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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
$1.35B
2
Barclays
Barclays
United Kingdom
$497M
3
ZP
Zimmer Partners
New York
$112M
4
O
OppenheimerFunds
New York
$72.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
$804M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$0
2
CBOA
Commonwealth Bank of Australia
Australia
$18.9M
3
Capital World Investors
Capital World Investors
California
$701M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$498M
5
Capital International Investors
Capital International Investors
California
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHRC
126
W.H. Reaves & Co
New Jersey
$27.5M -$106K -1,325 -0.4%
BC
127
Bruce & Co
Illinois
$27.5M – – –
ACI
128
AMP Capital Investors
Australia
$26.8M +$2.67M +33,283 +11%
ClearBridge Investments
129
ClearBridge Investments
New York
$26.5M -$389K -4,858 -1%
AG
130
Aperio Group
California
$26.2M +$218K +2,718 +0.8%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$26M – – –
ACM
132
Aviance Capital Management
Florida
$25.9M -$4.27M -53,406 -14%
SC
133
Stralem & Co
New York
$25.9M -$224K -2,800 -0.9%
ASRS
134
Arizona State Retirement System
Arizona
$25.1M -$1.34M -16,700 -5%
BTS
135
BB&T Securities
Virginia
$24.7M +$621K +7,758 +3%
BC
136
Bartlett & Co
Ohio
$24.2M +$4M +49,926 +20%
ST
137
Sabal Trust
Florida
$23M +$90.8K +1,134 +0.4%
TU
138
TDAM USA
Ontario, Canada
$21.6M -$390K -4,872 -2%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$21.5M -$1.2M -14,934 -5%
PCA
140
Personal Capital Advisors
California
$21.3M +$1.98M +24,610 +10%
BSPF
141
British Steel Pension Fund
United Kingdom
$21.1M +$1.86M +23,186 +10%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$20.6M -$511K -6,389 -2%
American Century Companies
143
American Century Companies
Missouri
$20.6M +$11.2M +140,323 +120%
JCM
144
Janney Capital Management
Pennsylvania
$19.9M +$40.7K +508 +0.2%
VDI
145
Vaughan David Investments
Illinois
$19.5M +$235K +2,930 +1%
CBOA
146
Commonwealth Bank of Australia
Australia
$18.9M -$273M -3,405,040 -94%
Credit Agricole
147
Credit Agricole
France
$18.7M +$1.77M +22,105 +10%
ASC
148
Atalanta Sosnoff Capital
New York
$18.7M +$18.7M +233,056 New
ECP
149
Electron Capital Partners
New York
$18.5M +$2M +25,003 +12%
DILH
150
Dai-ichi Life Holdings
Japan
$18.5M +$52.3K +653 +0.3%
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