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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.

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
1
Capital Research Global Investors
California
$1.35B
2
Barclays
2
Barclays
United Kingdom
$497M
3
ZP
3
Zimmer Partners
New York
$112M
4
O
4
OppenheimerFunds
New York
$72.7M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$804M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
CBOA
2
Commonwealth Bank of Australia
Australia
$18.9M
3
Capital World Investors
3
Capital World Investors
California
$701M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$498M
5
Capital International Investors
5
Capital International Investors
California
$175M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.63B 45,407,914 +685,078 +2%
State Street
2
State Street
Massachusetts
$2.66B 33,278,017 -251,079 -0.7%
BIT
3
BlackRock Institutional Trust
California
$1.51B 18,858,914 +395,913 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.35B 16,845,618 +4,165,845 +33%
BFA
5
BlackRock Fund Advisors
California
$1.06B 13,207,117 +296,928 +2%
Franklin Resources
6
Franklin Resources
California
$833M 10,407,976 -1,413,197 -12%
Federated Hermes
7
Federated Hermes
Pennsylvania
$804M 10,043,403 +741,722 +8%
Capital World Investors
8
Capital World Investors
California
$701M 8,754,999 -2,120,000 -19%
Northern Trust
9
Northern Trust
Illinois
$689M 8,607,904 +58,343 +0.7%
Invesco
10
Invesco
Georgia
$587M 7,331,327 +172,276 +2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$543M 6,781,113 +522,840 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$502M 6,277,808 +275,524 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$498M 6,223,450 -1,614,198 -21%
Barclays
14
Barclays
United Kingdom
$497M 6,214,987 +3,657,091 +143%
BG
15
BlackRock Group
United Kingdom
$476M 5,947,769 +33,261 +0.6%
Bank of America
16
Bank of America
North Carolina
$473M 5,907,635 -83,079 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$467M 5,828,542 -290,255 -5%
Deutsche Bank
18
Deutsche Bank
Germany
$434M 5,423,880 -109,665 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$369M 4,614,932 +53,877 +1%
EIP
20
Epoch Investment Partners
New York
$364M 4,547,835 +66,272 +1%
Goldman Sachs
21
Goldman Sachs
New York
$319M 3,980,722 +40,013 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$308M 3,847,945 +10,738 +0.3%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$305M 3,806,943 – –
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$291M 3,640,016 -583,731 -14%
Morgan Stanley
25
Morgan Stanley
New York
$286M 3,576,269 +134,681 +4%
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