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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 %
WHRC
126
W.H. Reaves & Co
New Jersey
$29.6M -$49.3K -575 -0.2%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$29.3M +$1.32M +15,331 +5%
ClearBridge Investments
128
ClearBridge Investments
New York
$28.9M +$136K +1,583 +0.5%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$28.6M -$5.84M -68,042 -17%
ASRS
130
Arizona State Retirement System
Arizona
$28.3M -$2.48M -28,900 -8%
SC
131
Stralem & Co
New York
$28M -$2.81M -32,800 -9%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$27.9M – – –
AG
133
Aperio Group
California
$27.8M +$3.33M +38,873 +14%
AA
134
ALPS Advisors
Colorado
$27.8M +$3.7M +43,151 +15%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$27.2M +$515K +6,006 +2%
H
136
Hexavest
Quebec, Canada
$26.7M -$34.7M -404,230 -57%
EIP
137
Energy Income Partners
Connecticut
$26M +$1.64M +19,092 +7%
BTS
138
BB&T Securities
Virginia
$25.9M +$2.46M +28,731 +11%
ACI
139
AMP Capital Investors
Australia
$25.2M -$4.36M -51,862 -15%
ST
140
Sabal Trust
Florida
$24.5M +$790K +9,210 +3%
Voloridge Investment Management
141
Voloridge Investment Management
Florida
$24.4M -$9.36M -109,111 -28%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$24.3M +$681K +7,937 +3%
Alyeska Investment Group
143
Alyeska Investment Group
Illinois
$24M -$1.72M -20,000 -7%
TU
144
TDAM USA
Ontario, Canada
$23.6M +$89.6K +1,045 +0.4%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$22.6M -$5.88M -68,493 -21%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$22.5M -$6.55M -76,307 -23%
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$21.7M -$11.8M -136,987 -35%
BC
148
Bartlett & Co
Ohio
$21.6M +$735K +8,567 +4%
JCM
149
Janney Capital Management
Pennsylvania
$21.3M +$35.9K +419 +0.2%
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$21.2M -$51.6M -601,026 -71%
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