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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 %
PAM
751
Premier Asset Management
Illinois
$661K -$4.35K -52 -0.7%
SWM
752
SVA Wealth Management
Wisconsin
$659K -$16.6K -198 -2%
LOAME
753
Lombard Odier Asset Management (Europe)
United Kingdom
$659K – – –
SC
754
Schulhoff & Co
Ohio
$658K +$11.3K +135 +2%
WS
755
Wedbush Securities
California
$656K -$45.8K -548 -7%
KIA
756
KCM Investment Advisors
California
$653K -$102K -1,219 -13%
BCM
757
Boltwood Capital Management
California
$651K – – –
PFC
758
Phocas Financial Corp
California
$648K -$527K -6,301 -45%
SCI
759
Stableford Capital II
Arizona
$645K +$22K +263 +4%
SRSA
760
S.R. Schill & Associates
Washington
$638K +$3.09K +37 +0.5%
GC
761
Grimes & Company
Massachusetts
$637K +$752 +9 +0.1%
SXL
762
Summit X LLC
Missouri
$634K +$634K +7,553 New
CGT
763
Capital Guardian Trust
California
$627K -$239K -2,857 -28%
WIC
764
Wilkins Investment Counsel
Massachusetts
$626K – – –
BHWM
765
Bar Harbor Wealth Management
New Hampshire
$623K -$34.8K -416 -5%
GAMC
766
Garner Asset Management Corp
Texas
$618K +$618K +7,390 New
Teacher Retirement System of Texas
767
Teacher Retirement System of Texas
Texas
$613K +$8.86K +106 +1%
Jane Street
768
Jane Street
New York
$609K -$389K -4,659 -39%
RBC
769
Ronald Blue & Co
Georgia
$608K -$67.9K -813 -10%
CT
770
Clearstead Trust
Maine
$607K +$16.2K +197 +3%
CK
771
Cohen Klingenstein
New York
$602K – – –
FAM
772
Formidable Asset Management
Ohio
$602K +$6.6K +79 +1%
RBA
773
Richard Bernstein Advisors
New York
$601K -$1.89M -22,627 -76%
CGA
774
Crescent Grove Advisors
Illinois
$600K +$600K +7,182 New
Mariner
775
Mariner
Kansas
$595K -$587K -7,023 -50%
29 30
31
32 33