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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 %
GF
926
Gerstein Fisher
New York
$309K +$28.3K +330 +10%
VAM
927
Verity Asset Management
North Carolina
$307K – – –
KPCM
928
Kings Point Capital Management
New York
$305K +$25.8K +300 +9%
GIP
929
Greatmark Investment Partners
Georgia
$302K -$7.63K -89 -2%
TC
930
Telemus Capital
Michigan
$302K +$302K +3,516 New
GJIC
931
Gamble Jones Investment Counsel
California
$301K +$2.66K +31 +0.9%
TCM
932
Twin Capital Management
Pennsylvania
$300K – – –
AA
933
Apriem Advisors
California
$300K +$8.57K +100 +3%
VCM
934
Versant Capital Management
Arizona
$297K -$5.32K -62 -2%
SFA
935
Sequoia Financial Advisors
Ohio
$296K +$1.63K +19 +0.6%
KB
936
Kimelman & Baird
New York
$296K +$5.49K +64 +2%
P
937
Pitcairn
Pennsylvania
$294K -$3.01K -35 -1%
CL
938
CPWM LLC
Washington
$294K +$8.57K +100 +3%
HCM
939
Horrell Capital Management
Arkansas
$293K – – –
JPMIA
940
J.P. Marvel Investment Advisors
Massachusetts
$293K – – –
DK
941
Darrell & King
Virginia
$292K – – –
ERIM
942
Eagle Ridge Investment Management
Connecticut
$289K -$17.1K -200 -6%
DWT
943
Dorsey & Whitney Trust
South Dakota
$289K +$47.6K +555 +20%
CIS
944
Connors Investor Services
Pennsylvania
$288K +$17.2K +200 +6%
BAM
945
Berkshire Asset Management
Pennsylvania
$287K -$46.6K -543 -14%
SLT
946
St Louis Trust
Missouri
$286K -$64.8K -755 -18%
SFM
947
Signet Financial Management
New Jersey
$286K -$9.18K -107 -3%
SOAMC
948
Spirit of America Management Corp
New York
$286K – – –
FMWA
949
Forvis Mazars Wealth Advisors
Missouri
$286K +$1.2K +14 +0.4%
CCB
950
Cutter & Co Brokerage
Missouri
$286K +$286K +3,334 New
36 37
38
39 40