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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 %
CCM
876
Compton Capital Management
Rhode Island
$362K -$368K -4,734 -50%
RFM
877
Royal Fund Management
Florida
$362K +$362K +4,670 New
AB
878
AT Bancorp
Iowa
$361K – – –
ST
879
Spinnaker Trust
Maine
$361K – – –
STMM
880
South Texas Money Management
Texas
$361K +$123K +1,585 +52%
CS
881
Comerica Securities
Michigan
$360K -$13.1K -169 -4%
KCM
882
Kanawha Capital Management
Virginia
$359K +$1.01K +13 +0.3%
CT
883
Clearstead Trust
Maine
$359K +$359K +4,620 New
CIS
884
Capital International Sarl
California
$357K – – –
IAM
885
Impax Asset Management
New Hampshire
$357K +$15.5K +200 +5%
CT
886
Coastline Trust
Rhode Island
$357K +$51.2K +660 +17%
MI
887
Markston International
New York
$355K -$343K -4,416 -49%
CBTWT
888
Community Bank & Trust (Waco, Texas)
Texas
$354K – – –
PA
889
Parallel Advisors
California
$354K +$354K +4,557 New
FMWA
890
Forvis Mazars Wealth Advisors
Missouri
$353K +$110K +1,410 +45%
GSBTD
891
Glenview State Bank Trust Department
Illinois
$352K – – –
MWM
892
Meridian Wealth Management
Kentucky
$351K +$351K +4,526 New
CFN
893
Cordasco Financial Network
Florida
$350K -$230K -2,970 -40%
CCFCSB
894
Cape Cod Five Cents Savings Bank
Massachusetts
$349K -$198K -2,554 -36%
IP
895
Isthmus Partners
Wisconsin
$349K +$13.9K +179 +4%
PAS
896
Park Avenue Securities
New York
$349K +$54.9K +706 +19%
MA
897
MCF Advisors
Kentucky
$348K -$5.28K -68 -1%
ST
898
Smithfield Trust
Pennsylvania
$348K – – –
MMG
899
Monetary Management Group
Missouri
$348K – – –
BSW
900
Buckingham Strategic Wealth
Missouri
$347K +$39K +503 +13%
34 35
36
37 38