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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 %
CIC
626
Carnegie Investment Counsel
Ohio
$1.15M -$6.86K -80 -0.6%
VNIM
627
Vaughan Nelson Investment Management
Texas
$1.14M – – –
FFC
628
First Financial Corp
Indiana
$1.14M +$6.35K +76 +0.6%
GBT
629
Grove Bank & Trust
Florida
$1.13M +$8.44K +101 +0.8%
TTWM
630
TCV Trust & Wealth Management
Virginia
$1.13M +$116K +1,392 +11%
ASN
631
Advisory Services Network
Georgia
$1.11M +$201K +2,407 +22%
PWW
632
Pettyjohn Wood & White
Virginia
$1.11M +$11.9K +142 +1%
SG
633
StoneX Group
New York
$1.1M +$1.1M +13,125 New
WJA
634
Williams Jones & Associates
New York
$1.09M -$16.7K -200 -2%
WT
635
Whittier Trust
California
$1.09M -$5.52K -66 -0.5%
BCM
636
BTR Capital Management
California
$1.08M -$18.8K -225 -2%
BRWA
637
B. Riley Wealth Advisors
Florida
$1.08M +$30.5K +365 +3%
CBN
638
Cadence Bank NA
Texas
$1.06M +$5.27K +63 +0.5%
OPCM
639
Osborne Partners Capital Management
California
$1.06M – – –
LWAC
640
Laurel Wealth Advisors (California)
California
$1.06M +$2.67K +32 +0.3%
NEPWA
641
New England Private Wealth Advisors
Massachusetts
$1.05M – – –
MRCM
642
M&R Capital Management
New Jersey
$1.05M -$20.6K -240 -2%
CCM
643
Covington Capital Management
California
$1.04M -$1.28M -15,309 -55%
FTIOP
644
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.04M +$375K +4,482 +56%
Bessemer Group
645
Bessemer Group
New Jersey
$1.04M +$665K +7,963 +178%
EMG
646
Ellington Management Group
Connecticut
$1.04M +$1.04M +12,400 New
TNBTD
647
Trustmark National Bank Trust Department
Mississippi
$1.04M +$18.1K +216 +2%
HTC
648
Haverford Trust Company
Pennsylvania
$1.03M – – –
GG
649
Gofen & Glossberg
Illinois
$1.03M +$7.11K +85 +0.7%
FT
650
Fiduciary Trust
Massachusetts
$1.03M +$62.5K +748 +6%
24 25
26
27 28