DUK icon

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 %
BC
151
Bartlett & Co
Ohio
$19.7M +$18.6M +230,659 +1,787%
BSPF
152
British Steel Pension Fund
United Kingdom
$19.4M – – –
MAM
153
Magellan Asset Management
Australia
$19.4M -$1.39M -17,265 -7%
VDI
154
Vaughan David Investments
Illinois
$19.3M +$180K +2,235 +0.9%
TPSF
155
Texas Permanent School Fund
Texas
$19.2M -$430K -5,330 -2%
ORIO
156
Old Republic International (ORI)
Illinois
$19M +$6.86M +85,000 +57%
ECP
157
Electron Capital Partners
New York
$18M -$28.6M -354,599 -61%
Comerica Bank
158
Comerica Bank
Texas
$17.7M +$323K +4,039 +2%
BMO
159
Beck Mack & Oliver
New York
$17.4M -$223K -2,764 -1%
Janus Henderson Group
160
Janus Henderson Group
United Kingdom
$17.4M +$885K +10,974 +5%
PCA
161
Personal Capital Advisors
California
$17M +$2.34M +29,012 +16%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$16.7M +$111K +1,370 +0.7%
UB
163
UMB Bank
Missouri
$16.7M -$143K -1,775 -0.9%
MHC
164
Meyer Handelman Company
New York
$16.5M -$40.3K -500 -0.2%
Credit Agricole
165
Credit Agricole
France
$16.3M -$1.34M -16,624 -8%
HighTower Advisors
166
HighTower Advisors
Illinois
$16.2M +$1.16M +14,407 +8%
Los Angeles Capital Management
167
Los Angeles Capital Management
California
$16.2M +$50.2K +622 +0.3%
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$16.1M -$26.6K -330 -0.2%
NFA
169
Nationwide Fund Advisors
Ohio
$16.1M -$698K -8,654 -4%
VRS
170
Virginia Retirement System
Virginia
$15.7M +$15.7M +195,161 New
KBC Group
171
KBC Group
Belgium
$15.7M +$396K +4,912 +3%
WMSA
172
Weiss Multi-Strategy Advisers
New York
$15.5M +$15.5M +192,184 New
Truist Financial
173
Truist Financial
North Carolina
$15.5M +$27.9K +346 +0.2%
SCM
174
Symons Capital Management
Pennsylvania
$15M +$280K +3,465 +2%
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$14.8M +$674K +8,359 +5%
5 6
7
8 9