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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 %
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
$1.57M -$45.2K -541 -3%
EOJOAM
552
E. Ohman J:or Asset Management
Sweden
$1.55M – – –
CI
553
Conning Inc
Connecticut
$1.54M +$1K +12 +0.1%
HPC
554
HM Payson & Co
Maine
$1.54M -$156K -1,864 -9%
HAG
555
HighPoint Advisor Group
Illinois
$1.53M – – –
FCBT
556
First Citizens Bank & Trust
North Carolina
$1.53M +$672K +8,046 +79%
PFS
557
Physicians Financial Services
North Carolina
$1.52M -$43.6K -521 -3%
IMOV
558
Investment Management of Virginia
Virginia
$1.52M +$12.5K +150 +0.8%
DHFB
559
Dixon Hubard Feinour & Brown
Virginia
$1.51M -$1.34K -16 -0.1%
FPFS
560
First Personal Financial Services
North Carolina
$1.5M -$14K -167 -0.9%
BAM
561
Brave Asset Management
New Jersey
$1.49M +$339K +4,052 +29%
SEC
562
Seven Eight Capital
New York
$1.49M +$1.49M +17,800 New
CPSAC
563
Chas P. Smith & Associates (CPS)
Florida
$1.48M +$1M +12,019 +210%
JG
564
Jefferies Group
New York
$1.48M -$1.7M -20,297 -53%
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
$1.47M -$58.2K -696 -4%
FNBTCON
566
First National Bank & Trust Co of Newtown
Pennsylvania
$1.45M – – –
FDS
567
First Dallas Securities
Texas
$1.44M -$95.3K -1,139 -6%
SPIA
568
Steward Partners Investment Advisory
New York
$1.44M +$121K +1,452 +9%
GBBWRPM
569
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.44M +$167 +2 +0%
CC
570
ClearArc Capital
Ohio
$1.44M +$7.35K +88 +0.5%
AIP
571
Ameritas Investment Partners
Nebraska
$1.43M -$25.8K -309 -2%
AT
572
Arden Trust
Delaware
$1.43M -$49.6K -594 -3%
WSCM
573
Wellington Shields Capital Management
New York
$1.42M -$58.5K -700 -4%
AP
574
Advisor Partners
California
$1.42M +$160K +1,914 +13%
CA
575
Cornerstone Advisors
North Carolina
$1.41M -$418K -5,000 -23%
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