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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
1
Capital World Investors
California
$817M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$948M
3
State Street
3
State Street
Massachusetts
$2.72B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.49B
5
Goldman Sachs
5
Goldman Sachs
New York
$370M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$705M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$106M
4
Franklin Resources
4
Franklin Resources
California
$1.08B
5
LM
5
Luminus Management
Texas
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
76
Gateway Investment Advisers
Ohio
$65.7M +$164K +2,030 +0.2%
LM
77
Luminus Management
Texas
$64.4M -$165M -2,041,481 -72%
Stifel Financial
78
Stifel Financial
Missouri
$61.6M +$4.07M +50,508 +7%
AQR Capital Management
79
AQR Capital Management
Connecticut
$61M +$12.6M +155,620 +26%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$59.6M +$1.85M +22,907 +3%
T
81
TOBAM
France
$59.2M -$4.7M -58,280 -7%
SO
82
STRS Ohio
Ohio
$58.6M -$11.8K -146 -0%
H
83
Hexavest
Quebec, Canada
$57.7M -$2.08M -25,738 -3%
GC
84
Guggenheim Capital
Illinois
$54.2M -$6.66M -82,523 -11%
Canada Life
85
Canada Life
Manitoba, Canada
$54.2M +$2.46M +30,573 +5%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$52.6M +$3.66M +45,422 +7%
Axa
87
Axa
France
$52.4M +$7.72M +95,694 +17%
DFO
88
Duquesne Family Office
New York
$52.4M +$52.4M +649,100 New
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$51.6M -$547K -6,784 -1%
NMIMC
90
Northwestern Mutual Investment Management Company
Wisconsin
$50.1M +$2.25M +27,923 +5%
WRF
91
Waddell & Reed Financial
Kansas
$49.9M +$18.8M +232,400 +60%
Allianz Asset Management
92
Allianz Asset Management
Germany
$49.6M +$2.86M +35,410 +6%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$49M +$4.66M +57,807 +11%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$47.6M +$1.1M +13,636 +2%
BA
95
BlackRock Advisors
Delaware
$45.4M -$13.7M -169,250 -23%
MIS
96
Morningstar Investment Services
Illinois
$45M +$5.35M +66,336 +13%
Citigroup
97
Citigroup
New York
$44.8M +$15.9M +197,142 +55%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$44.6M +$1.33M +16,538 +3%
JHIU
99
Janus Henderson Investors US
Colorado
$43M -$12.5M -154,758 -23%
CI
100
Cincinnati Insurance
Ohio
$42.2M – – –
2 3
4
5 6