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Duke Energy
DUK

Overview Fund Activity

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
1051
Redwood Investments
Massachusetts
$88K – – –
JAM
1052
Jolley Asset Management
North Carolina
$88K +$31.2K +386 +55%
NSIM
1053
North Star Investment Management
Illinois
$87K -$28.2K -349 -24%
AIM
1054
Advantage Investment Management
Iowa
$86K +$3.22K +40 +4%
BAM
1055
Barrett Asset Management
New York
$82K – – –
AF
1056
Allworth Financial
California
$77K – – –
QT
1057
Quantbot Technologies
New York
$76K +$76K +942 New
ZB
1058
Zions Bancorporation
Utah
$75K -$52.3K -664 -41%
Nuveen Asset Management
1059
Nuveen Asset Management
Illinois
$70.3K +$55.9K +692,853 +388%
CLOS
1060
Compagnie Lombard Odier SCmA
Switzerland
$65K – – –
AIS
1061
Accurate Investment Solutions
Pennsylvania
$65K +$16.4K +203 +34%
GAM
1062
Gemmer Asset Management
California
$64K – – –
LWA
1063
Lenox Wealth Advisors
New York
$63K – – –
VC
1064
Vestor Capital
Illinois
$62K – – –
MWM
1065
MinichMacGregor Wealth Management
New York
$62K +$10.4K +130 +20%
OFS
1066
Orrstown Financial Services
Pennsylvania
$59K -$4.03K -50 -6%
ATC
1067
Adirondack Trust Company
New York
$59K – – –
TWA
1068
TCI Wealth Advisors
Arizona
$59K +$4.74K +59 +9%
FWM
1069
Focused Wealth Management
New York
$57K -$3.41K -42 -6%
CCA
1070
Catalyst Capital Advisors
New York
$57K +$57K +710 New
SBL
1071
Sargent Bickham Lagudis
Colorado
$56K +$56K +692 New
SMG
1072
Spectrum Management Group
Indiana
$55K +$55K +681 New
PFBT
1073
Parkside Financial Bank & Trust
Missouri
$54K +$2.64K +33 +5%
AC
1074
Alexandria Capital
Virginia
$49K – – –
GWM
1075
Gupta Wealth Management
California
$47K -$5.36K -67 -10%
41 42
43
44 45