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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 %
SSWM
651
Sheets Smith Wealth Management
North Carolina
$1.03M +$8.03K +96 +0.8%
HB
652
Homrich & Berg
Georgia
$1.02M -$27.1K -324 -3%
DIA
653
Denver Investment Advisors
Colorado
$1.02M -$16.7K -200 -2%
RC
654
RBO & Co
California
$1.01M -$487K -5,824 -33%
Victory Capital Management
655
Victory Capital Management
Texas
$1.01M -$55.4K -663 -5%
First Manhattan
656
First Manhattan
New York
$996K -$134K -1,606 -12%
IC
657
InterOcean Capital
Illinois
$996K – – –
SFM
658
Signet Financial Management
New Jersey
$981K – – –
FIM
659
Freedom Investment Management
Connecticut
$978K -$41.9K -501 -4%
SPC
660
Sigma Planning Corp
Michigan
$976K +$45.2K +541 +5%
Dodge & Cox
661
Dodge & Cox
California
$970K -$55.7K -666 -5%
AL
662
Aspiriant LLC
California
$969K -$10.3K -123 -1%
ACP
663
Ashfield Capital Partners
California
$969K – – –
CAM
664
Cypress Asset Management
Texas
$968K -$35.3K -422 -4%
CC
665
Cadinha & Co
Hawaii
$966K -$3.01K -36 -0.3%
LFR
666
Lehman Financial Resources
Pennsylvania
$966K – – –
WG
667
Winton Group
United Kingdom
$966K +$660K +7,893 +216%
Koshinski Asset Management
668
Koshinski Asset Management
Illinois
$955K -$413K -4,942 -30%
LP
669
LMR Partners
United Kingdom
$954K +$267K +3,192 +39%
CONA
670
Capital One National Association
New York
$953K +$71.2K +852 +8%
PL
671
Perpetual Ltd
Australia
$953K +$109K +1,300 +13%
AWM
672
Altavista Wealth Management
North Carolina
$946K -$27.8K -332 -3%
VCM
673
Violich Capital Management
California
$942K +$12.5K +150 +1%
GLA
674
Good Life Advisors
Pennsylvania
$941K -$15.1K -183 -2%
CAM
675
Columbia Asset Management
Michigan
$941K +$16.9K +202 +2%
25 26
27
28 29