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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 %
FLI
426
Family Legacy Inc
South Carolina
$2.76M +$2.76M +33,671 New
HIM
427
Hanlon Investment Management
New Jersey
$2.76M -$277K -3,373 -9%
SGI
428
Summit Global Investments
Utah
$2.69M +$511K +6,237 +24%
Two Sigma Investments
429
Two Sigma Investments
New York
$2.68M -$23.3M -283,894 -90%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.67M +$175K +2,138 +7%
PHIMC
431
Private Harbour Investment Management & Counsel
Ohio
$2.67M -$55.8K -680 -2%
MERSOM
432
Municipal Employees' Retirement System of Michigan
Michigan
$2.67M +$17.2K +210 +0.7%
SSWM
433
Smith Salley Wealth Management
North Carolina
$2.65M -$90.4K -1,103 -3%
AI
434
Atria Investments
North Carolina
$2.64M +$642K +7,833 +32%
HIMC
435
Heritage Investors Management Corp
Maryland
$2.61M -$4.1K -50 -0.2%
HFBOT
436
Home Federal Bank of Tennessee
Tennessee
$2.6M -$41K -500 -2%
MA
437
Marshwinds Advisory
Georgia
$2.59M -$12.7K -155 -0.5%
Nordea Investment Management
438
Nordea Investment Management
Sweden
$2.58M +$324K +3,954 +14%
SCCM
439
Schafer Cullen Capital Management
New York
$2.57M -$22.1K -270 -0.9%
RIA
440
Regal Investment Advisors
Michigan
$2.54M +$266K +3,245 +12%
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$2.54M +$1.99M +24,258 +360%
AF
442
Alerus Financial
North Dakota
$2.54M +$6.48K +79 +0.3%
MBTD
443
Mechanics Bank - Trust Department
California
$2.53M -$73.3K -894 -3%
BFA
444
Benedict Financial Advisors
Georgia
$2.53M -$2.38K -29 -0.1%
TCMG
445
TSP Capital Management Group
New Jersey
$2.53M -$2.44M – –
RIG
446
Roosevelt Investment Group
New York
$2.52M +$2.52M +30,722 New
NFA
447
Nuveen Fund Advisors
Illinois
$2.51M +$659K +8,031 +36%
AIL
448
AGF Investments LLC
Ontario, Canada
$2.5M +$102K +1,245 +4%
CCM
449
Cohen Capital Management
California
$2.46M – – –
SLG
450
Stanley-Laman Group
Pennsylvania
$2.46M -$542K -6,607 -18%
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