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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 %
Jane Street
651
Jane Street
New York
$980K +$659K +8,030 +205%
IC
652
InterOcean Capital
Illinois
$977K -$248K -3,025 -20%
SFM
653
Signet Financial Management
New Jersey
$962K +$700K +8,533 +267%
1IA
654
1834 Investment Advisors
Wisconsin
$961K -$484K -5,906 -34%
AL
655
Aspiriant LLC
California
$961K -$199K -2,425 -17%
JIM
656
Jupiter Investment Management
United Kingdom
$959K -$31.1K -380 -3%
AWM
657
Altavista Wealth Management
North Carolina
$955K +$37.6K +459 +4%
GLA
658
Good Life Advisors
Pennsylvania
$954K +$130K +1,580 +16%
FT
659
Fiduciary Trust
Massachusetts
$953K – – –
ACP
660
Ashfield Capital Partners
California
$950K – – –
CC
661
Cadinha & Co
Hawaii
$950K +$82K +1,000 +9%
LFR
662
Lehman Financial Resources
Pennsylvania
$942K +$7.62K +93 +0.8%
MSS
663
Mitchell Sinkler & Starr
Pennsylvania
$941K -$201K -2,450 -18%
Acadian Asset Management
664
Acadian Asset Management
Massachusetts
$938K -$6.26M -76,222 -87%
CAM
665
Carret Asset Management
New York
$931K -$32.8K -400 -3%
ACS
666
Archford Capital Strategies
Illinois
$931K +$2.96K +36 +0.3%
FHA
667
First Horizon Advisors
Tennessee
$928K -$35.6K -434 -4%
SC
668
Savant Capital
Illinois
$922K +$3.2K +39 +0.3%
GT
669
Glenview Trust
Kentucky
$915K -$106K -1,297 -10%
SPC
670
Sigma Planning Corp
Michigan
$913K +$26.5K +323 +3%
VCM
671
Violich Capital Management
California
$912K – – –
CAM
672
Columbia Asset Management
Michigan
$907K +$82 +1 +0%
CIAN
673
Capstone Investment Advisors (Netherlands)
New York
$905K +$905K +11,040 New
AW
674
ACG Wealth
Georgia
$898K +$274K +3,345 +44%
RCM
675
Riverhead Capital Management
Delaware
$897K +$212K +2,581 +31%
25 26
27
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