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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 %
PAS
826
Park Avenue Securities
New York
$474K -$4.42K -53 -0.9%
CA
827
Continuum Advisory
Idaho
$473K +$10.4K +125 +2%
PCMI
828
Princeton Capital Management Inc
New Jersey
$471K -$76K -910 -14%
Luther King Capital Management (LKCM)
829
Luther King Capital Management (LKCM)
Texas
$470K -$53.5K -640 -10%
SFA
830
Sequoia Financial Advisors
Ohio
$470K +$147K +1,758 +45%
BCP
831
Berkeley Capital Partners
Georgia
$467K -$3.51K -42 -0.7%
RWA
832
River Wealth Advisors
Pennsylvania
$465K -$16.2K -194 -3%
BC
833
Barnett & Company
Tennessee
$463K – – –
BTW
834
Boston Trust Walden
Massachusetts
$458K +$94.6K +1,133 +26%
AA
835
Ancora Advisors
Ohio
$457K +$3.51K +42 +0.8%
IAMOG
836
Investors Asset Management of Georgia
Georgia
$455K – – –
AIA
837
Arbor Investment Advisors
North Carolina
$455K +$502 +6 +0.1%
TBA
838
Tower Bridge Advisors
Pennsylvania
$453K -$6.94K -83 -2%
LCM
839
LVM Capital Management
Michigan
$453K -$43.2K -517 -9%
IAM
840
Impax Asset Management
New Hampshire
$452K +$41.8K +500 +10%
VFP
841
Verus Financial Partners
Virginia
$448K -$7.36K -88 -2%
MWM
842
Meridian Wealth Management
Kentucky
$448K +$8.69K +104 +2%
JSL
843
JT Stratford LLC
Georgia
$446K -$6.02K -72 -1%
KCM
844
Kanawha Capital Management
Virginia
$444K -$1.17K -14 -0.3%
DWT
845
Dorsey & Whitney Trust
South Dakota
$444K +$90.3K +1,080 +26%
FIM
846
Frontier Investment Management
Texas
$441K +$1K +12 +0.2%
BTNA
847
Bremer Trust National Association
Minnesota
$439K -$106K -1,263 -19%
MWAC
848
Mariner Wealth Advisors (Cincinnati)
Ohio
$433K -$76K -909 -15%
MMG
849
Monetary Management Group
Missouri
$432K – – –
JIM
850
Jupiter Investment Management
United Kingdom
$428K -$548K -6,569 -56%
32 33
34
35 36