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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
+$333M
2
Barclays
Barclays
United Kingdom
+$293M
3
ZP
Zimmer Partners
New York
+$79.6M
4
O
OppenheimerFunds
New York
+$68.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$59.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$392M
2
CBOA
Commonwealth Bank of Australia
Australia
-$273M
3
Capital World Investors
Capital World Investors
California
-$170M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$129M
5
Capital International Investors
Capital International Investors
California
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
201
Charles D. Hyman
$10.8M +$380K +4,742 +4%
Jacobs Levy Equity Management
202
Jacobs Levy Equity Management
New Jersey
$10.6M +$2.76M +34,430 +35%
SF
203
Synovus Financial
Georgia
$10.5M +$183K +2,284 +2%
SC
204
SouthState Corp
Florida
$10.5M -$1.51M -18,914 -13%
URS
205
Utah Retirement Systems
Utah
$10.1M – – –
SG Americas Securities
206
SG Americas Securities
New York
$10M -$513K -6,406 -5%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$9.95M +$365K +4,557 +4%
EB
208
Eastern Bank
Massachusetts
$9.9M -$434K -5,426 -4%
OC
209
Oppenheimer & Co
New York
$9.78M -$2.73M -34,166 -22%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$9.75M -$483K -6,033 -5%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$9.74M +$3.35M +41,862 +52%
Two Sigma Investments
212
Two Sigma Investments
New York
$9.73M +$9.73M +121,560 New
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$9.67M +$2.48M +31,001 +35%
HAI
214
Hennessy Advisors Inc
California
$9.66M +$816K +10,200 +9%
OTPPB
215
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.64M +$626K +7,817 +7%
JGUA
216
John G. Ullman & Associates
New York
$9.6M +$1.73M +21,650 +22%
VRS
217
Virginia Retirement Systems
Virginia
$9.6M – – –
PTC
218
Philadelphia Trust Company
Pennsylvania
$9.56M -$1.15M -14,423 -11%
ECM
219
Estabrook Capital Management
New York
$9.47M -$288K -3,597 -3%
SEI Investments
220
SEI Investments
Pennsylvania
$9.41M +$2.94M +36,790 +46%
SIM
221
Sadoff Investment Management
Wisconsin
$9.33M +$34.7K +434 +0.4%
CTA
222
Colonial Trust Advisors
South Carolina
$9.32M -$48.4K -605 -0.5%
CIA
223
ClearBridge Investments (Australia)
Australia
$9.29M +$9.29M +116,076 New
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.21M +$400K +5,000 +5%
BSA
225
Braun Stacey Associates
New York
$9.15M -$194K -2,429 -2%
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