DUK icon

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 %
CA
951
CapWealth Advisors
Tennessee
$285K -$3.52K -41 -1%
Fidelity International
952
Fidelity International
Bermuda
$280K -$231K -2,685 -45%
PHAM
953
Palisades Hudson Asset Management
Florida
$279K – – –
HL
954
HeadInvest LLC
Maine
$273K -$24.7K -288 -8%
WFMPM
955
Woodley Farra Manion Portfolio Management
Indiana
$270K – – –
RFA
956
Reilly Financial Advisors
California
$267K +$5.66K +66 +2%
ABC
957
Associated Banc-Corp
Wisconsin
$265K +$32.2K +376 +14%
LIC
958
Lodestar Investment Counsel
Illinois
$263K +$4.55K +53 +2%
AWM
959
Avior Wealth Management
Nebraska
$261K -$17.2K -201 -6%
PGIM
960
Pacific Global Investment Management
California
$261K – – –
DE
961
Day & Ennis
Georgia
$261K +$15.4K +179 +6%
SC
962
Saturna Capital
Washington
$260K – – –
BFM
963
Boston Financial Management
Massachusetts
$260K +$260K +3,028 New
BRA
964
Bender Robert & Associates
California
$259K -$13.1K -153 -5%
KM
965
Kalos Management
Georgia
$259K +$259K +3,014 New
BDF
966
Balasa Dinverno & Foltz
$258K -$2.58K -30 -1%
CAM
967
CG Asset Management
New York
$257K -$141K -1,650 -35%
SIG
968
Schooner Investment Group
Pennsylvania
$257K – – –
CL
969
Croft-Leominster
Maryland
$256K – – –
STMM
970
South Texas Money Management
Texas
$253K -$9.34K -109 -4%
NIA
971
Northstar Investment Advisors
Colorado
$253K – – –
Lido Advisors
972
Lido Advisors
California
$252K +$252K +2,942 New
CAM
973
Cubic Asset Management
Massachusetts
$250K – – –
OAM
974
Occidental Asset Management
California
$250K +$250K +2,913 New
RB
975
Rodgers Brothers
Pennsylvania
$249K – – –
37 38
39
40 41