DUK icon

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 %
PGIM
951
Pacific Global Investment Management
California
$246K – – –
BDF
952
Balasa Dinverno & Foltz
$245K -$23.7K -293 -9%
PHS
953
Pekin Hardy Strauss
Illinois
$245K – – –
SC
954
Saturna Capital
Washington
$245K – – –
EIM
955
Emerson Investment Management
Massachusetts
$244K -$237K -2,948 -49%
SIG
956
Schooner Investment Group
Pennsylvania
$243K – – –
LIC
957
Lodestar Investment Counsel
Illinois
$243K +$243K +3,008 New
CD
958
Carl Domino
Florida
$242K – – –
CL
959
Croft-Leominster
Maryland
$240K – – –
HFA
960
High Falls Advisors
New York
$239K -$12.4K -154 -5%
NIA
961
Northstar Investment Advisors
Colorado
$238K – – –
RB
962
Rodgers Brothers
Pennsylvania
$235K +$235K +2,907 New
CAM
963
Cubic Asset Management
Massachusetts
$235K +$235K +2,911 New
IIC
964
Integrated Investment Consultants
Michigan
$234K +$234K +2,930 New
LWM
965
LBA Wealth Management
Florida
$232K -$19.7K -245 -8%
DE
966
Day & Ennis
Georgia
$231K -$2.5K -31 -1%
AI
967
Accredited Investors
Minnesota
$229K +$229K +2,836 New
GI
968
Gradient Investments
Minnesota
$227K -$52.1K -645 -19%
DWT
969
Dorsey & Whitney Trust
South Dakota
$227K -$27.1K -336 -11%
YMRC
970
Yorktown Management & Research Company
Virginia
$226K – – –
CCM
971
Check Capital Management
California
$226K +$226K +2,799 New
ST
972
Spinnaker Trust
Maine
$224K +$224K +2,772 New
EM
973
Excalibur Management
Massachusetts
$224K +$224K +2,775 New
EWM
974
Evermay Wealth Management
Virginia
$224K +$224K +2,779 New
BEAM
975
Baker Ellis Asset Management
Washington
$223K +$23.3K +289 +12%
37 38
39
40 41