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Duke Energy
DUK

Overview Fund Activity

1,207 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 453 increasing their positions, 435 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+59
Holders Change %
+5.14%
% of All Funds
30.22%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.5%
New
137
Increased
453
Reduced
435
Closed
62
Calls
$257M
Puts
$191M
Net Calls
+$66.1M
Net Calls Change
+$10.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
2
Prudential Financial
Prudential Financial
New Jersey
+$123M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$88.8M
4
Asset Management One
Asset Management One
Japan
+$85.8M
5
Millennium Management
Millennium Management
New York
+$42.8M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$412M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$254M
3
Capital World Investors
Capital World Investors
California
-$194M
4
MTB
Mizuho Trust & Banking
Japan
-$89.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYLI
426
Meiji Yasuda Life Insurance
Japan
$2.72M -$530K -6,830 -16%
Verition Fund Management
427
Verition Fund Management
Connecticut
$2.72M +$2.37M +30,567 +690%
IWA
428
Intercontinental Wealth Advisors
Texas
$2.71M -$82.8K -1,067 -3%
CS
429
Candriam SCA
Luxembourg
$2.71M +$164K +2,113 +6%
SA
430
Strategic Advisors
New York
$2.69M +$213K +2,746 +9%
AIA
431
Armor Investment Advisors
North Carolina
$2.65M +$2.65M +34,191 New
BFA
432
Bragg Financial Advisors
North Carolina
$2.63M +$511K +6,587 +24%
WWM
433
Willingdon Wealth Management
North Carolina
$2.63M +$2.18M +28,143 +492%
WRHAM
434
W.R. Huff Asset Management
Florida
$2.62M -$1.55K -20 -0.1%
FAAS
435
First Allied Advisory Services
California
$2.6M +$66.6K +858 +3%
SSWM
436
Smith Salley Wealth Management
North Carolina
$2.6M +$70.9K +913 +3%
PHIMC
437
Private Harbour Investment Management & Counsel
Ohio
$2.58M -$33.9K -437 -1%
PP
438
Patten & Patten
Tennessee
$2.57M +$303K +3,908 +13%
FSA
439
Franklin Street Advisors
North Carolina
$2.52M -$12.8K -165 -0.5%
MERSOM
440
Municipal Employees' Retirement System of Michigan
Michigan
$2.51M -$125K -1,610 -5%
HFBOT
441
Home Federal Bank of Tennessee
Tennessee
$2.5M +$356K +4,591 +17%
HIMC
442
Heritage Investors Management Corp
Maryland
$2.48M -$70.2K -905 -3%
MBTD
443
Mechanics Bank - Trust Department
California
$2.47M -$157K -2,029 -6%
NEAM
444
New England Asset Management
Connecticut
$2.46M +$217K +2,800 +10%
MA
445
Marshwinds Advisory
Georgia
$2.46M +$155 +2 +0%
SCCM
446
Schafer Cullen Capital Management
New York
$2.45M -$230K -2,966 -9%
TCMG
447
TSP Capital Management Group
New Jersey
$2.44M -$2.56M – –
TSW
448
Thompson Siegel & Walmsley
Virginia
$2.41M -$1.41M -18,101 -37%
BFA
449
Benedict Financial Advisors
Georgia
$2.4M +$22.2K +286 +0.9%
AF
450
Alerus Financial
North Dakota
$2.4M +$526K +6,780 +28%
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