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Duke Energy
DUK

Overview Fund Activity

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.38B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$86.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
2
Prudential Financial
Prudential Financial
New Jersey
-$125M
3
Capital World Investors
Capital World Investors
California
-$111M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$96.5M
5
SP
Sarasin & Partners
United Kingdom
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
626
Pettyjohn Wood & White
Virginia
$1.07M -$59K -720 -5%
WT
627
Whittier Trust
California
$1.07M -$1.64K -20 -0.2%
DIP
628
DT Investment Partners
Pennsylvania
$1.07M +$111K +1,357 +12%
BTIS
629
BB&T Investment Services
North Carolina
$1.05M +$208K +2,539 +25%
Victory Capital Management
630
Victory Capital Management
Texas
$1.04M -$6.87M -83,787 -87%
LPL Financial
631
LPL Financial
California
$1.04M -$317K -3,868 -23%
CBN
632
Cadence Bank NA
Texas
$1.04M -$16.6K -202 -2%
OPCM
633
Osborne Partners Capital Management
California
$1.04M -$141K -1,717 -12%
LWAC
634
Laurel Wealth Advisors (California)
California
$1.03M -$52.3K -638 -5%
NEPWA
635
New England Private Wealth Advisors
Massachusetts
$1.03M – – –
BRWA
636
B. Riley Wealth Advisors
Florida
$1.03M -$160K -1,946 -13%
CPO
637
Cerity Partners OCIO
New York
$1.03M +$1.03M +12,555 New
HB
638
Homrich & Berg
Georgia
$1.03M +$36.7K +448 +4%
MRCM
639
M&R Capital Management
New Jersey
$1.02M -$70.2K -856 -6%
DIA
640
Denver Investment Advisors
Colorado
$1.02M -$189K -2,304 -16%
HTC
641
Haverford Trust Company
Pennsylvania
$1.01M +$4.51K +55 +0.4%
GG
642
Gofen & Glossberg
Illinois
$1.01M -$28.5K -348 -3%
Dodge & Cox
643
Dodge & Cox
California
$1.01M -$58.4K -712 -5%
SI
644
SII Investments
Wisconsin
$1M -$13.7K -167 -1%
FIM
645
Freedom Investment Management
Connecticut
$1M -$82 -1 -0%
SSWM
646
Sheets Smith Wealth Management
North Carolina
$998K +$8.2K +100 +0.8%
TNBTD
647
Trustmark National Bank Trust Department
Mississippi
$998K +$28.8K +351 +3%
TTWM
648
TCV Trust & Wealth Management
Virginia
$993K +$86.7K +1,057 +10%
CAM
649
Cypress Asset Management
Texas
$984K -$58.6K -715 -6%
BVDMP
650
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$984K – – –
24 25
26
27 28