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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 %
FIB
1076
First Interstate Bank
Montana
$103K – – –
PSC
1077
Prentiss Smith & Co
Vermont
$102K – – –
JAM
1078
Jolley Asset Management
North Carolina
$102K +$8.51K +99 +9%
MPWT
1079
MassMutual Private Wealth & Trust
Connecticut
$101K -$47.2K -550 -32%
CFS
1080
Commonwealth Financial Services
West Virginia
$100K -$30.5K -356 -23%
RI
1081
Redwood Investments
Massachusetts
$94K – – –
NSIM
1082
North Star Investment Management
Illinois
$93K +$86 +1 +0.1%
PFBT
1083
Parkside Financial Bank & Trust
Missouri
$90K +$32.3K +378 +56%
BAM
1084
Barrett Asset Management
New York
$83K -$4.03K -47 -5%
ZB
1085
Zions Bancorporation
Utah
$82K – – –
AF
1086
Allworth Financial
California
$82K – – –
AIM
1087
Advantage Investment Management
Iowa
$80K -$11.7K -136 -13%
GAM
1088
Gemmer Asset Management
California
$69K – – –
LWA
1089
Lenox Wealth Advisors
New York
$67K – – –
VC
1090
Vestor Capital
Illinois
$66K – – –
MWM
1091
MinichMacGregor Wealth Management
New York
$66K +$339 +4 +0.5%
OFS
1092
Orrstown Financial Services
Pennsylvania
$63K – – –
KF
1093
Krilogy Financial
Missouri
$62K +$48.2K +560 +350%
ATC
1094
Adirondack Trust Company
New York
$60K -$2.56K -30 -4%
RFWA
1095
RPg Family Wealth Advisory
Massachusetts
$59.1K +$26.2K +305 +79%
SBL
1096
Sargent Bickham Lagudis
Colorado
$59K – – –
TIM
1097
Tortoise Investment Management
New York
$57K +$57K +666 New
AC
1098
Alexandria Capital
Virginia
$52K – – –
TDC
1099
Thompson Davis & Co
Virginia
$50K +$10.1K +118 +25%
FWM
1100
Focused Wealth Management
New York
$49K -$11.5K -133 -19%
42 43
44
45 46