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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 %
PI
176
Putnam Investments
Massachusetts
$13.3M +$50.5K +631 +0.4%
QAM
177
QCI Asset Management
New York
$13.2M +$159K +1,984 +1%
Nomura Asset Management
178
Nomura Asset Management
Japan
$13.2M +$487K +6,090 +4%
CCMH
179
Cornerstone Capital Management Holdings
New York
$13.1M -$2.04M -25,477 -13%
QIM
180
Quantitative Investment Management
Virginia
$13.1M +$3.74M +46,700 +40%
TIAAOA
181
Teachers Insurance & Annuity Association of America
New York
$13M – – –
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$12.7M +$12.7M +158,803 New
Baird Financial Group
183
Baird Financial Group
Wisconsin
$12.5M -$92.5K -1,156 -0.7%
ERSOT
184
Employees Retirement System of Texas
Texas
$12.5M +$9.28M +116,000 +290%
GGI
185
Godsey & Gibb Inc
Virginia
$12.5M +$290K +3,620 +2%
PFM
186
Parsec Financial Management
North Carolina
$12.4M +$680K +8,495 +6%
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.4M +$1.92M +24,000 +18%
VIP
188
Vantage Investment Partners
Missouri
$12M +$437K +5,459 +4%
Calamos Advisors
189
Calamos Advisors
Illinois
$11.7M +$18.1K +226 +0.2%
HNB
190
Huntington National Bank
Ohio
$11.6M +$2.54M +31,783 +28%
GC
191
Guardian Capital
Ontario, Canada
$11.6M +$555K +6,935 +5%
WIC
192
Willis Investment Counsel
Georgia
$11.4M +$2.31M +28,919 +26%
PIA
193
Piedmont Investment Advisors
North Carolina
$11.4M -$1.17M -14,677 -9%
SI
194
Stephens Inc
Arkansas
$11.3M -$78.5K -981 -0.7%
TAM
195
Tocqueville Asset Management
New York
$11.2M -$823K -10,288 -7%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$11.1M -$381K -4,757 -3%
FWIA
197
Fort Washington Investment Advisors
Ohio
$11.1M +$191K +2,381 +2%
RFC
198
Regions Financial Corp
Alabama
$11M -$812K -10,150 -7%
FAF
199
Fjarde Ap-fonden
Sweden
$11M +$342K +4,272 +3%
BG
200
Bollard Group
Massachusetts
$10.8M +$941K +11,753 +10%
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