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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 %
CL
926
CPWM LLC
Washington
$289K +$14.3K +178 +5%
SCM
927
Salem Capital Management
Massachusetts
$288K – – –
Tudor Investment Corp
928
Tudor Investment Corp
Connecticut
$288K +$288K +3,600 New
KPCM
929
Kings Point Capital Management
New York
$284K – – –
DWT
930
Dorsey & Whitney Trust
South Dakota
$284K +$13.8K +172 +5%
VWA
931
V Wealth Advisors
Kansas
$284K +$81.9K +1,025 +41%
VCM
932
Versant Capital Management
Arizona
$283K +$5.84K +73 +2%
GIP
933
Greatmark Investment Partners
Georgia
$282K – – –
TC
934
Telemus Capital
Michigan
$280K -$1.2K -15 -0.4%
GJIC
935
Gamble Jones Investment Counsel
California
$280K -$1.04K -13 -0.4%
AA
936
Apriem Advisors
California
$280K – – –
TCM
937
Twin Capital Management
Pennsylvania
$280K – – –
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$279K -$56.7K -710 -17%
P
939
Pitcairn
Pennsylvania
$279K +$5.04K +63 +2%
B
940
Bailard
California
$276K -$17.8K -222 -6%
GI
941
Gradient Investments
Minnesota
$276K +$56.4K +705 +26%
HCM
942
Horrell Capital Management
Arkansas
$273K – – –
JPMIA
943
J.P. Marvel Investment Advisors
Massachusetts
$273K – – –
DK
944
Darrell & King
Virginia
$272K – – –
BDF
945
Balasa Dinverno & Foltz
$272K +$31.6K +395 +13%
CHP
946
Cable Hill Partners
Oregon
$272K +$62.6K +813 +30%
CIS
947
Connors Investor Services
Pennsylvania
$269K – – –
KB
948
Kimelman & Baird
New York
$268K -$8.24K -103 -3%
BAM
949
Berkshire Asset Management
Pennsylvania
$268K – – –
BA
950
BKS Advisors
Michigan
$268K +$80K +1,000 +43%
36 37
38
39 40