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Duke Energy
DUK

Overview Fund Activity

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
926
CIBC Bank USA
Illinois
$275K -$12.4K -154 -4%
JPMIA
927
J.P. Marvel Investment Advisors
Massachusetts
$275K – – –
DK
928
Darrell & King
Virginia
$274K – – –
AA
929
Apriem Advisors
California
$274K +$250K +3,100 +1,033%
KB
930
Kimelman & Baird
New York
$273K +$273K +3,390 New
CA
931
CapWealth Advisors
Tennessee
$271K +$24.2K +300 +10%
IFAM
932
Institutional & Family Asset Management
Colorado
$269K – – –
CL
933
CPWM LLC
Washington
$269K +$25.7K +318 +11%
SOAMC
934
Spirit of America Management Corp
New York
$269K +$269K +3,335 New
HAM
935
Highstreet Asset Management
Ontario, Canada
$268K -$911K -11,272 -77%
FMWA
936
Forvis Mazars Wealth Advisors
Missouri
$268K -$20.9K -259 -7%
GF
937
Gerstein Fisher
New York
$264K +$264K +3,275 New
AHC
938
Adell Harriman & Carpenter
Texas
$264K -$32.3K -400 -11%
IC
939
Investment Counsel
Michigan
$263K -$38.4K -475 -13%
KPCM
940
Kings Point Capital Management
New York
$262K – – –
PHAM
941
Palisades Hudson Asset Management
Florida
$262K – – –
AWM
942
Avior Wealth Management
Nebraska
$262K +$4.12K +51 +2%
BRA
943
Bender Robert & Associates
California
$256K -$4.45K -55 -2%
CIS
944
Connors Investor Services
Pennsylvania
$255K – – –
GHA
945
GW Henssler & Associates
Georgia
$254K -$101K -1,252 -28%
WFMPM
946
Woodley Farra Manion Portfolio Management
Indiana
$254K – – –
FRM
947
Fox Run Management
Connecticut
$250K +$250K +3,100 New
Luther King Capital Management (LKCM)
948
Luther King Capital Management (LKCM)
Texas
$248K -$202K -2,500 -45%
STMM
949
South Texas Money Management
Texas
$247K -$11.5K -143 -4%
RFA
950
Reilly Financial Advisors
California
$246K -$79.4K -984 -24%
36 37
38
39 40