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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
+$343M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$281M
3
State Street
State Street
Massachusetts
+$180M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$170M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.05B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
4
Franklin Resources
Franklin Resources
California
-$193M
5
LM
Luminus Management
Texas
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
201
Fort Washington Investment Advisors
Ohio
$11M -$715K -8,867 -6%
SG Americas Securities
202
SG Americas Securities
New York
$10.9M -$7.74M -95,883 -41%
LSV Asset Management
203
LSV Asset Management
Illinois
$10.9M – – –
DILH
204
Dai-ichi Life Holdings
Japan
$10.8M +$1.15M +14,201 +12%
WA
205
Wasatch Advisors
Utah
$10.7M -$352K -4,385 -3%
OPERF
206
Oregon Public Employees Retirement Fund
Oregon
$10.7M +$378K +4,682 +4%
SI
207
Stephens Inc
Arkansas
$10.7M +$563K +6,976 +6%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$10.6M +$459K +5,695 +5%
EA
209
Euclid Advisors
Connecticut
$10.6M +$8.88M +110,055 +510%
EB
210
Eastern Bank
Massachusetts
$10.5M +$69.9K +866 +0.7%
FCI
211
Financial Counselors Inc
Kansas
$10.4M +$386K +4,782 +4%
Citadel Advisors
212
Citadel Advisors
Florida
$10.4M +$10.4M +128,799 New
CAI
213
Capital Advisors Inc
Oklahoma
$10.3M +$82.2K +1,019 +0.8%
CDH
214
Charles D. Hyman
$10.1M +$214K +2,658 +2%
URS
215
Utah Retirement Systems
Utah
$10M +$16.1K +200 +0.2%
PNC
216
Park National Corp
Ohio
$10M +$241K +2,993 +2%
SF
217
Synovus Financial
Georgia
$9.98M +$220K +2,739 +2%
WIC
218
Willis Investment Counsel
Georgia
$9.96M +$92.8K +1,150 +0.9%
BG
219
Bollard Group
Massachusetts
$9.84M +$96.2K +1,192 +1%
GC
220
Guardian Capital
Ontario, Canada
$9.77M +$319K +3,958 +3%
BSA
221
Braun Stacey Associates
New York
$9.58M -$133K -1,647 -1%
CTA
222
Colonial Trust Advisors
South Carolina
$9.5M -$83.4K -1,034 -0.9%
VIP
223
Vantage Investment Partners
Missouri
$9.49M +$39.5K +490 +0.4%
KeyBank National Association
224
KeyBank National Association
Ohio
$9.29M -$22.7K -281 -0.2%
ZIG
225
Zurich Insurance Group
Switzerland
$9.29M +$9.29M +115,150 New
7 8
9
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