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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 %
LWA
901
Lebenthal Wealth Advisors
New York
$336K +$336K +3,919 New
HKIM
902
Hayek Kallen Investment Management
Alabama
$335K -$7.13K -83 -2%
EGA
903
Eagle Global Advisors
Texas
$333K – – –
CT
904
Coastline Trust
Rhode Island
$329K – – –
WAM
905
Wealthspire Advisors (Maryland)
Maryland
$328K +$10.6K +124 +3%
AFWA
906
Ancora Family Wealth Advisors
Ohio
$326K -$60.4K -703 -16%
GIP
907
Granite Investment Partners
California
$326K – – –
CBU
908
CIBC Bank USA
Illinois
$326K +$32.2K +375 +11%
IFAM
909
Institutional & Family Asset Management
Colorado
$323K – – –
VFP
910
Verus Financial Partners
Virginia
$319K +$944 +11 +0.3%
ADL
911
Asset Dedication LLC
California
$317K -$15K -174 -5%
GT
912
Greenleaf Trust
Michigan
$316K -$57.1K -666 -15%
B
913
Bailard
California
$315K -$102K -1,185 -24%
SAM
914
SignalPoint Asset Management
Missouri
$315K +$86 +1 +0%
CEP
915
Chicago Equity Partners
Illinois
$315K +$5.15K +60 +2%
DCM
916
Donaldson Capital Management
Indiana
$315K +$13.8K +161 +5%
MIC
917
Meridian Investment Counsel
California
$313K – – –
CCM
918
Crossvault Capital Management
Texas
$312K – – –
Mackenzie Financial
919
Mackenzie Financial
Ontario, Canada
$312K +$312K +3,632 New
CG
920
Cutler Group
California
$311K -$781K -9,105 -72%
MCM
921
Mengis Capital Management
Oregon
$311K – – –
RT
922
Rockland Trust
Massachusetts
$311K +$10.3K +120 +3%
HCA
923
Horan Capital Advisors
Ohio
$310K -$42.3K -493 -12%
BA
924
Bennicas & Associates
California
$310K – – –
SCM
925
Salem Capital Management
Massachusetts
$309K – – –
35 36
37
38 39