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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 %
BONST
876
Bank of Nova Scotia Trust
Ontario, Canada
$341K – – –
LBC
877
Lowe Brockenbrough & Co
Virginia
$339K +$339K +4,239 New
MIM
878
Montgomery Investment Management
Maryland
$338K -$107K -1,332 -24%
SAM
879
SignalPoint Asset Management
Missouri
$338K +$44.3K +553 +15%
NAMA
880
Nikko Asset Management Americas
New York
$336K -$336K -4,200 -50%
EWM
881
Endurance Wealth Management
Rhode Island
$332K – – –
CC
882
Cannell & Co
New York
$332K +$8K +100 +2%
IP
883
Isthmus Partners
Wisconsin
$331K – – –
DP
884
Dearborn Partners
Illinois
$331K – – –
BCM
885
BlueCrest Capital Management
Jersey
$331K +$331K +4,139 New
CA
886
Commerzbank Aktiengesellschaft
Germany
$329K -$2.06M -25,754 -86%
CIC
887
Crawford Investment Counsel
Georgia
$329K -$23.1K -288 -7%
CAG
888
Crestwood Advisors Group
Massachusetts
$329K – – –
BSB
889
Bangor Savings Bank
Maine
$328K -$29.9K -373 -8%
FWCM
890
Ferguson Wellman Capital Management
Oregon
$328K – – –
CFA
891
Capstone Financial Advisors
Illinois
$328K – – –
AP
892
Appleton Partners
Massachusetts
$323K +$6.81K +85 +2%
CWP
893
Capital Wealth Planning
Florida
$322K – – –
BHBT
894
Burke & Herbert Bank & Trust
Virginia
$322K +$4.25K +53 +1%
DPIM
895
Duff & Phelps Investment Management
Illinois
$320K -$20.8K -260 -6%
EFSCE
896
Enterprise Financial Services Corp (EFSC)
Missouri
$320K – – –
EP
897
Edgestream Partners
New Jersey
$320K +$320K +3,999 New
PG
898
Patten Group
Tennessee
$319K -$18.2K -234 -5%
WIP
899
Wellesley Investment Partners
Massachusetts
$319K +$319K +3,992 New
PBO
900
Peoples Bank (Ohio)
Ohio
$318K -$4.01K -50 -1%
34 35
36
37 38