DUK icon

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 %
BSW
901
Buckingham Strategic Wealth
Missouri
$318K -$160 -2 -0.1%
CCP
902
Corient Capital Partners
California
$318K +$318K +3,979 New
CCG
903
Cypress Capital Group
Florida
$315K -$100K -1,251 -24%
CT
904
Coastline Trust
Rhode Island
$315K +$8.38K +105 +3%
HKIM
905
Hayek Kallen Investment Management
Alabama
$314K +$1.44K +18 +0.5%
VAM
906
Verity Asset Management
North Carolina
$311K +$24.2K +302 +8%
EGA
907
Eagle Global Advisors
Texas
$310K – – –
ED
908
Exane Derivatives
France
$309K -$1.14M -14,192 -79%
Twin Tree Management
909
Twin Tree Management
Texas
$309K +$309K +3,856 New
VFP
910
Verus Financial Partners
Virginia
$307K +$8.98K +112 +3%
IIC
911
Integrated Investment Consultants
Michigan
$306K – – –
DJSG
912
D.J. St. Germain
Massachusetts
$304K -$63.3K -791 -17%
GIP
913
Granite Investment Partners
California
$304K – – –
GHA
914
GW Henssler & Associates
Georgia
$304K +$88.7K +1,109 +41%
MCM
915
MV Capital Management
Maryland
$303K -$41K -513 -12%
SFG
916
SNS Financial Group
Minnesota
$302K -$1.75M -21,900 -85%
IFAM
917
Institutional & Family Asset Management
Colorado
$302K – – –
PAS
918
Park Avenue Securities
New York
$299K +$82.9K +1,048 +38%
ABTD
919
Arvest Bank Trust Division
Oklahoma
$298K +$298K +3,728 New
RT
920
Rockland Trust
Massachusetts
$293K +$3.28K +41 +1%
MIC
921
Meridian Investment Counsel
California
$292K – – –
CCM
922
Crossvault Capital Management
Texas
$291K – – –
MCM
923
Mengis Capital Management
Oregon
$290K – – –
BA
924
Bennicas & Associates
California
$289K – – –
HCA
925
Horan Capital Advisors
Ohio
$289K – – –
35 36
37
38 39