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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 %
SIC
1126
Salem Investment Counselors
North Carolina
$19.7K -$14 -18 -0.1%
AP
1127
Atwood & Palmer
Missouri
$16K – – –
WAS
1128
Winch Advisory Services
Wisconsin
$15K +$160 +2 +1%
GWA
1129
Guidant Wealth Advisors
Illinois
$15K +$15K +188 New
WOC
1130
West Oak Capital
California
$13.9K – – –
NYLT
1131
New York Life Trust
New York
$13K -$3.67K -46 -22%
TC
1132
Trust Company
Kansas
$10K – – –
WCM
1133
Wealthcare Capital Management
Virginia
$9K – – –
MIM
1134
Macroview Investment Management
Maryland
$8K – – –
SA
1135
SRH Advisors
Kansas
$8K – – –
JWA
1136
JFS Wealth Advisors
Pennsylvania
$6K – – –
DPA
1137
Delphi Private Advisors
California
$5K -$1.25K -16 -20%
HCM
1138
Herndon Capital Management
Georgia
$5K – – –
JIR
1139
James Investment Research
Ohio
$5K – – –
BWP
1140
Baldwin Wealth Partners
Massachusetts
$5K +$5K +60 New
RWG
1141
Regal Wealth Group
California
$4K – – –
FNBSF
1142
First National Bank Sioux Falls
South Dakota
$3K – – –
SGAM
1143
Smith Group Asset Management
Texas
$3K – – –
IFA
1144
Interactive Financial Advisors
Illinois
$3K – – –
SFG
1145
SevenBridge Financial Group
Pennsylvania
$3K – – –
TCA
1146
Tortoise Capital Advisors
Kansas
$3K +$3K +32 New
FNB
1147
Farmers National Bank
Kentucky
$1.5K +$44 +550 +3%
SBL
1148
Sargent Bickham Lagudis
Colorado
$33 -$23 -284 -41%
Norges Bank
1149
Norges Bank
Norway
– -$392M -4,573,927 Closed
Voloridge Investment Management
1150
Voloridge Investment Management
Florida
– -$24.4M -284,201 Closed
44 45
46
47 48