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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 %
CCM
1001
Check Capital Management
California
$224K – – –
EWM
1002
Evermay Wealth Management
Virginia
$222K – – –
EM
1003
Excalibur Management
Massachusetts
$222K – – –
PMFA
1004
Plante Moran Financial Advisors
Michigan
$222K +$2K +25 +0.9%
CA
1005
Cornerstone Advisory
Maryland
$222K +$222K +2,770 New
AI
1006
Accredited Investors
Minnesota
$220K +$5.04K +63 +2%
DOA
1007
D'Orazio & Associates
Virginia
$220K +$81K +1,014 +58%
FC
1008
Forte Capital
New York
$219K -$2K -25 -0.9%
DAC
1009
Dividend Assets Capital
South Carolina
$217K +$217K +2,715 New
VNA
1010
Valley National Advisers
Pennsylvania
$216K -$5.86K -73 -3%
PWP
1011
Private Wealth Partners
California
$216K – – –
NI
1012
Numeric Investors
Massachusetts
$216K +$216K +2,700 New
TCIM
1013
TIAA CREF Investment Management
New York
$214K +$8.5K +106,209 +4%
BEAM
1014
Baker Ellis Asset Management
Washington
$211K – – –
JWBC
1015
J.W. Burns & Co
New York
$211K – – –
CIM
1016
Cetera Investment Management
California
$211K – – –
AL
1017
Agran Libbie
California
$211K +$80 +1 +0%
CCT
1018
Country Club Trust
Missouri
$210K +$9.24K +115 +5%
ACN
1019
Advisor Consultant Network
Ohio
$210K +$210K +2,615 New
ABC
1020
Associated Banc-Corp
Wisconsin
$208K -$39.6K -495 -16%
HAIM
1021
Hunter Associates Investment Management
Pennsylvania
$208K – – –
C
1022
CFO4Life
Texas
$207K -$22.3K -279 -10%
GLI
1023
Guardian Life Insurance
New York
$207K – – –
VCAM
1024
Van Cleef Asset Management
Ohio
$207K – – –
HCM
1025
Hengehold Capital Management
Ohio
$203K +$9.99K +125 +5%
39 40
41
42 43