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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 %
CP
1051
Corbenic Partners
Pennsylvania
$141K -$26.7K -333 -16%
SWA
1052
Sutton Wealth Advisors
Florida
$137K +$1.04K +13 +0.8%
DBT
1053
Dubuque Bank & Trust
Iowa
$136K – – –
MCA
1054
Mercer Capital Advisers
New Jersey
$136K – – –
CAM
1055
Cacti Asset Management
Georgia
$133K – – –
HFM
1056
Hartford Financial Management
Connecticut
$122K – – –
VIA
1057
Vantage Investment Advisors
Pennsylvania
$121K -$562 -7 -0.5%
JCM
1058
Jacobi Capital Management
Pennsylvania
$118K -$30.9K -400 -21%
1832 Asset Management
1059
1832 Asset Management
Ontario, Canada
$112K – – –
NCM
1060
Nelson Capital Management
California
$110K – – –
KF
1061
Krilogy Financial
Missouri
$110K +$52.4K +655 +91%
EDRH
1062
Edmond de Rothschild Holding
Switzerland
$105K – – –
EDRS
1063
Edmond de Rothschild (Suisse)
Switzerland
$105K – – –
PSC
1064
Prentiss Smith & Co
Vermont
$103K +$8K +100 +8%
ACM
1065
Armbruster Capital Management
New York
$102K -$8.88K -111 -8%
PCTC
1066
Perkins Coie Trust Company
Washington
$102K – – –
VHAM
1067
Van Hulzen Asset Management
California
$101K +$2.32K +29 +2%
AF
1068
Arrow Financial
New York
$99K – – –
FIB
1069
First Interstate Bank
Montana
$96K – – –
JAM
1070
Jolley Asset Management
North Carolina
$95K – – –
NSIM
1071
North Star Investment Management
Illinois
$86K +$80 +1 +0.1%
PFBT
1072
Parkside Financial Bank & Trust
Missouri
$86K +$1.84K +23 +2%
WA
1073
Winfield Associates
Ohio
$84K -$13.2K -166 -14%
AIM
1074
Advantage Investment Management
Iowa
$83K +$8.34K +104 +11%
HS
1075
Horan Securities
United States
$81K +$81K +1,033 New
41 42
43
44 45