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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 %
LIA
376
LS Investment Advisors
Michigan
$3.7M +$36.6K +438 +1%
ICOA
377
Investment Centers of America
North Dakota
$3.68M -$672K -8,020 -15%
BB
378
Bell Bank
North Dakota
$3.65M -$120K -1,434 -3%
DCM
379
Dupont Capital Management
Delaware
$3.65M +$217K +2,597 +6%
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$3.63M +$33.4K +400 +0.9%
PJSIMP
381
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.6M +$21.2K +254 +0.6%
CFSG
382
Community Financial Services Group
Vermont
$3.6M -$40.9K -489 -1%
Jones Financial Companies
383
Jones Financial Companies
Missouri
$3.54M +$110K +1,315 +3%
SSWM
384
Smith Salley Wealth Management
North Carolina
$3.53M +$829K +9,923 +31%
CCT
385
Chemung Canal Trust
New York
$3.52M +$220K +2,632 +7%
LW
386
Linscomb Wealth
Texas
$3.46M -$141K -1,682 -4%
AOWM
387
Alpha Omega Wealth Management
Virginia
$3.45M +$125K +1,494 +4%
LNB
388
Ledyard National Bank
$3.44M -$14.5K -173 -0.4%
WWM
389
Willingdon Wealth Management
North Carolina
$3.4M +$80.4K +962 +2%
ISB
390
Iowa State Bank
Iowa
$3.37M +$11.1K +133 +0.3%
EFIC
391
Eliot Finkel Investment Counsel
California
$3.37M – – –
FB
392
Fulton Bank
Pennsylvania
$3.36M -$77.3K -925 -2%
JIC
393
Johnson Investment Counsel
Ohio
$3.29M +$210K +2,514 +7%
ERSOT
394
Employees Retirement System of Texas
Texas
$3.26M -$83.6K -1,000 -3%
ECM
395
ETrade Capital Management
Virginia
$3.24M -$10.3K -123 -0.3%
BIA
396
Biondo Investment Advisors
Pennsylvania
$3.24M +$193K +2,291 +6%
AWM
397
AE Wealth Management
Kansas
$3.24M +$793K +9,485 +32%
DnB Asset Management
398
DnB Asset Management
Norway
$3.22M +$50.2K +600 +2%
PP
399
Patten & Patten
Tennessee
$3.19M -$4.77K -57 -0.1%
MC
400
Moors & Cabot
Massachusetts
$3.17M +$20.7K +247 +0.7%
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