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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 %
CBU
826
CIBC Bank USA
Illinois
$459K -$195K -2,381 -30%
CS
827
Comerica Securities
Michigan
$459K +$78.6K +959 +21%
BKA
828
Brick & Kyle Associates
Pennsylvania
$458K – – –
BC
829
Barnett & Company
Tennessee
$455K -$134K -1,632 -23%
CA
830
Continuum Advisory
Idaho
$454K +$454K +5,535 New
TBA
831
Tower Bridge Advisors
Pennsylvania
$452K – – –
BCM
832
Bluefin Capital Management
New York
$451K +$451K +5,500 New
WTC
833
WhitTier Trust Company
Nevada
$449K +$24.2K +295 +6%
YIA
834
YHB Investment Advisors
Connecticut
$448K +$6.77K +82 +2%
VFP
835
Verus Financial Partners
Virginia
$447K +$139K +1,690 +45%
AIA
836
Arbor Investment Advisors
North Carolina
$446K -$229K -2,791 -34%
IAMOG
837
Investors Asset Management of Georgia
Georgia
$446K – – –
AA
838
Ancora Advisors
Ohio
$445K +$82 +1 +0%
JSL
839
JT Stratford LLC
Georgia
$443K -$45.2K -552 -9%
B
840
BancorpSouth
Mississippi
$442K -$23.2K -283 -5%
KCM
841
Kanawha Capital Management
Virginia
$437K +$57.8K +705 +15%
MWM
842
Meridian Wealth Management
Kentucky
$431K +$60K +732 +16%
MMG
843
Monetary Management Group
Missouri
$424K +$56.1K +684 +15%
Lido Advisors
844
Lido Advisors
California
$417K -$246K -2,972 -37%
HCMT
845
Highland Capital Management (Tennessee)
Tennessee
$416K – – –
Members Trust
846
Members Trust
Florida
$416K +$416K +5,082 New
CFD
847
Creative Financial Designs
Indiana
$415K -$6.48K -79 -2%
ZCA
848
Zeke Capital Advisors
Pennsylvania
$415K +$77.1K +941 +23%
WDA
849
Wendell David Associates
New Hampshire
$413K – – –
SWM
850
Stockman Wealth Management
Montana
$411K +$328 +4 +0.1%
32 33
34
35 36