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Duke Energy
DUK

Overview Fund Activity

1,218 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 474 increasing their positions, 448 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
30.41%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
65
Increased
474
Reduced
448
Closed
56
Calls
$252M
Puts
$284M
Net Calls
-$31.6M
Net Calls Change
-$103M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$794M
2
BlackRock
BlackRock
New York
$3.78B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.18B
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.27B
5
HSBC Holdings
HSBC Holdings
United Kingdom
$90.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$73M
2
WRF
Waddell & Reed Financial
Kansas
$13.8M
3
UIM
USS Investment Management
United Kingdom
$0
4
PI
PGGM Investments
Netherlands
$35.2M
5
Citadel Advisors
Citadel Advisors
Florida
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
351
Stratos Wealth Partners
Ohio
$3.96M +$166K +1,983 +4%
AIM
352
Anchor Investment Management
South Carolina
$3.95M +$192K +2,291 +5%
RIL
353
Rothschild Investment LLC
Illinois
$3.9M -$160K -1,904 -4%
MYAM
354
Meiji Yasuda Asset Management
Japan
$3.88M +$57.1K +680 +1%
AUB
355
Atlantic Union Bankshares
Virginia
$3.87M +$46.3K +552 +1%
ACM
356
Argyle Capital Management
Pennsylvania
$3.86M -$5.04K -60 -0.1%
CWM
357
Calamos Wealth Management
Illinois
$3.85M +$42.6K +508 +1%
CCT
358
Chemung Canal Trust
New York
$3.82M +$287K +3,417 +8%
JGUA
359
John G. Ullman & Associates
New York
$3.8M -$14K -167 -0.4%
CCM
360
Cadence Capital Management
Massachusetts
$3.79M +$1.09M +12,986 +40%
CFSG
361
Community Financial Services Group
Vermont
$3.76M +$152K +1,814 +4%
AC
362
Alley Company
Illinois
$3.75M +$7.05K +84 +0.2%
CA
363
Cullinan Associates
Kentucky
$3.71M -$982K -11,700 -21%
CIA
364
Capital Investment Advisors
Georgia
$3.71M -$151K -1,803 -4%
MML Investors Services
365
MML Investors Services
Massachusetts
$3.69M -$296K -3,524 -7%
BB
366
Bell Bank
North Dakota
$3.67M +$2.27K +27 +0.1%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$3.67M +$25.2K +300 +0.7%
LIA
368
LS Investment Advisors
Michigan
$3.66M -$50K -596 -1%
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$3.65M +$1.27M +15,173 +54%
MC
370
Moors & Cabot
Massachusetts
$3.65M +$474K +5,645 +15%
BOH
371
Bank of Hawaii
Hawaii
$3.63M -$1.79M -21,384 -33%
EB
372
Eastern Bank
Massachusetts
$3.62M -$5.91M -70,437 -62%
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$3.61M +$3.61M +46,821 New
KRS
374
Kentucky Retirement Systems
Kentucky
$3.61M -$159K -1,892 -4%
LW
375
Linscomb Wealth
Texas
$3.55M +$78.2K +932 +2%
13 14
15
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