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Duke Energy
DUK

Overview Fund Activity

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$148M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$70.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$53.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$352M
2
Bank of America
Bank of America
North Carolina
-$177M
3
Capital International Investors
Capital International Investors
California
-$87.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
576
Alethea Capital Management
Washington
$1.47M +$1.05M +12,431 +249%
CPSAC
577
Chas P. Smith & Associates (CPS)
Florida
$1.47M -$31.4K -373 -2%
HPC
578
Hobart Private Capital
North Carolina
$1.46M +$1.46M +17,394 New
FNBTCON
579
First National Bank & Trust Co of Newtown
Pennsylvania
$1.46M – – –
FDS
580
First Dallas Securities
Texas
$1.46M +$7.24K +86 +0.5%
IH
581
IFC Holdings
Florida
$1.46M +$84.8K +1,006 +6%
AWM
582
Altavista Wealth Management
North Carolina
$1.46M +$507K +6,033 +53%
SS
583
Simplicity Solutions
Minnesota
$1.45M +$951K +11,302 +192%
SGI
584
Summit Global Investments
Utah
$1.44M -$577K -6,858 -29%
SWP
585
Strategic Wealth Partners
Ohio
$1.42M +$1.42M +15,863 New
AP
586
Advisor Partners
California
$1.41M +$107K +1,396 +8%
B
587
Bellecapital
Switzerland
$1.41M +$1.43K +17 +0.1%
LNC
588
Lincoln National Corp
Pennsylvania
$1.41M +$800K +9,512 +132%
AAIM
589
American Assets Investment Management
California
$1.4M – – –
SCM
590
Shelton Capital Management
Colorado
$1.4M – – –
BUB
591
BBVA USA Bancshares
Texas
$1.38M -$81.6K -971 -6%
EOJOAM
592
E. Ohman J:or Asset Management
Sweden
$1.38M -$202K -2,400 -13%
HW
593
Hancock Whitney
Mississippi
$1.38M +$31.8K +378 +2%
ZIC
594
ZWJ Investment Counsel
Georgia
$1.38M +$101K +1,200 +8%
FMBTD
595
First Midwest Bank Trust Division
Illinois
$1.38M +$63.3K +752 +5%
Parallax Volatility Advisers
596
Parallax Volatility Advisers
California
$1.38M +$1.38M +16,360 New
BHC
597
Bowen Hanes & Co
Florida
$1.37M – – –
NIT
598
NumerixS Investment Technologies
British Columbia, Canada
$1.35M +$1.35M +16,000 New
OMCS
599
Old Mutual Customised Solutions
South Africa
$1.35M – – –
TWM
600
Torch Wealth Management
Ohio
$1.35M +$6.39K +76 +0.5%
22 23
24
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