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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
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 %
LRPA
976
L. Roy Papp & Associates
Arizona
$223K +$223K +2,765 New
HWA
977
Heritage Wealth Advisors
Virginia
$223K +$223K +2,776 New
CHP
978
Cable Hill Partners
Oregon
$221K – – –
ABC
979
Associated Banc-Corp
Wisconsin
$219K -$19.7K -244 -8%
VNA
980
Valley National Advisers
Pennsylvania
$219K +$41.8K +518 +24%
PWP
981
Private Wealth Partners
California
$218K +$218K +2,700 New
RPG
982
Risk Paradigm Group
Texas
$218K +$6.86K +85 +3%
VCAM
983
Van Cleef Asset Management
Ohio
$214K +$214K +2,655 New
AIM
984
Avity Investment Management
Connecticut
$214K +$214K +2,676 New
OSNBOA
985
Old Second National Bank of Aurora
Illinois
$213K – – –
CIM
986
Cetera Investment Management
California
$213K +$213K +2,636 New
KTC
987
Kistler-Tiffany Companies
Pennsylvania
$212K -$9.86K -122 -4%
AL
988
Agran Libbie
California
$212K +$212K +2,632 New
JWBC
989
J.W. Burns & Co
New York
$212K +$212K +2,633 New
NSAM
990
North Star Asset Management
Wisconsin
$210K +$210K +2,601 New
HAIM
991
Hunter Associates Investment Management
Pennsylvania
$210K +$210K +2,603 New
FMP
992
Financial Management Professionals
Texas
$209K +$15.9K +197 +8%
MIC
993
MU Investments Company
Japan
$209K +$74K +920 +55%
EIM
994
Essex Investment Management
Massachusetts
$208K -$32.4K -402 -13%
GLI
995
Guardian Life Insurance
New York
$205K -$58K -720 -22%
OWD
996
Osborn Williams & Donohoe
Ohio
$205K +$205K +2,546 New
CS
997
Comerica Securities
Michigan
$205K +$205K +2,547 New
CAM
998
Concorde Asset Management
Michigan
$203K +$203K +2,528 New
SJL
999
Shayne & Jacobs LLC
Tennessee
$202K +$202K +2,500 New
HCM
1000
Hengehold Capital Management
Ohio
$202K +$202K +2,506 New
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