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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 %
IH
576
IFC Holdings
Florida
$1.4M +$53.7K +642 +4%
B
577
Bellecapital
Switzerland
$1.4M +$836 +10 +0.1%
AAIM
578
American Assets Investment Management
California
$1.39M – – –
NFG
579
Next Financial Group
Texas
$1.39M +$103K +1,226 +8%
FNFDCM
580
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.38M – – –
BC
581
Brinker Capital
Pennsylvania
$1.37M +$813K +9,723 +147%
UR
582
USCA RIA
Texas
$1.36M -$141K -1,693 -9%
BBHC
583
Brown Brothers Harriman & Co
New York
$1.36M -$5.52K -66 -0.4%
BHC
584
Bowen Hanes & Co
Florida
$1.36M – – –
BCA
585
Bray Capital Advisors
Florida
$1.36M +$5.6K +67 +0.4%
Pacer Advisors
586
Pacer Advisors
Pennsylvania
$1.35M +$104K +1,247 +8%
Connor, Clark & Lunn Investment Management (CC&L)
587
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.34M -$2.63M -31,500 -66%
OMCS
588
Old Mutual Customised Solutions
South Africa
$1.34M – – –
CA
589
Cetera Advisors
Colorado
$1.33M -$113K -1,345 -8%
RCAG
590
Rehmann Capital Advisory Group
Michigan
$1.33M -$569K -6,800 -30%
DWA
591
Douglass Winthrop Advisors
New York
$1.33M -$8.03K -96 -0.6%
TWM
592
Torch Wealth Management
Ohio
$1.32M -$12.5K -150 -0.9%
MNBTD
593
Moody National Bank Trust Division
Texas
$1.32M – – –
EFS
594
Essex Financial Services
Connecticut
$1.32M +$42.5K +509 +3%
CIP
595
Convergence Investment Partners
Florida
$1.31M +$68K +813 +5%
FMBTD
596
First Midwest Bank Trust Division
Illinois
$1.31M -$42.6K -510 -3%
ZIC
597
ZWJ Investment Counsel
Georgia
$1.3M -$619K -7,400 -32%
TCOV
598
Trust Company of Vermont
Vermont
$1.3M -$32.7K -391 -2%
WA
599
WealthTrust Axiom
Pennsylvania
$1.3M -$10K -120 -0.8%
SM
600
Sciencast Management
New Jersey
$1.29M +$1.29M +15,470 New
22 23
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