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Duke Energy
DUK

Overview Fund Activity

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$311M
2
Citadel Advisors
Citadel Advisors
Florida
$250M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$491M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$84.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$251M
2
ZP
Zimmer Partners
New York
$489M
3
Morgan Stanley
Morgan Stanley
New York
$264M
4
Goldman Sachs
Goldman Sachs
New York
$301M
5
Renaissance Technologies
Renaissance Technologies
New York
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$251M -$87.7M -1,108,600 -26%
Citadel Advisors
27
Citadel Advisors
Florida
$250M +$111M +1,405,842 +80%
Swiss National Bank
28
Swiss National Bank
Switzerland
$245M +$5.79M +73,200 +2%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$221M +$57.6M +727,950 +35%
Charles Schwab
30
Charles Schwab
California
$218M +$7.29M +92,210 +3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$180M +$11.1M +140,718 +7%
LM
32
Luminus Management
Texas
$170M +$21M +264,995 +14%
RJA
33
Raymond James & Associates
Florida
$164M +$5.34M +67,543 +3%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$157M +$24.8M +314,104 +19%
PPA
35
Parametric Portfolio Associates
Washington
$157M +$1.35M +17,072 +0.9%
PAMU
36
Pictet Asset Management (UK)
United Kingdom
$141M -$4.44M -56,103 -3%
TCIM
37
TIAA CREF Investment Management
New York
$138M -$31.9M -403,130 -19%
Millennium Management
38
Millennium Management
New York
$138M +$26M +328,285 +23%
CS
39
Credit Suisse
Switzerland
$133M +$366K +4,626 +0.3%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$132M -$667K -8,429 -0.5%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$129M +$2.96M +37,464 +2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$126M -$5.25M -66,400 -4%
O
43
OppenheimerFunds
New York
$118M -$16.8M -212,739 -13%
LCOV
44
London Company of Virginia
Virginia
$114M -$2.03M -25,638 -2%
Canada Life
45
Canada Life
Manitoba, Canada
$108M +$9.75M +123,264 +10%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M +$1.41M +17,821 +1%
TA
47
Teachers Advisors
New York
$105M -$2.13M -26,973 -2%
UBS Group
48
UBS Group
Switzerland
$104M -$4.89M -61,826 -4%
Asset Management One
49
Asset Management One
Japan
$102M +$4.82M +60,927 +5%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$99M +$1.08M +13,601 +1%
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