DUK icon

Duke Energy
DUK

Overview Fund Activity

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$148M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$70.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$53.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$352M
2
Bank of America
Bank of America
North Carolina
-$177M
3
Capital International Investors
Capital International Investors
California
-$87.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
451
Lynch & Associates
Indiana
$2.47M +$155K +1,840 +7%
BFO
452
Biltmore Family Office
North Carolina
$2.47M +$2.47M +29,338 New
MMHP
453
Murphy Middleton Hinkle & Parker
Georgia
$2.46M +$2.46M +29,201 New
MA
454
Marshwinds Advisory
Georgia
$2.43M -$136K -1,621 -5%
RIG
455
Roosevelt Investment Group
New York
$2.43M +$12.6K +150 +0.5%
SCA
456
Snowden Capital Advisors
New York
$2.42M +$131K +1,552 +6%
LMGAM
457
Liberty Mutual Group Asset Management
Massachusetts
$2.4M -$37.6K -447 -2%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$2.4M +$152K +1,811 +7%
CG
459
Cutler Group
California
$2.39M -$127K -1,508 -5%
SLG
460
Stanley-Laman Group
Pennsylvania
$2.37M -$252 -3 -0%
TSWM
461
Triangle Securities Wealth Management
North Carolina
$2.35M -$13K -154 -0.5%
PA
462
Pinnacle Associates
New York
$2.35M -$33.4K -397 -1%
LFAS
463
Level Four Advisory Services
Texas
$2.33M -$421 -5 -0%
AMI
464
Amica Mutual Insurance
Rhode Island
$2.32M -$731K -8,693 -24%
DIP
465
DT Investment Partners
Pennsylvania
$2.3M +$348K +4,140 +18%
IWA
466
Intercontinental Wealth Advisors
Texas
$2.27M -$350K -4,165 -13%
SCM
467
Schnieders Capital Management
California
$2.26M +$112K +1,336 +5%
IIM
468
Ipswich Investment Management
Massachusetts
$2.25M -$18K -214 -0.8%
APFBOT
469
Amica Pension Fund Board of Trustees
Rhode Island
$2.25M – – –
HH
470
Hilltop Holdings
Texas
$2.25M +$434K +5,160 +24%
SFP
471
Shepherd Financial Partners
Massachusetts
$2.25M +$336 +4 +0%
AWM
472
AE Wealth Management
Kansas
$2.24M -$925K -10,999 -29%
CIAS
473
Capital Investment Advisory Services
North Carolina
$2.24M +$60.1K +714 +3%
SLI
474
Sumitomo Life Insurance
Japan
$2.23M -$108K -1,285 -5%
BO
475
Bank OZK
Arkansas
$2.23M +$490K +5,829 +28%
17 18
19
20 21