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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 %
KS
876
Karpas Strategies
Connecticut
$510K – – –
CHP
877
Cable Hill Partners
Oregon
$509K -$3.95K -48 -0.8%
BFC
878
Blue Fin Capital
Rhode Island
$506K +$8.41K +100 +2%
PM
879
Parametrica Management
Hong Kong
$506K +$506K +6,013 New
NB
880
NBT Bank
New York
$504K -$2.52K -30 -0.5%
FHA
881
Flagship Harbor Advisors
Massachusetts
$504K +$4.11K +50 +0.8%
ACI
882
Alpha Cubed Investments
California
$502K +$76.6K +911 +18%
ADBIC
883
A.D. Beadell Investment Counsel
Wisconsin
$500K – – –
BTNA
884
Bremer Trust National Association
Minnesota
$497K +$47.8K +568 +11%
FTC
885
Farmers Trust Company
Ohio
$488K +$91K +1,083 +23%
NSIM
886
North Star Investment Management
Illinois
$487K +$358K +4,260 +278%
TBA
887
Tower Bridge Advisors
Pennsylvania
$486K +$29.4K +350 +6%
FIB
888
First Interstate Bank
Montana
$480K -$14.1K -168 -3%
BCP
889
Berkeley Capital Partners
Georgia
$479K -$4.12K -49 -0.9%
IB
890
Intrust Bank
Kansas
$478K -$13.2K -157 -3%
AA
891
Ancora Advisors
Ohio
$477K +$84 +1 +0%
HA
892
Halsey Associates
Connecticut
$475K +$114K +1,358 +32%
ADL
893
Asset Dedication LLC
California
$473K +$17.2K +205 +4%
GP
894
Greenline Partners
New York
$469K +$469K +5,581 New
BC
895
Burney Company
Virginia
$464K +$12.2K +145 +3%
CB
896
Community Bank
New York
$462K -$10.2K -121 -2%
FWM
897
Frontier Wealth Management
Missouri
$456K -$92.4K -1,099 -17%
B
898
Bridgeworth
Alabama
$456K +$166K +1,981 +57%
LCM
899
LVM Capital Management
Michigan
$453K -$20.1K -239 -4%
AR
900
Advisory Research
Illinois
$453K -$1.35K -16 -0.3%
34 35
36
37 38