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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 %
LWM
976
LBA Wealth Management
Florida
$247K – – –
HWA
977
Heritage Wealth Advisors
Virginia
$247K +$8.59K +100 +4%
PHS
978
Pekin Hardy Strauss
Illinois
$246K -$14.2K -166 -5%
C
979
CFO4Life
Texas
$246K +$246K +2,869 New
RPG
980
Risk Paradigm Group
Texas
$245K +$13.6K +159 +6%
Luther King Capital Management (LKCM)
981
Luther King Capital Management (LKCM)
Texas
$245K -$18.3K -213 -7%
LRPA
982
L. Roy Papp & Associates
Arizona
$243K +$6K +70 +3%
FMP
983
Financial Management Professionals
Texas
$243K +$21.1K +246 +10%
MCM
984
Monarch Capital Management
Indiana
$241K -$60.2K -700 -20%
CCM
985
Check Capital Management
California
$240K – – –
EM
986
Excalibur Management
Massachusetts
$238K – – –
EWM
987
Evermay Wealth Management
Virginia
$238K – – –
FC
988
Forte Capital
New York
$237K -$163K -1,900 -41%
VNA
989
Valley National Advisers
Pennsylvania
$237K +$4.2K +49 +2%
IP
990
Investment Partners
Ohio
$235K -$543K -6,336 -70%
GI
991
Gradient Investments
Minnesota
$235K -$5.39K -63 -2%
PMFA
992
Plante Moran Financial Advisors
Michigan
$235K +$74.7K +872 +47%
PAS
993
Park Avenue Securities
New York
$234K +$234K +2,731 New
CHP
994
Cable Hill Partners
Oregon
$233K – – –
PWP
995
Private Wealth Partners
California
$232K – – –
GHA
996
GW Henssler & Associates
Georgia
$231K -$39.4K -459 -15%
AI
997
Accredited Investors
Minnesota
$231K -$12.7K -148 -5%
OWD
998
Osborn Williams & Donohoe
Ohio
$230K +$11.7K +136 +5%
OSNBOA
999
Old Second National Bank of Aurora
Illinois
$227K – – –
Group One Trading
1000
Group One Trading
Illinois
$227K +$227K +2,651 New
38 39
40
41 42