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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
$817M
2
Capital Research Global Investors
Capital Research Global Investors
California
$948M
3
State Street
State Street
Massachusetts
$2.72B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.49B
5
Goldman Sachs
Goldman Sachs
New York
$370M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$705M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$106M
4
Franklin Resources
Franklin Resources
California
$1.08B
5
LM
Luminus Management
Texas
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
126
AMP Capital Investors
Australia
$28.3M +$4.79M +59,627 +20%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$28.2M -$558K -6,915 -2%
BC
128
Bruce & Co
Illinois
$28.1M – – –
WHRC
129
W.H. Reaves & Co
New Jersey
$27.9M -$4.7M -58,250 -14%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$27.3M +$9M +111,611 +49%
ClearBridge Investments
131
ClearBridge Investments
New York
$27M +$357K +4,421 +1%
AIA
132
Avalon Investment & Advisory
Texas
$26.9M +$532K +6,596 +2%
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$26.8M +$5.64M +69,943 +27%
MIH
134
Madison Investment Holdings
Wisconsin
$26.6M +$230K +2,850 +0.9%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$26.3M +$394K +4,879 +2%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$26.2M -$2.02M -25,000 -7%
AIG
137
American International Group
New York
$25.7M +$2.36M +29,213 +10%
BCIM
138
British Columbia Investment Management
British Columbia, Canada
$25.1M +$3.54M +43,818 +16%
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
$25.1M +$2.73M +34,025 +12%
ACM
140
Aviance Capital Management
Florida
$25M +$12.1M +149,435 +93%
Alyeska Investment Group
141
Alyeska Investment Group
Illinois
$24.2M +$24.2M +300,000 New
AG
142
Aperio Group
California
$23M +$3.65M +45,289 +19%
EIP
143
Energy Income Partners
Connecticut
$22.9M +$22.9M +283,480 New
AA
144
ALPS Advisors
Colorado
$22.7M -$550K -6,817 -2%
ST
145
Sabal Trust
Florida
$22.3M -$200K -2,474 -0.9%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$22.2M +$1.92M +23,779 +9%
TU
147
TDAM USA
Ontario, Canada
$22.1M -$69.1K -857 -0.3%
BTS
148
BB&T Securities
Virginia
$22M +$6.62M +82,016 +43%
Caisse de Depot et Placement du Quebec (CDPQ)
149
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.3M -$6.84M -84,825 -25%
JCM
150
Janney Capital Management
Pennsylvania
$20M +$317K +3,932 +2%
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