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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 %
FBT
776
First Bankers Trust
Kentucky
$595K -$1.92K -23 -0.3%
HCM
777
Hodges Capital Management
Texas
$594K +$1.59K +19 +0.3%
WA
778
Waverly Advisors
Alabama
$591K -$6.18K -74 -1%
SFSG
779
Stearns Financial Services Group
North Carolina
$590K -$74.7K -893 -11%
AIM
780
Aspen Investment Management
Michigan
$586K – – –
CIM
781
CIM Investment Management
Pennsylvania
$578K -$9.78K -117 -2%
CCA
782
Checchi Capital Advisers
California
$571K -$38.3K -458 -6%
CBU
783
CIBC Bank USA
Illinois
$568K +$100K +1,196 +21%
WP
784
WealthPLAN Partners
Nebraska
$568K +$560K +6,699 +6,767%
BB
785
Busey Bank
Illinois
$565K -$74.3K -889 -12%
BDF
786
Balasa Dinverno & Foltz
$564K +$56K +670 +11%
BFM
787
Boston Financial Management
Massachusetts
$562K -$8.7K -104 -2%
FWP
788
FAS Wealth Partners
Kansas
$562K +$1.42K +17 +0.3%
MCM
789
MAI Capital Management
Ohio
$560K +$33.4K +400 +6%
RC
790
RegentAtlantic Capital
New Jersey
$559K -$25.6K -307 -4%
AFG
791
Albion Financial Group
Utah
$557K – – –
NCM
792
Novare Capital Management
North Carolina
$556K -$2.51M -30,090 -82%
Cetera Investment Advisers
793
Cetera Investment Advisers
Illinois
$552K -$10.3K -123 -2%
WT
794
Washington Trust
Rhode Island
$552K -$4.18K -50 -0.8%
ACA
795
Anchor Capital Advisors
Massachusetts
$550K – – –
FWM
796
Frontier Wealth Management
Missouri
$543K -$24.3K -290 -4%
NGA
797
Naples Global Advisors
Florida
$539K – – –
FC
798
Forte Capital
New York
$538K +$8.36K +100 +2%
UBWV
799
United Bank (West Virginia)
West Virginia
$530K – – –
WSC
800
Wellington Shields & Co
New York
$529K -$83K -994 -14%
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