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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 %
BEAM
1001
Baker Ellis Asset Management
Washington
$226K -$11.4K -133 -5%
JWBC
1002
J.W. Burns & Co
New York
$226K – – –
CIM
1003
Cetera Investment Management
California
$226K – – –
AL
1004
Agran Libbie
California
$226K +$86 +1 +0%
HAIM
1005
Hunter Associates Investment Management
Pennsylvania
$223K – – –
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$222K -$3.44K -40 -2%
VWA
1007
V Wealth Advisors
Kansas
$222K – – –
HFA
1008
High Falls Advisors
New York
$222K +$11K +154 +5%
RCM
1009
RNC Capital Management
California
$222K +$222K +2,591 New
VCAM
1010
Van Cleef Asset Management
Ohio
$221K -$6.34K -74 -3%
GLI
1011
Guardian Life Insurance
New York
$221K +$3K +35 +1%
BCM
1012
Beck Capital Management
Texas
$221K +$221K +2,577 New
CAM
1013
Concorde Asset Management
Michigan
$217K +$855 +10 +0.4%
PI
1014
PineBridge Investments
New York
$217K +$79.9K +928 +58%
EIM
1015
Essex Investment Management
Massachusetts
$216K -$4.97K -58 -2%
BFIM
1016
Beese Fulmer Investment Management
Ohio
$215K – – –
CCT
1017
Country Club Trust
Missouri
$214K -$305K -3,566 -59%
SJL
1018
Shayne & Jacobs LLC
Tennessee
$214K – – –
MKC
1019
M. Kraus & Co
Vermont
$210K +$210K +2,444 New
MBT
1020
Monroe Bank & Trust
Michigan
$209K – – –
HIC
1021
Harvey Investment Company
Kentucky
$209K +$209K +2,433 New
CFA
1022
CT Financial Advisors
Pennsylvania
$209K – – –
MPI
1023
Mairs & Power Inc
Minnesota
$208K +$208K +2,421 New
PIM
1024
Penobscot Investment Management
Massachusetts
$208K +$208K +2,421 New
IC
1025
Investment Counsel
Michigan
$207K -$71.9K -840 -26%
39 40
41
42 43