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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
$1.11B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.84B
3
Macquarie Group
Macquarie Group
Australia
$186M
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
5
Barclays
Barclays
United Kingdom
$219M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$19.9M
2
Franklin Resources
Franklin Resources
California
$1.01B
3
Renaissance Technologies
Renaissance Technologies
New York
$230M
4
ZP
Zimmer Partners
New York
$34.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$672M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
1151
Regal Wealth Group
California
$5K +$5K +56 New
JIR
1152
James Investment Research
Ohio
$5K +$5K +63 New
HCM
1153
Herndon Capital Management
Georgia
$5K +$5K +63 New
IFA
1154
Interactive Financial Advisors
Illinois
$4K – – –
AT
1155
Arden Trust
Delaware
$3.8K -$316 -3,680 -8%
FNBSF
1156
First National Bank Sioux Falls
South Dakota
$3K – – –
SFG
1157
SevenBridge Financial Group
Pennsylvania
$3K +$3K +38 New
SGAM
1158
Smith Group Asset Management
Texas
$3K +$3K +38 New
CA
1159
Commerzbank Aktiengesellschaft
Germany
$2.56K -$422 -4,916 -14%
CIM
1160
Contravisory Investment Management
Massachusetts
$2K – – –
FHC
1161
First Heartland Consultants
Missouri
$525 +$75 +880 +17%
DFO
1162
Duquesne Family Office
New York
– -$52.4M -649,100 Closed
Cohen & Steers
1163
Cohen & Steers
New York
– -$33M -408,758 Closed
CI Investments Inc
1164
CI Investments Inc
Ontario, Canada
– -$29.7M -368,200 Closed
WMSA
1165
Weiss Multi-Strategy Advisers
New York
– -$15.5M -192,184 Closed
SCM
1166
Symons Capital Management
Pennsylvania
– -$15M -186,186 Closed
EAM
1167
Edge Asset Management
Washington
– -$13.9M -172,553 Closed
Janney Montgomery Scott
1168
Janney Montgomery Scott
Pennsylvania
– -$11.8M -145,806 Closed
PP
1169
PDT Partners
New York
– -$7.26M -90,037 Closed
AC
1170
Allstate Corporation
Illinois
– -$6.69M -82,910 Closed
AC
1171
AFAM Capital
Texas
– -$5.43M -67,326 Closed
MAA
1172
Matrix Asset Advisors
New York
– -$3.48M -43,067 Closed
Verition Fund Management
1173
Verition Fund Management
Connecticut
– -$2.7M -33,500 Closed
AL
1174
Aspiriant LLC
California
– -$1.18M -14,656 Closed
DDC
1175
Daniel Devine & Co
Florida
– -$1.17M -14,500 Closed
45 46
47
48 49