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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 %
MWA
451
Marshall Wace Asia
Hong Kong
$2.5M +$2.5M +29,754 New
PA
452
Pinnacle Associates
New York
$2.47M +$25.7K +308 +1%
SLG
453
Stanley-Laman Group
Pennsylvania
$2.47M -$43.9K -525 -2%
TSWM
454
Triangle Securities Wealth Management
North Carolina
$2.43M -$25.2K -302 -1%
PAM
455
Private Asset Management
California
$2.41M +$9.19K +110 +0.4%
RIG
456
Roosevelt Investment Group
New York
$2.41M -$157K -1,875 -6%
Daiwa Securities Group
457
Daiwa Securities Group
Japan
$2.41M +$25.1K +300 +1%
SFP
458
Shepherd Financial Partners
Massachusetts
$2.4M -$22.1K -266 -0.9%
SW
459
SVB Wealth
Massachusetts
$2.39M +$50.4K +603 +2%
Thrivent Financial for Lutherans
460
Thrivent Financial for Lutherans
Minnesota
$2.37M +$56.4K +675 +2%
SLI
461
Sumitomo Life Insurance
Japan
$2.36M +$99.5K +1,190 +4%
CL
462
Choreo LLC
Illinois
$2.33M -$1M -11,987 -30%
LFAS
463
Level Four Advisory Services
Texas
$2.32M -$1.57K -19 -0.1%
LA
464
Lynch & Associates
Indiana
$2.31M -$73.7K -882 -3%
IIM
465
Ipswich Investment Management
Massachusetts
$2.27M -$24.7K -295 -1%
CG
466
Clinton Group
New York
$2.26M +$2.26M +27,048 New
CI
467
Cigna Investments
Connecticut
$2.26M -$133K -1,595 -6%
HH
468
Hilltop Holdings
Texas
$2.26M -$191K -2,284 -8%
LS
469
Livforsakringsbolaget Skandia
Sweden
$2.26M – – –
APFBOT
470
Amica Pension Fund Board of Trustees
Rhode Island
$2.24M – – –
SCA
471
Snowden Capital Advisors
New York
$2.24M +$215K +2,577 +11%
Fayez Sarofim & Co
472
Fayez Sarofim & Co
Texas
$2.23M -$22.7K -271 -1%
V
473
Veritable
Delaware
$2.23M +$34.9K +418 +2%
SDIC
474
South Dakota Investment Council
South Dakota
$2.22M – – –
SBIA
475
Sheaff Brock Investment Advisors
Indiana
$2.21M -$83.4K -998 -4%
17 18
19
20 21