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Duke Energy
DUK

Overview Fund Activity

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.38B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$86.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
2
Prudential Financial
Prudential Financial
New Jersey
-$125M
3
Capital World Investors
Capital World Investors
California
-$111M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$96.5M
5
SP
Sarasin & Partners
United Kingdom
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
326
HL Financial Services
Kentucky
$4.46M -$165K -2,010 -4%
B
327
Barings
North Carolina
$4.44M +$1.39M +16,890 +45%
LDB
328
Lee, Danner & Bass
Tennessee
$4.41M -$358K -4,364 -8%
XK
329
Xact Kapitalforvaltning
Sweden
$4.39M +$362K +4,410 +9%
WIC
330
Woodmont Investment Counsel
Tennessee
$4.35M – – –
BBA
331
BLB&B Advisors
Pennsylvania
$4.34M +$58.2K +710 +1%
FI
332
FormulaFolio Investments
Michigan
$4.33M +$148K +1,800 +4%
CA
333
Cullinan Associates
Kentucky
$4.28M +$3.05M +37,220 +248%
CFC
334
Cincinnati Financial Corp
Ohio
$4.27M – – –
MDCM
335
Morgan Dempsey Capital Management
Wisconsin
$4.27M +$642K +7,830 +18%
ICOA
336
Investment Centers of America
North Dakota
$4.26M -$1.33M -16,216 -24%
COPPSERS
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.26M +$1.02M +12,403 +31%
PDN
338
Pensionfund DSM Netherlands
Netherlands
$4.22M – – –
BIA
339
Barry Investment Advisors
Massachusetts
$4.21M +$72.7K +886 +2%
CC
340
Cornerstone Capital
California
$4.15M +$101K +1,235 +3%
CAM
341
Close Asset Management
United Kingdom
$4.09M +$1.9M +23,172 +87%
BCM
342
Birmingham Capital Management
Alabama
$4.02M – – –
AC
343
Allstate Corporation
Illinois
$4.01M +$1.66M +20,202 +70%
RIL
344
Rothschild Investment LLC
Illinois
$4.01M +$12.5K +152 +0.3%
WSFS
345
Wilmington Savings Fund Society
Delaware
$4M +$46.3K +565 +1%
AB
346
Amalgamated Bank
New York
$3.98M +$235K +2,871 +6%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$3.95M -$2.4M -29,280 -38%
WFG
348
Windsor Financial Group
Minnesota
$3.94M -$60.4K -736 -2%
CAMG
349
CWA Asset Management Group
Florida
$3.92M +$471K +5,745 +14%
Connor, Clark & Lunn Investment Management (CC&L)
350
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.9M -$3.82M -46,600 -50%
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