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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 %
IP
876
Isthmus Partners
Wisconsin
$370K – – –
BAM
877
Brave Asset Management
New Jersey
$370K +$17.3K +202 +5%
EWM
878
Endurance Wealth Management
Rhode Island
$369K -$7.12K -83 -2%
MCM
879
MV Capital Management
Maryland
$369K +$14.7K +171 +4%
HA
880
Halsey Associates
Connecticut
$368K – – –
CS
881
Comerica Securities
Michigan
$367K +$148K +1,728 +68%
BONST
882
Bank of Nova Scotia Trust
Ontario, Canada
$366K – – –
DPIM
883
Duff & Phelps Investment Management
Illinois
$365K +$365K +4,260 New
LWCFA
884
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K +$194K +2,266 +117%
WTB
885
Washington Trust Bank
Washington
$355K +$53.3K +622 +18%
DP
886
Dearborn Partners
Illinois
$354K +$17.1K +200 +5%
FIM
887
Frontier Investment Management
Texas
$353K -$58.2K -728 -14%
CAG
888
Crestwood Advisors Group
Massachusetts
$353K +$353K +4,116 New
CFA
889
Capstone Financial Advisors
Illinois
$352K – – –
IAM
890
Impax Asset Management
New Hampshire
$352K +$25.7K +300 +8%
FWCM
891
Ferguson Wellman Capital Management
Oregon
$351K -$29.9K -349 -8%
CC
892
Cannell & Co
New York
$347K – – –
PBO
893
Peoples Bank (Ohio)
Ohio
$345K – – –
CWP
894
Capital Wealth Planning
Florida
$344K – – –
EFSCE
895
Enterprise Financial Services Corp (EFSC)
Missouri
$343K – – –
S
896
SignatureFD
Georgia
$342K +$34.8K +406 +11%
BSW
897
Buckingham Strategic Wealth
Missouri
$341K +$24.7K +288 +8%
BHBT
898
Burke & Herbert Bank & Trust
Virginia
$340K +$27.5K +321 +9%
AP
899
Appleton Partners
Massachusetts
$338K -$36.8K -430 -10%
IIC
900
Integrated Investment Consultants
Michigan
$337K +$85.8K +1,000 +34%
34 35
36
37 38