DUK icon

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
1
Fidelity Investments
Massachusetts
$292M
2
Prudential Financial
2
Prudential Financial
New Jersey
$201M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.61B
4
Asset Management One
4
Asset Management One
Japan
$92.5M
5
Millennium Management
5
Millennium Management
New York
$42.8M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$70.1M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.05B
3
Capital World Investors
3
Capital World Investors
California
$485M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$253M -$56.2M -724,071 -18%
Wells Fargo
27
Wells Fargo
California
$232M -$6.7M -86,292 -3%
UBS AM
28
UBS AM
Illinois
$209M -$11.9M -152,870 -5%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$207M +$16.3M +210,127 +9%
Prudential Financial
30
Prudential Financial
New Jersey
$201M +$123M +1,584,080 +158%
Swiss National Bank
31
Swiss National Bank
Switzerland
$197M +$2.49M +32,100 +1%
TCIM
32
TIAA CREF Investment Management
New York
$186M -$21.8M -280,569 -11%
Capital International Investors
33
Capital International Investors
California
$170M – – –
Charles Schwab
34
Charles Schwab
California
$163M +$5.68M +73,225 +4%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$156M -$2.03M -26,158 -1%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$153M -$6.41M -82,600 -4%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$148M +$4.7M +60,502 +3%
Ameriprise
38
Ameriprise
Minnesota
$146M +$300K +3,862 +0.2%
RJA
39
Raymond James & Associates
Florida
$145M +$2.73M +35,219 +2%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$141M +$6.77M +87,279 +5%
UBS Group
41
UBS Group
Switzerland
$134M +$19.3M +248,091 +17%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$132M -$2.72M -35,100 -2%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$129M -$11.3M -145,369 -8%
PPA
44
Parametric Portfolio Associates
Washington
$129M +$10.1M +129,774 +9%
LCOV
45
London Company of Virginia
Virginia
$123M +$15.8M +203,759 +15%
First Trust Advisors
46
First Trust Advisors
Illinois
$118M +$1.38M +17,750 +1%
CS
47
Credit Suisse
Switzerland
$116M +$5.03M +64,795 +5%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$115M -$2.96M -38,100 -3%
BlackRock
49
BlackRock
New York
$112M -$184K -2,369 -0.2%
BIM
50
BlackRock Investment Management
Delaware
$112M +$10.6M +137,054 +11%
1
2
3 4 5