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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.

New
Increased
Maintained
Reduced
Closed
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
Capital Research Global Investors
California
+$333M
2
Barclays
Barclays
United Kingdom
+$293M
3
ZP
Zimmer Partners
New York
+$79.6M
4
O
OppenheimerFunds
New York
+$68.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$59.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$392M
2
CBOA
Commonwealth Bank of Australia
Australia
-$273M
3
Capital World Investors
Capital World Investors
California
-$170M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$129M
5
Capital International Investors
Capital International Investors
California
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
976
Saturna Capital
Washington
$243K – – –
CAM
977
Concorde Asset Management
Michigan
$243K +$40.2K +503 +20%
GAM
978
Gotham Asset Management
New York
$243K +$243K +3,037 New
HC
979
Hourglass Capital
Texas
$242K -$173K -2,166 -42%
BFM
980
Boston Financial Management
Massachusetts
$242K – – –
CAM
981
CG Asset Management
New York
$240K – – –
LRPA
982
L. Roy Papp & Associates
Arizona
$239K +$12K +150 +5%
GCMG
983
Gyroscope Capital Management Group
Florida
$239K +$239K +2,983 New
HFA
984
High Falls Advisors
New York
$237K -$12.3K -154 -5%
SIG
985
Schooner Investment Group
Pennsylvania
$237K – – –
OWD
986
Osborn Williams & Donohoe
Ohio
$237K +$22.5K +281 +10%
BRA
987
Bender Robert & Associates
California
$235K -$6.16K -77 -3%
RB
988
Rodgers Brothers
Pennsylvania
$233K – – –
CAM
989
Cubic Asset Management
Massachusetts
$233K – – –
NIA
990
Northstar Investment Advisors
Colorado
$232K – – –
Cetera Investment Advisers
991
Cetera Investment Advisers
Illinois
$231K -$495K -6,194 -68%
BFIM
992
Beese Fulmer Investment Management
Ohio
$231K +$30K +374 +15%
HWA
993
Heritage Wealth Advisors
Virginia
$230K – – –
LWM
994
LBA Wealth Management
Florida
$230K – – –
Luther King Capital Management (LKCM)
995
Luther King Capital Management (LKCM)
Texas
$229K – – –
Fisher Asset Management
996
Fisher Asset Management
Washington
$228K -$171K -2,140 -43%
CA
997
Capital Advantage
California
$227K +$227K +2,831 New
MCM
998
McMillion Capital Management
North Carolina
$227K +$227K +2,838 New
FMP
999
Financial Management Professionals
Texas
$225K -$1.2K -15 -0.5%
MCM
1000
Monarch Capital Management
Indiana
$224K – – –
38 39
40
41 42