
853
AT Bancorp
Iowa
$371K – – –
KCM
854
Kanawha Capital Management
Virginia
$369K +$1.04K +13 +0.3%
CIS
855
Capital International Sarl
California
$368K -$536K -6,700 -59%
CBTWT
856
Community Bank & Trust (Waco, Texas)
Texas
$366K – – –
WTB
857
Washington Trust Bank
Washington
$365K +$34.1K +427 +10%
MA
858
MCF Advisors
Kentucky
$364K -$77.3K -965 -18%
AWA
859
AmeriServ Wealth Advisors
Pennsylvania
$364K +$364K +4,546 New
GSBTD
860
Glenview State Bank Trust Department
Illinois
$363K +$10K +125 +3%
RMCM
861
Reynders McVeigh Capital Management
Massachusetts
$361K -$9.28K -116 -3%
ST
862
Smithfield Trust
Pennsylvania
$359K – – –
MMG
863
Monetary Management Group
Missouri
$359K +$1.36K +17 +0.4%
BMC
864
Benin Management Corp
Connecticut
$356K +$356K +4,446 New
SIC
865
Shoker Investment Counsel
Ohio
$355K +$1.68K +21 +0.5%
Verition Fund Management
866
Verition Fund Management
Connecticut
$355K +$355K +4,433 New
RHBC
867
R.H. Bluestein & Co
Michigan
$353K -$155K -1,940 -31%
IAM
868
Impax Asset Management
New Hampshire
$352K +$24K +300 +7%
WAM
869
Wealthspire Advisors (Maryland)
Maryland
$348K +$41.6K +519 +14%
KSA
870
Ken Stern & Associates
California
$345K +$345K +4,315 New
LP
871
LMR Partners
United Kingdom
$344K +$344K +4,307 New
PWLP
872
Prio Wealth Limited Partnership
Massachusetts
$343K -$2K -25 -0.6%
HA
873
Halsey Associates
Connecticut
$343K – – –
WEC
874
Winslow Evans & Crocker
Massachusetts
$343K -$8.32K -104 -2%
GD
875
Grandfield & Dodd
New York
$342K -$38.7K -483 -10%
33 34
35
36 37