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Duke Energy
DUK

Overview Fund Activity

1,218 hedge funds and large institutions have $33B invested in Duke Energy in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 467 increasing their positions, 466 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+8
Holders Change %
+0.66%
% of All Funds
30.41%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
68
Increased
467
Reduced
466
Closed
48
Calls
$327M
Puts
$256M
Net Calls
+$71.2M
Net Calls Change
-$15.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$271M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
4
Deutsche Bank
Deutsche Bank
Germany
+$81.9M
5
Barclays
Barclays
United Kingdom
+$50.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$192M
2
SAC
Smith Affiliated Capital
New York
-$71.3M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$70.4M
4
Morgan Stanley
Morgan Stanley
New York
-$56.6M
5
State Street
State Street
Massachusetts
-$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
351
Royal Fund Management
Florida
$4.11M +$1.78M +21,282 +76%
WSFS
352
Wilmington Savings Fund Society
Delaware
$4.08M -$2.59K -31 -0.1%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$4.06M +$33.9K +406 +0.8%
CTC
354
Central Trust Company
Missouri
$4.05M +$436K +5,215 +12%
RIL
355
Rothschild Investment LLC
Illinois
$4.04M -$41.8K -500 -1%
WFG
356
Windsor Financial Group
Minnesota
$4.02M +$7.77K +93 +0.2%
BCM
357
Birmingham Capital Management
Alabama
$4.01M -$84K -1,005 -2%
FIM
358
Foresters Investment Management
New York
$4.01M +$172K +2,057 +4%
FNBOO
359
First National Bank of Omaha
Nebraska
$4.01M +$67K +802 +2%
MML Investors Services
360
MML Investors Services
Massachusetts
$3.97M +$225K +2,691 +6%
GHAM
361
Gilman Hill Asset Management
Connecticut
$3.91M -$37.9K -454 -1%
BL
362
BCWM LLC
Kansas
$3.89M +$64.2K +768 +2%
ACM
363
Argyle Capital Management
Pennsylvania
$3.85M -$22.2K -266 -0.6%
CIA
364
Capital Investment Advisors
Georgia
$3.84M +$17.6K +210 +0.5%
LMGAM
365
Liberty Mutual Group Asset Management
Massachusetts
$3.83M +$615K +7,363 +19%
MYAM
366
Meiji Yasuda Asset Management
Japan
$3.81M -$835K -9,995 -18%
JGUA
367
John G. Ullman & Associates
New York
$3.8M -$2.51M -30,078 -40%
CWM
368
Calamos Wealth Management
Illinois
$3.8M +$111K +1,327 +3%
SWP
369
Stratos Wealth Partners
Ohio
$3.78M +$143K +1,708 +4%
BCM
370
Buckhead Capital Management
Georgia
$3.76M -$69.4K -830 -2%
KRS
371
Kentucky Retirement Systems
Kentucky
$3.75M +$1K +12 +0%
AIM
372
Anchor Investment Management
South Carolina
$3.74M +$73.2K +876 +2%
AC
373
Alley Company
Illinois
$3.72M +$91.4K +1,094 +3%
VKH
374
Virtu KCG Holdings
New York
$3.71M +$2.04M +24,393 +122%
EARNEST Partners
375
EARNEST Partners
Georgia
$3.7M -$17.6K -211 -0.5%
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