DUK icon

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 %
BHWM
751
Bar Harbor Wealth Management
New Hampshire
$644K -$30.9K -377 -5%
BCM
752
Boltwood Capital Management
California
$639K +$14.3K +175 +2%
SC
753
Schulhoff & Co
Ohio
$634K +$32.8K +400 +5%
GP
754
Girard Partners
Pennsylvania
$631K -$53.6K -653 -8%
SBH
755
Segall Bryant & Hamill
Illinois
$631K +$34.4K +420 +6%
WIP
756
Wellesley Investment Partners
Massachusetts
$630K +$138K +1,685 +28%
BB
757
Busey Bank
Illinois
$627K +$28.5K +348 +5%
ADBIC
758
A.D. Beadell Investment Counsel
Wisconsin
$626K -$841K -10,253 -57%
GC
759
Grimes & Company
Massachusetts
$624K +$820 +10 +0.1%
SRSA
760
S.R. Schill & Associates
Washington
$623K +$32.4K +395 +5%
LNWWM
761
Laird Norton Wetherby Wealth Management
California
$619K +$10.8K +132 +2%
FFEC
762
First Financial Equity Corporation
Arizona
$619K +$619K +7,510 New
WIC
763
Wilkins Investment Counsel
Massachusetts
$614K – – –
SCI
764
Stableford Capital II
Arizona
$611K +$266K +3,249 +77%
WSC
765
Wellington Shields & Co
New York
$601K -$32.2K -393 -5%
CCA
766
Checchi Capital Advisers
California
$598K -$68.5K -836 -10%
Teacher Retirement System of Texas
767
Teacher Retirement System of Texas
Texas
$593K – – –
FAM
768
Formidable Asset Management
Ohio
$591K -$16.1K -194 -3%
CK
769
Cohen Klingenstein
New York
$590K – – –
CT
770
Clearstead Trust
Maine
$588K +$209K +2,554 +55%
FBT
771
First Bankers Trust
Kentucky
$586K +$71.8K +875 +14%
WA
772
Waverly Advisors
Alabama
$586K +$586K +7,149 New
HCM
773
Hodges Capital Management
Texas
$581K -$47.5K -579 -8%
CIM
774
CIM Investment Management
Pennsylvania
$577K -$57.9K -706 -9%
AIM
775
Aspen Investment Management
Michigan
$575K – – –
29 30
31
32 33