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Duke Energy
DUK

Overview Fund Activity

1,207 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 453 increasing their positions, 435 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+59
Holders Change %
+5.14%
% of All Funds
30.22%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.5%
New
137
Increased
453
Reduced
435
Closed
62
Calls
$257M
Puts
$191M
Net Calls
+$66.1M
Net Calls Change
+$10.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
2
Prudential Financial
Prudential Financial
New Jersey
+$123M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$88.8M
4
Asset Management One
Asset Management One
Japan
+$85.8M
5
Millennium Management
Millennium Management
New York
+$42.8M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$412M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$254M
3
Capital World Investors
Capital World Investors
California
-$194M
4
MTB
Mizuho Trust & Banking
Japan
-$89.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
851
SNS Financial Group
Minnesota
$401K +$108K +1,398 +37%
CFD
852
Creative Financial Designs
Indiana
$399K +$399K +5,141 New
WTB
853
Washington Trust Bank
Washington
$398K +$43.3K +557 +12%
RWA
854
Ropes Wealth Advisors
Massachusetts
$397K +$10.9K +140 +3%
FAT
855
First American Trust
California
$395K -$2.89M -37,209 -88%
DWM
856
Destination Wealth Management
California
$394K -$6.92K -89 -2%
DCM
857
Donaldson Capital Management
Indiana
$394K -$311 -4 -0.1%
HCMT
858
Highland Capital Management (Tennessee)
Tennessee
$394K – – –
WDA
859
Wendell David Associates
New Hampshire
$390K – – –
SWM
860
Stockman Wealth Management
Montana
$389K +$310 +4 +0.1%
PI
861
PineBridge Investments
New York
$389K +$147K +1,903 +61%
KFC
862
Klingenstein Fields & Co
New York
$386K +$1.63K +21 +0.4%
CS
863
Credential Securities
$383K -$12.8K -165 -3%
OA
864
Outfitter Advisors
Virginia
$381K – – –
RC
865
RegentAtlantic Capital
New Jersey
$380K +$1.94K +25 +0.5%
ADL
866
Asset Dedication LLC
California
$379K – – –
KC
867
Kingfisher Capital
North Carolina
$379K +$155 +2 +0%
MCM
868
Marathon Capital Management
Maryland
$378K – – –
WCM
869
Windsor Capital Management
Arizona
$372K +$2.33K +30 +0.6%
AMM
870
American Money Management
California
$368K – – –
IIC
871
Integrated Investment Consultants
Michigan
$367K +$61.9K +798 +20%
ACP
872
Aviance Capital Partners
Florida
$365K -$12.9K -166 -3%
EA
873
Efficient Advisors
Ohio
$365K +$365K +4,698 New
WKWM
874
Walter & Keenan Wealth Management
Indiana
$363K -$20.7K -266 -5%
RMAM
875
Raab & Moskowitz Asset Management
New Jersey
$363K – – –
33 34
35
36 37