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
Fidelity Investments
Massachusetts
+$170M
2
Prudential Financial
Prudential Financial
New Jersey
+$123M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$88.8M
4
Asset Management One
Asset Management One
Japan
+$85.8M
5
Millennium Management
Millennium Management
New York
+$42.8M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$412M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$254M
3
Capital World Investors
Capital World Investors
California
-$194M
4
MTB
Mizuho Trust & Banking
Japan
-$89.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
551
Pittenger & Anderson Inc
Nebraska
$1.51M +$1.55K +20 +0.1%
PC
552
Palo Capital
California
$1.5M -$369K -4,758 -20%
BAS
553
Brown Advisory Securities
Maryland
$1.5M +$3.96K +51 +0.3%
CPIG
554
Chicago Partners Investment Group
Illinois
$1.5M -$49.1K -633 -3%
BFS
555
Bradley Foster & Sargent
Connecticut
$1.49M +$40.3K +519 +3%
CI
556
Conning Inc
Connecticut
$1.49M +$21.9K +282 +1%
VWM
557
Valley Wealth Managers
New Jersey
$1.49M +$85.4K +1,100 +6%
SYBT
558
Stock Yards Bank & Trust
Kentucky
$1.49M +$198K +2,552 +15%
SS
559
Simplicity Solutions
Minnesota
$1.48M +$811K +10,445 +121%
CBOR
560
Community Bank of Raymore
Missouri
$1.48M – – –
AL
561
AJO LP
Pennsylvania
$1.47M – – –
FDS
562
First Dallas Securities
Texas
$1.47M +$21.5K +277 +1%
AT
563
Arden Trust
Delaware
$1.47M +$32.8K +423 +2%
FTI
564
Fiduciary Trust International
Massachusetts
$1.47M – – –
AWCI
565
Alpine Woods Capital Investors
New York
$1.46M -$36.2K -466 -2%
Fiera Capital (Canada)
566
Fiera Capital (Canada)
Quebec, Canada
$1.46M -$544K -7,000 -27%
FPFS
567
First Personal Financial Services
North Carolina
$1.45M -$126K -1,618 -8%
UAS
568
United Asset Strategies
New York
$1.42M +$104K +1,337 +8%
FNFDCM
569
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.41M – – –
IMOV
570
Investment Management of Virginia
Virginia
$1.4M +$30.5K +393 +2%
Susquehanna International Group
571
Susquehanna International Group
Pennsylvania
$1.4M -$986K -12,706 -41%
GIM
572
Guardian Investment Management
California
$1.39M +$15.5K +200 +1%
ADBIC
573
A.D. Beadell Investment Counsel
Wisconsin
$1.39M -$22.2K -286 -2%
RC
574
RBO & Co
California
$1.39M – – –
WJA
575
Williams Jones & Associates
New York
$1.38M -$9K -116 -0.6%
21 22
23
24 25