DUK icon

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 %
FBC
801
Fairfield, Bush & Co
Connecticut
$529K +$6.27K +75 +1%
CI
802
Capital International
California
$527K – – –
KC
803
Kingfisher Capital
North Carolina
$525K -$12.1K -145 -2%
FIB
804
First Interstate Bank
Montana
$524K -$39.3K -470 -7%
CS
805
Comerica Securities
Michigan
$518K +$49.3K +589 +11%
MHS
806
M Holdings Securities
Oregon
$514K +$104K +1,241 +25%
DWM
807
Darwin Wealth Management
Florida
$508K -$3.09K -37 -0.6%
LNC
808
Lincoln National Corp
Pennsylvania
$508K +$17.6K +211 +4%
KS
809
Karpas Strategies
Connecticut
$507K – – –
FHA
810
Flagship Harbor Advisors
Massachusetts
$506K +$22.7K +273 +5%
NB
811
NBT Bank
New York
$503K – – –
CIAN
812
Capstone Investment Advisors (Netherlands)
New York
$501K -$423K -5,051 -46%
PI
813
PineBridge Investments
New York
$500K +$500K +5,974 New
BSW
814
Buckingham Strategic Wealth
Missouri
$498K +$81.7K +977 +20%
BFC
815
Blue Fin Capital
Rhode Island
$494K -$8.35K -100 -2%
IB
816
Intrust Bank
Kansas
$493K -$13K -155 -3%
ADBIC
817
A.D. Beadell Investment Counsel
Wisconsin
$492K -$146K -1,747 -23%
AR
818
Advisory Research
Illinois
$492K -$4.18K -50 -0.8%
LIA
819
LBMC Investment Advisors
Tennessee
$483K +$3.68K +44 +0.8%
KWM
820
Kingsview Wealth Management
Oregon
$482K +$12.9K +155 +3%
BC
821
Burney Company
Virginia
$481K -$19.1K -228 -4%
ACI
822
Alpha Cubed Investments
California
$481K +$110K +1,316 +30%
DWM
823
Doyle Wealth Management
Florida
$476K -$11.8K -141 -2%
CB
824
Community Bank
New York
$474K -$22.6K -270 -5%
BHB
825
Bank Hapoalim BM
Israel
$474K -$6.69K -80 -1%
31 32
33
34 35