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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 %
WAS
1126
Winch Advisory Services
Wisconsin
$5K – – –
HR
1127
Howe & Rusling
New York
$4K – – –
FNBSF
1128
First National Bank Sioux Falls
South Dakota
$3K – – –
IFA
1129
Interactive Financial Advisors
Illinois
$3K – – –
CIM
1130
Contravisory Investment Management
Massachusetts
$2K +$2K +26 New
LP
1131
LMR Partners
United Kingdom
$1.15K +$436 +5,397 +61%
HW
1132
Hancock Whitney
Mississippi
$798 +$234 +2,899 +41%
EWM
1133
Endurance Wealth Management
Rhode Island
$354 -$81 -1,000 -19%
MME
1134
Meag Munich Ergo
Germany
– -$20.7M -286,137 Closed
CIM
1135
Castleton Investment Management
Connecticut
– -$10.4M -145,262 Closed
N
1136
Natixis
France
– -$8.64M -120,968 Closed
AF
1137
Ally Financial
Michigan
– -$7.14M -100,000 Closed
IG
1138
ING Group
Netherlands
– -$6.7M -93,849 Closed
Handelsbanken Fonder
1139
Handelsbanken Fonder
Sweden
– -$4.56M -63,924 Closed
AMI
1140
Amica Mutual Insurance
Rhode Island
– -$3.64M -50,944 Closed
WAM
1141
Wolverine Asset Management
Illinois
– -$2.89M -40,472 Closed
APFBOT
1142
Amica Pension Fund Board of Trustees
Rhode Island
– -$2.74M -38,325 Closed
CCS
1143
Crosspoint Capital Strategies
California
– -$2.95M -35,412 Closed
ACM
1144
Avalon Capital Management
California
– -$2.27M -31,732 Closed
Parallax Volatility Advisers
1145
Parallax Volatility Advisers
California
– -$2.16M -30,218 Closed
ZCA
1146
Zeke Capital Advisors
Pennsylvania
– -$2.11M -29,604 Closed
RIG
1147
Roosevelt Investment Group
New York
– -$1.7M -23,838 Closed
CWG
1148
C WorldWide Group
Denmark
– -$1.57M -22,000 Closed
VIA
1149
Vident Investment Advisory
Georgia
– -$1.47M -20,575 Closed
PAM
1150
Princeton Alpha Management
New Jersey
– -$1.23M -17,244 Closed
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