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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 %
SWM
726
Segment Wealth Management
Texas
$697K +$656 +8 +0.1%
DCM
727
Donaldson Capital Management
Indiana
$690K +$274K +3,340 +66%
BRM
728
Boston Research & Management
Massachusetts
$689K – – –
WS
729
Wedbush Securities
California
$689K +$37.7K +460 +6%
CNBT
730
Canandaigua National Bank & Trust
New York
$689K +$51.4K +628 +8%
HI
731
Hudock Inc
Pennsylvania
$684K +$22.6K +276 +3%
CNC
732
Citizens & Northern Corp
Pennsylvania
$682K +$28.8K +351 +4%
RCAMU
733
Rothschild & Co Asset Management US
Connecticut
$680K -$96.1K -1,171 -12%
B
734
Bridgeworth
Alabama
$680K -$45.5K -551 -6%
SSB
735
Sandy Spring Bank
Maryland
$676K +$2.19K +26 +0.3%
LP
736
LMR Partners
United Kingdom
$674K +$674K +8,221 New
WIS
737
Wright Investors Service
Connecticut
$673K +$37.7K +460 +6%
OIA
738
Optimum Investment Advisors
Illinois
$672K +$27K +329 +4%
WIC
739
Whitegate Investment Counselors
New Hampshire
$671K +$16.3K +199 +2%
BT
740
Beacon Trust
New Jersey
$665K -$4.54K -55 -0.7%
CSM
741
CAMG Solamere Management
North Carolina
$665K +$1.15K +14 +0.2%
IWM
742
Integrated Wealth Management
California
$665K +$20.3K +248 +3%
RBC
743
Ronald Blue & Co
Georgia
$663K +$131K +1,597 +25%
SWM
744
SVA Wealth Management
Wisconsin
$662K +$164 +2 +0%
SACTSONJ
745
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$656K – – –
FTIOP
746
Fiduciary Trust International of Pennsylvania
Pennsylvania
$654K -$28.2K -344 -4%
PAM
747
Premier Asset Management
Illinois
$653K -$39.8K -485 -6%
SFSG
748
Stearns Financial Services Group
North Carolina
$652K -$37.4K -456 -5%
LOAME
749
Lombard Odier Asset Management (Europe)
United Kingdom
$647K -$130K -1,585 -17%
WA
750
WFG Advisors
Texas
$647K -$120K -1,461 -16%
28 29
30
31 32