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Duke Energy
DUK

Overview Fund Activity

1,096 hedge funds and large institutions have $27.8B invested in Duke Energy in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 429 increasing their positions, 392 reducing their positions, and 65 closing their positions.

Holders
1,096
Holders Change
+33
Holders Change %
+3.1%
% of All Funds
28.78%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
113
Increased
429
Reduced
392
Closed
65
Calls
$215M
Puts
$124M
Net Calls
+$90.9M
Net Calls Change
+$46.1M

Top Buyers

1
ACM
1
Americafirst Capital Management
California
$1.05B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$91.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$256M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.94B
5
Goldman Sachs
5
Goldman Sachs
New York
$214M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$298M
2
Franklin Resources
2
Franklin Resources
California
$1.13B
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$867M
5
Ameriprise
5
Ameriprise
Minnesota
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Russell Frank Company
Washington
$54.7M 757,669 -550,142 -42%
GC
77
Guggenheim Capital
Illinois
$53.9M 754,770 +157,129 +26%
H
78
Hexavest
Quebec, Canada
$52.9M 740,959 +68,275 +10%
USAA
79
United Services Automobile Association
Texas
$52.8M 740,038 +63,961 +9%
BA
80
BlackRock Advisors
Delaware
$52.2M 731,784 +122,940 +20%
SO
81
STRS Ohio
Ohio
$51.9M 727,004 -15,162 -2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$51.1M 716,121 +125,938 +21%
Stifel Financial
83
Stifel Financial
Missouri
$50.9M 712,409 +448,905 +170%
HI
84
Honeywell International
North Carolina
$49.4M 691,700 +200 +0%
JHIU
85
Janus Henderson Investors US
Colorado
$49.1M 687,151 -540,487 -44%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$46.1M 646,301 +100,062 +18%
Cohen & Steers
87
Cohen & Steers
New York
$46M 644,966 -117,122 -15%
Canada Life
88
Canada Life
Manitoba, Canada
$45.8M 641,835 +36,873 +6%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$43.3M 606,936 -28,127 -4%
AQR Capital Management
90
AQR Capital Management
Connecticut
$42.9M 600,657 +93,740 +18%
NMIMC
91
Northwestern Mutual Investment Management Company
Wisconsin
$42.3M 592,931 +31,574 +6%
Allianz Asset Management
92
Allianz Asset Management
Germany
$41.4M 579,288 -429,364 -43%
ECP
93
Electron Capital Partners
New York
$41.2M 577,402 +551,130 +2,098%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$41.1M 576,129 +3,838 +0.7%
First Trust Advisors
95
First Trust Advisors
Illinois
$40.3M 564,078 -78,625 -12%
Axa
96
Axa
France
$39.6M 554,199 -12,691 -2%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$39.3M 550,113 +19,858 +4%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$38.3M 536,835 -10,550 -2%
CI
99
Cincinnati Insurance
Ohio
$37.4M 523,600 – –
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.9M 503,207 -375 -0.1%
2 3
4
5 6