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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 %
FC
851
Forte Capital
New York
$546K +$10.1K +120 +2%
TC
852
Trilogy Capital
California
$546K +$546K +6,487 New
BFM
853
Boston Financial Management
Massachusetts
$544K – – –
GCA
854
Gideon Capital Advisors
New York
$543K +$84.1K +1,000 +18%
CIM
855
CIM Investment Management
Pennsylvania
$542K -$8.92K -106 -2%
SIC
856
Shoker Investment Counsel
Ohio
$542K +$108K +1,289 +25%
APP
857
Avantax Planning Partners
Iowa
$536K -$78.2K -931 -13%
MCM
858
MAI Capital Management
Ohio
$536K -$27.4K -326 -5%
WSC
859
Wellington Shields & Co
New York
$534K +$1.01K +12 +0.2%
FBC
860
Fairfield, Bush & Co
Connecticut
$533K – – –
UBV
861
United Bank (Virginia)
Virginia
$533K +$533K +6,339 New
JSL
862
JT Stratford LLC
Georgia
$532K -$33.7K -400 -6%
SFA
863
Sequoia Financial Advisors
Ohio
$532K +$24.2K +288 +5%
WG
864
Welch Group
Alabama
$532K +$147K +1,743 +38%
KC
865
Kingfisher Capital
North Carolina
$531K +$3.2K +38 +0.6%
CBU
866
CIBC Bank USA
Illinois
$530K +$1.93K +23 +0.4%
Luther King Capital Management (LKCM)
867
Luther King Capital Management (LKCM)
Texas
$529K +$14.6K +173 +3%
NCM
868
Novare Capital Management
North Carolina
$527K +$50.8K +604 +11%
EWF
869
Epstein & White Financial
California
$524K +$524K +6,333 New
SWM
870
SVA Wealth Management
Wisconsin
$523K -$150K -1,777 -22%
MSA
871
Marino Stram & Associates
Massachusetts
$523K +$523K +6,214 New
SFSG
872
Stearns Financial Services Group
North Carolina
$518K -$26.6K -316 -5%
Lido Advisors
873
Lido Advisors
California
$518K +$1.93K +23 +0.4%
CA
874
Continuum Advisory
Idaho
$513K +$58.2K +692 +13%
LFA
875
Legacy Financial Advisors
Kentucky
$511K +$511K +6,079 New
33 34
35
36 37