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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 %
OPCM
626
Osborne Partners Capital Management
California
$1.12M +$70.4K +907 +7%
CG
627
Cutler Group
California
$1.11M +$176K +2,273 +19%
SCM
628
Shelton Capital Management
Colorado
$1.11M – – –
CFP
629
Cornerstone Financial Partners
North Carolina
$1.1M -$167K -2,153 -13%
AL
630
Aspiriant LLC
California
$1.1M -$20.9K -269 -2%
Pacer Advisors
631
Pacer Advisors
Pennsylvania
$1.09M -$6.52K -84 -0.6%
AT
632
Argent Trust
Texas
$1.09M -$3.1K -40 -0.3%
GLRA
633
Gerald L. Ray & Associates
Texas
$1.09M -$253K -3,256 -19%
CIC
634
Carnegie Investment Counsel
Ohio
$1.09M +$17.2K +221 +2%
MSS
635
Mitchell Sinkler & Starr
Pennsylvania
$1.08M -$46.6K -600 -4%
PL
636
Perpetual Ltd
Australia
$1.08M +$116K +1,500 +12%
PWW
637
Pettyjohn Wood & White
Virginia
$1.07M -$3.88K -50 -0.4%
VNIM
638
Vaughan Nelson Investment Management
Texas
$1.06M – – –
First Manhattan
639
First Manhattan
New York
$1.05M -$7.68K -99 -0.7%
MSAM
640
Moloney Securities Asset Management
Missouri
$1.04M +$1.04M +13,447 New
BCA
641
Bray Capital Advisors
Florida
$1.04M -$15.8K -204 -1%
MHIC
642
Marble Harbor Investment Counsel
Massachusetts
$1.04M +$209K +2,692 +25%
MRCM
643
M&R Capital Management
New Jersey
$1.03M -$2.48K -32 -0.2%
FFC
644
First Financial Corp
Indiana
$1.03M -$115K -1,484 -10%
LWAC
645
Laurel Wealth Advisors (California)
California
$1.03M -$425K -5,480 -29%
FCM
646
Flinton Capital Management
Pennsylvania
$1.03M +$1.03M +13,216 New
AFS
647
Amtrust Financial Services
New York
$1.02M +$1.02M +13,158 New
TIP
648
Torray Investment Partners
Maryland
$1.02M +$9.7K +125 +1%
WT
649
Whittier Trust
California
$1.02M +$1.79K +23 +0.2%
TRCT
650
Tower Research Capital (TRC)
New York
$1.01M +$865K +11,136 +600%
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