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Duke Energy
DUK

Overview Fund Activity

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.38B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$86.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
2
Prudential Financial
Prudential Financial
New Jersey
-$125M
3
Capital World Investors
Capital World Investors
California
-$111M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$96.5M
5
SP
Sarasin & Partners
United Kingdom
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
926
Hayek Kallen Investment Management
Alabama
$325K +$1.56K +19 +0.5%
CAG
927
Crestwood Advisors Group
Massachusetts
$324K -$14.8K -180 -4%
GJIC
928
Gamble Jones Investment Counsel
California
$324K -$3.77K -46 -1%
GCMG
929
Gyroscope Capital Management Group
Florida
$324K -$2.62K -32 -0.8%
CCG
930
Cypress Capital Group
Florida
$323K – – –
RMDI
931
R.M. Davis Inc
Maine
$320K +$64.4K +786 +25%
CC
932
Cannell & Co
New York
$318K -$22.1K -270 -7%
CIC
933
Crawford Investment Counsel
Georgia
$318K -$12.4K -151 -4%
EGA
934
Eagle Global Advisors
Texas
$318K – – –
EA
935
Edge Advisors
Georgia
$317K +$1.55K +19 +0.5%
SFA
936
Sequoia Financial Advisors
Ohio
$317K +$14.3K +174 +5%
AGM
937
Alpine Global Management
New York
$317K +$317K +3,867 New
SFI
938
SPC Financial Inc
Maryland
$316K +$32.8K +400 +12%
BSB
939
Bangor Savings Bank
Maine
$314K -$19.7K -240 -6%
VCM
940
Versant Capital Management
Arizona
$310K +$3.77K +46 +1%
BONST
941
Bank of Nova Scotia Trust
Ontario, Canada
$309K – – –
IFAM
942
Institutional & Family Asset Management
Colorado
$309K – – –
PBO
943
Peoples Bank (Ohio)
Ohio
$309K +$10.2K +124 +3%
EWM
944
Endurance Wealth Management
Rhode Island
$306K -$46.7K -570 -13%
AAC
945
Asset Advisors Corp
Georgia
$305K -$146K -1,782 -32%
DJSG
946
D.J. St. Germain
Massachusetts
$302K -$9.43K -115 -3%
AP
947
Appleton Partners
Massachusetts
$300K -$37.4K -456 -11%
BOTW
948
Bank of the West
California
$300K +$9.66K +118 +3%
WG
949
Winton Group
United Kingdom
$300K +$43K +525 +17%
PWLP
950
Prio Wealth Limited Partnership
Massachusetts
$299K -$60.7K -741 -17%
36 37
38
39 40