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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.

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
1
Capital Research Global Investors
California
$1.35B
2
Barclays
2
Barclays
United Kingdom
$497M
3
ZP
3
Zimmer Partners
New York
$112M
4
O
4
OppenheimerFunds
New York
$72.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$804M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
CBOA
2
Commonwealth Bank of Australia
Australia
$18.9M
3
Capital World Investors
3
Capital World Investors
California
$701M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$498M
5
Capital International Investors
5
Capital International Investors
California
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAC
76
Smith Affiliated Capital
New York
$69.6M -$74.6M – –
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$65.1M -$11.5M -143,428 -15%
UIM
78
USS Investment Management
United Kingdom
$63.3M – – –
GIA
79
Gateway Investment Advisers
Ohio
$63.1M -$1.83M -22,863 -3%
Stifel Financial
80
Stifel Financial
Missouri
$62.4M -$4.6M -57,465 -7%
JHIU
81
Janus Henderson Investors US
Colorado
$61.9M +$10.4M +129,669 +20%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$60.9M -$728K -9,090 -1%
MIS
83
Morningstar Investment Services
Illinois
$59.8M +$7.83M +97,767 +15%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$59.7M +$9.94M +124,143 +20%
SO
85
STRS Ohio
Ohio
$58.4M -$989K -12,354 -2%
WRF
86
Waddell & Reed Financial
Kansas
$58.4M -$4.39M -54,900 -7%
LM
87
Luminus Management
Texas
$57.8M +$28.3M +354,000 +96%
GC
88
Guggenheim Capital
Illinois
$55.9M -$6.1M -76,253 -10%
MIP
89
Mondrian Investment Partners
United Kingdom
$55.8M -$8.47M -105,841 -13%
AQR Capital Management
90
AQR Capital Management
Connecticut
$54.6M +$4.89M +61,043 +10%
EA
91
Emerald Acquisition
Washington
$53.4M -$46.1M -576,483 -46%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$51.8M +$428K +5,352 +0.8%
BA
93
BlackRock Advisors
Delaware
$50.2M +$763K +9,529 +2%
AIMCA
94
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$49.3M +$18.8M +234,700 +61%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$48M -$2.01M -25,170 -4%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$46.7M -$1.08M -13,552 -2%
Allianz Asset Management
97
Allianz Asset Management
Germany
$46M -$2.19M -27,342 -5%
H
98
Hexavest
Quebec, Canada
$45.7M +$20.8M +259,995 +84%
SB
99
Suntrust Banks
Georgia
$44.4M +$598K +7,468 +1%
IGIM
100
I.G. Investment Management
Manitoba, Canada
$42.9M -$3.4M -42,476 -7%
2 3
4
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