DUK icon

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 %
HCM
1026
Hengehold Capital Management
Ohio
$207K -$7.71K -90 -4%
FC
1027
FCA Corp
Texas
$207K +$207K +2,407 New
HCMNY
1028
Howard Capital Management (New York)
New York
$207K +$207K +2,409 New
MGIA
1029
Moneta Group Investment Advisors
Missouri
$205K +$205K +2,384 New
TCM
1030
Texan Capital Management
Texas
$205K +$205K +2,391 New
Edgewood Management
1031
Edgewood Management
Connecticut
$204K +$204K +2,378 New
MCM
1032
Manchester Capital Management
Vermont
$202K – – –
BA
1033
BKS Advisors
Michigan
$202K +$202K +2,352 New
BTW
1034
Boston Trust Walden
Massachusetts
$202K +$202K +2,354 New
LCM
1035
Liberty Capital Management
Michigan
$202K +$202K +2,356 New
WP
1036
WMS Partners
Maryland
$201K +$201K +2,345 New
NEPPG
1037
New England Professional Planning Group
Rhode Island
$200K +$200K +2,329 New
EHC
1038
Everett Harris & Co
California
$200K +$200K +2,337 New
AA
1039
AlphaMark Advisors
Kentucky
$199K – – –
VFA
1040
Virtus Fund Advisers
Connecticut
$197K – – –
TCM
1041
Tradewinds Capital Management
Washington
$193K -$8.49K -99 -4%
PCMM
1042
Private Capital Management (Minnesota)
Minnesota
$193K +$21.4K +250 +13%
MFW
1043
Mosaic Family Wealth
Missouri
$188K – – –
CBT
1044
Central Bank & Trust
Kentucky
$188K – – –
M
1045
MOTCO
Texas
$188K – – –
CCM
1046
Cribstone Capital Management
Maine
$188K +$188K +2,197 New
DSI
1047
Daiwa SB Investments
Japan
$187K +$14.3K +170 +8%
QCG
1048
Quadrant Capital Group
Ohio
$187K +$29.1K +355 +18%
HIIFS
1049
Harel Insurance Investments & Financial Services
Israel
$180K +$8.57K +100 +5%
CP
1050
Corbenic Partners
Pennsylvania
$179K – – –
40 41
42
43 44