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Duke Energy
DUK

Overview Fund Activity

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$148M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$70.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$53.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$352M
2
Bank of America
Bank of America
North Carolina
-$177M
3
Capital International Investors
Capital International Investors
California
-$87.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
676
Haverford Trust Company
Pennsylvania
$1.02M +$75K +892 +8%
First Manhattan
677
First Manhattan
New York
$1.02M -$22.3K -265 -2%
PWW
678
Pettyjohn Wood & White
Virginia
$1.01M -$101K -1,195 -9%
OPCM
679
Osborne Partners Capital Management
California
$1.01M -$46.3K -550 -4%
CIC
680
Carnegie Investment Counsel
Ohio
$1.01M -$56.2K -756 -5%
IC
681
InterOcean Capital
Illinois
$1M -$5.05K -60 -0.5%
DIM
682
DC Investments Management
Virginia
$1M +$1M +11,905 New
CPIA
683
Cornell Pochily Investment Advisors
New York
$998K +$998K +11,866 New
GLA
684
Good Life Advisors
Pennsylvania
$994K -$1.89K -23 -0.2%
Group One Trading
685
Group One Trading
Illinois
$989K +$984K +11,705 +20,181%
LWAC
686
Laurel Wealth Advisors (California)
California
$977K -$72.9K -867 -7%
NC
687
NewSquare Capital
Pennsylvania
$966K +$92.8K +1,103 +11%
HI
688
Horizon Investments
North Carolina
$966K +$120K +1,439 +14%
AFA
689
Aurora Financial Advisors
Massachusetts
$962K +$962K +11,447 New
CBN
690
Cadence Bank NA
Texas
$960K -$52.4K -623 -5%
LFR
691
Lehman Financial Resources
Pennsylvania
$959K – – –
BCFS
692
Butensky & Cohen Financial Security
Florida
$958K +$114K +1,357 +14%
TSW
693
Thompson Siegel & Walmsley
Virginia
$955K -$794K -9,433 -45%
HI
694
HBK Investments
Texas
$955K +$955K +11,351 New
OC
695
Oakworth Capital
Alabama
$953K -$2.77K -31 -0.3%
MRCM
696
M&R Capital Management
New Jersey
$944K -$84.1K -1,000 -8%
SMC
697
Smith, Moore & Co
Missouri
$943K +$56.1K +667 +6%
CAM
698
Carret Asset Management
New York
$938K +$9.34K +111 +1%
ACP
699
Ashfield Capital Partners
California
$934K -$49.3K -586 -5%
TCM
700
Teza Capital Management
Illinois
$928K +$928K +11,033 New
26 27
28
29 30