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Duke Energy
DUK

Overview Fund Activity

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$148M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$134M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$123M
4
Two Sigma Investments
Two Sigma Investments
New York
+$70.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$53.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$352M
2
Bank of America
Bank of America
North Carolina
-$177M
3
Capital International Investors
Capital International Investors
California
-$87.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
826
Wilkins Investment Counsel
Massachusetts
$600K -$29.3K -348 -5%
IWM
827
IHT Wealth Management
Illinois
$591K +$237K +2,889 +67%
AIM
828
Aspen Investment Management
Michigan
$589K – – –
BHWM
829
Bar Harbor Wealth Management
New Hampshire
$581K -$11.8K -140 -2%
S
830
SignatureFD
Georgia
$581K +$88.5K +1,053 +18%
MWAC
831
Mariner Wealth Advisors (Cincinnati)
Ohio
$578K -$40K -476 -6%
STA
832
Summit Trail Advisors
New York
$578K +$578K +7,243 New
CS
833
Comerica Securities
Michigan
$568K +$43.3K +515 +8%
FMW
834
Farr Miller & Washington
District of Columbia
$568K +$157K +1,864 +38%
BSW
835
Buckingham Strategic Wealth
Missouri
$565K +$105K +1,246 +23%
FRA
836
Front Row Advisors
California
$565K +$565K +6,716 New
Cetera Investment Advisers
837
Cetera Investment Advisers
Illinois
$562K -$11.2K -133 -2%
WT
838
Washington Trust
Rhode Island
$562K -$4.62K -55 -0.8%
AFG
839
Albion Financial Group
Utah
$560K – – –
VCM
840
Virtue Capital Management
Tennessee
$557K +$557K +6,619 New
RC
841
RegentAtlantic Capital
New Jersey
$555K -$4.55K -54 -0.8%
HWM
842
Holloway Wealth Management
Florida
$555K -$67K – –
MHS
843
M Holdings Securities
Oregon
$554K -$115K -1,369 -17%
NGA
844
Naples Global Advisors
Florida
$553K +$5.89K +70 +1%
MA
845
MANA Advisors
New York
$553K +$553K +6,573 New
Mariner
846
Mariner
Kansas
$551K +$4.04K +48 +0.7%
SCA
847
Stokes Capital Advisors
South Carolina
$551K +$551K +6,552 New
FWP
848
FAS Wealth Partners
Kansas
$550K +$1.51K +18 +0.3%
BEAM
849
Baker Ellis Asset Management
Washington
$550K +$339K +4,034 +161%
VFP
850
Verus Financial Partners
Virginia
$549K +$98.4K +1,170 +22%
32 33
34
35 36