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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 %
MI
1176
Montage Investments
Kansas
– -$500K -5,831 Closed
RP
1177
Reinhart Partners
Wisconsin
– -$398K -4,635 Closed
PAIA
1178
Park Avenue Institutional Advisers
New York
– -$373K -4,347 Closed
CEP
1179
Chicago Equity Partners
Illinois
– -$315K -3,670 Closed
Mackenzie Financial
1180
Mackenzie Financial
Ontario, Canada
– -$312K -3,632 Closed
CCB
1181
Cutter & Co Brokerage
Missouri
– -$286K -3,334 Closed
KM
1182
Kalos Management
Georgia
– -$259K -3,014 Closed
CL
1183
Croft-Leominster
Maryland
– -$256K -2,985 Closed
OAM
1184
Occidental Asset Management
California
– -$250K -2,913 Closed
PHS
1185
Pekin Hardy Strauss
Illinois
– -$246K -2,869 Closed
Group One Trading
1186
Group One Trading
Illinois
– -$227K -2,651 Closed
RCM
1187
RNC Capital Management
California
– -$222K -2,591 Closed
BCM
1188
Beck Capital Management
Texas
– -$221K -2,577 Closed
MKC
1189
M. Kraus & Co
Vermont
– -$210K -2,444 Closed
MBT
1190
Monroe Bank & Trust
Michigan
– -$209K -2,435 Closed
HIC
1191
Harvey Investment Company
Kentucky
– -$209K -2,433 Closed
MPI
1192
Mairs & Power Inc
Minnesota
– -$208K -2,421 Closed
PIM
1193
Penobscot Investment Management
Massachusetts
– -$208K -2,421 Closed
IC
1194
Investment Counsel
Michigan
– -$207K -2,417 Closed
HCMNY
1195
Howard Capital Management (New York)
New York
– -$207K -2,409 Closed
FC
1196
FCA Corp
Texas
– -$207K -2,407 Closed
TCM
1197
Texan Capital Management
Texas
– -$205K -2,391 Closed
MGIA
1198
Moneta Group Investment Advisors
Missouri
– -$205K -2,384 Closed
Edgewood Management
1199
Edgewood Management
Connecticut
– -$204K -2,378 Closed
BTW
1200
Boston Trust Walden
Massachusetts
– -$202K -2,354 Closed
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