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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 %
AMG
451
Advisors Management Group
Wisconsin
$2.46M +$115K +1,400 +5%
AF
452
Ally Financial
Michigan
$2.46M +$410K +5,000 +20%
RBA
453
Richard Bernstein Advisors
New York
$2.45M – – –
HDIM
454
Hanson & Doremus Investment Management
Vermont
$2.45M +$43.1K +525 +2%
SFP
455
Shepherd Financial Partners
Massachusetts
$2.42M +$19.6K +237 +0.8%
TSWM
456
Triangle Securities Wealth Management
North Carolina
$2.41M -$40.9K -499 -2%
HH
457
Hilltop Holdings
Texas
$2.4M -$56K -683 -2%
AWM
458
AE Wealth Management
Kansas
$2.4M +$745K +9,087 +45%
PA
459
Pinnacle Associates
New York
$2.4M -$27.2K -331 -1%
PAM
460
Private Asset Management
California
$2.36M +$9.11K +111 +0.4%
CI
461
Cigna Investments
Connecticut
$2.35M +$253K +3,086 +12%
LA
462
Lynch & Associates
Indiana
$2.34M +$24.7K +301 +1%
Daiwa Securities Group
463
Daiwa Securities Group
Japan
$2.33M +$24.6K +300 +1%
LFAS
464
Level Four Advisory Services
Texas
$2.32M +$79.3K +957 +4%
SW
465
SVB Wealth
Massachusetts
$2.3M -$105K -1,278 -4%
RFM
466
Royal Fund Management
Florida
$2.29M +$1.9M +23,198 +497%
CCM
467
Covington Capital Management
California
$2.28M +$42.6K +520 +2%
Thrivent Financial for Lutherans
468
Thrivent Financial for Lutherans
Minnesota
$2.26M +$144K +1,760 +7%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$2.25M -$675K -8,237 -23%
IIM
470
Ipswich Investment Management
Massachusetts
$2.25M +$24.6K +300 +1%
SLI
471
Sumitomo Life Insurance
Japan
$2.22M -$138K -1,681 -6%
LS
472
Livforsakringsbolaget Skandia
Sweden
$2.21M -$2.07M -25,200 -48%
Fayez Sarofim & Co
473
Fayez Sarofim & Co
Texas
$2.21M -$8.2K -100 -0.4%
APFBOT
474
Amica Pension Fund Board of Trustees
Rhode Island
$2.2M – – –
AWA
475
ARS Wealth Advisors
Florida
$2.19M -$19K -232 -0.9%
17 18
19
20 21