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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 %
CPO
601
Cerity Partners OCIO
New York
$1.29M +$236K +2,820 +22%
SAM
602
Silvercrest Asset Management
New York
$1.28M -$35.9K -429 -3%
ANRIA
603
American National Registered Investment Advisor
Texas
$1.28M -$836 -10 -0.1%
FANJ
604
Financial Architects (New Jersey)
New Jersey
$1.28M -$8.19K -98 -0.6%
AIS
605
American Investment Services
Massachusetts
$1.27M +$22.7K +272 +2%
DIP
606
DT Investment Partners
Pennsylvania
$1.27M +$173K +2,067 +16%
Barrow, Hanley, Mewhinney & Strauss
607
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27M +$24K +287 +2%
PFS
608
Prospera Financial Services
Texas
$1.26M -$12.6K -151 -1%
BTIS
609
BB&T Investment Services
North Carolina
$1.26M +$182K +2,175 +17%
NAM
610
NTV Asset Management
West Virginia
$1.26M -$55.6K -666 -4%
Fiera Capital (Canada)
611
Fiera Capital (Canada)
Quebec, Canada
$1.25M – – –
AT
612
Argent Trust
Texas
$1.25M -$35.5K -425 -3%
SGI
613
Summit Global Investments
Utah
$1.24M -$1.5M -17,925 -55%
SCM
614
Shelton Capital Management
Colorado
$1.24M +$41.8K +500 +4%
NSEDCP
615
NJ State Employees Deferred Compensation Plan
New Jersey
$1.23M – – –
SFG
616
Summit Financial Group
West Virginia
$1.23M +$1.23M +14,684 New
VIA
617
Virtus Investment Advisers
Connecticut
$1.22M -$142K -1,697 -10%
HW
618
Hancock Whitney
Mississippi
$1.22M +$116K +1,387 +10%
AP
619
AHL Partners
United Kingdom
$1.22M +$343K +4,100 +39%
ATC
620
Argent Trust Co
Tennessee
$1.22M +$103K +1,234 +9%
DAM
621
Doheny Asset Management
California
$1.21M -$41.8K -500 -3%
EI
622
Elkhorn Investments
Illinois
$1.21M -$59.1K -683 -5%
MSAM
623
Moloney Securities Asset Management
Missouri
$1.2M +$25.5K +305 +2%
MHIC
624
Marble Harbor Investment Counsel
Massachusetts
$1.18M – – –
GLRA
625
Gerald L. Ray & Associates
Texas
$1.16M -$8.36K -100 -0.7%
23 24
25
26 27