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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 %
JIC
1051
Joel Isaacson & Co
New York
$174K – – –
JCM
1052
Jacobi Capital Management
Pennsylvania
$168K +$168K +1,927 New
AWM
1053
AllSquare Wealth Management
New York
$159K – – –
PIM
1054
Parasol Investment Management
Illinois
$156K +$4.3K +50 +3%
MSFP
1055
Mark Sheptoff Financial Planning
Connecticut
$151K – – –
DOA
1056
D'Orazio & Associates
Virginia
$149K +$1.2K +14 +0.8%
DBT
1057
Dubuque Bank & Trust
Iowa
$146K – – –
MCA
1058
Mercer Capital Advisers
New Jersey
$146K +$116K +1,360 +394%
SWA
1059
Sutton Wealth Advisors
Florida
$146K +$8.58K +100 +6%
CAM
1060
Cacti Asset Management
Georgia
$143K – – –
PWM
1061
Perigon Wealth Management
California
$133K -$71.5K -833 -35%
HFM
1062
Hartford Financial Management
Connecticut
$131K – – –
VIA
1063
Vantage Investment Advisors
Pennsylvania
$130K -$39.5K -460 -23%
MIC
1064
MU Investments Company
Japan
$126K -$92.4K -1,100 -42%
ARMC
1065
American Research & Management Company
Massachusetts
$125K -$6.37K -74 -5%
1832 Asset Management
1066
1832 Asset Management
Ontario, Canada
$120K – – –
ACM
1067
Armbruster Capital Management
New York
$119K – – –
NCM
1068
Nelson Capital Management
California
$118K +$3.94K +46 +3%
EDRH
1069
Edmond de Rothschild Holding
Switzerland
$112K – – –
EDRS
1070
Edmond de Rothschild (Suisse)
Switzerland
$112K – – –
PCTC
1071
Perkins Coie Trust Company
Washington
$110K – – –
AF
1072
Arrow Financial
New York
$107K – – –
BFEC
1073
Benjamin F. Edwards & Company
Missouri
$107K +$8.56K +100 +9%
VHAM
1074
Van Hulzen Asset Management
California
$106K -$28.6K -333 -21%
WA
1075
Winfield Associates
Ohio
$105K +$514 +6 +0.5%
41 42
43
44 45