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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 %
GHCM
701
Glen Harbor Capital Management
California
$811K +$192K +2,336 +31%
NC
702
NewSquare Capital
Pennsylvania
$804K +$113K +1,384 +16%
GA
703
Geneva Advisors
Illinois
$801K -$21.9K -267 -3%
SG Americas Securities
704
SG Americas Securities
New York
$794K -$7.65M -93,170 -91%
MA
705
Montag & Associates
Georgia
$779K – – –
FQ
706
First Quadrant
California
$776K – – –
BHIA
707
Birch Hill Investment Advisors
Massachusetts
$774K +$18.2K +222 +2%
1SB
708
1ST Source Bank
Indiana
$773K +$18.4K +224 +2%
RFS
709
Rockefeller Financial Services
New York
$763K – – –
QI
710
Quotient Investors
New York
$759K – – –
CFP
711
Cornerstone Financial Partners
North Carolina
$755K -$405K -4,941 -35%
HT
712
HighTower Trust
Texas
$750K -$77.8K -949 -9%
FG
713
Fiduciary Group
Georgia
$749K -$131K -1,596 -15%
OC
714
Oakworth Capital
Alabama
$747K +$64.2K +782 +9%
KIA
715
KCM Investment Advisors
California
$741K -$24.6K -300 -3%
BCFS
716
Butensky & Cohen Financial Security
Florida
$741K +$60.7K +740 +9%
CICI
717
Capital Investment Counsel Inc
North Carolina
$738K -$2.87K -35 -0.4%
SCA
718
Stonebridge Capital Advisors
Minnesota
$738K +$16.4K +200 +2%
CSIC
719
Clifford Swan Investment Counsel
California
$734K +$64.2K +782 +10%
ARMC
720
American Research & Management Company
Massachusetts
$733K – – –
CP
721
Camelot Portfolios
Ohio
$726K +$726K +8,847 New
HBT
722
Hills Bank & Trust
Iowa
$720K -$20.3K -248 -3%
PP
723
Prudential plc
United Kingdom
$710K -$25.3K -308 -3%
Cerity Partners
724
Cerity Partners
New York
$708K +$708K +8,632 New
FFBTD
725
First Financial Bank - Trust Division
Ohio
$698K -$65.6K -800 -9%
27 28
29
30 31