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Duke Energy
DUK

Overview Fund Activity

1,218 hedge funds and large institutions have $33B invested in Duke Energy in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 467 increasing their positions, 466 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+8
Holders Change %
+0.66%
% of All Funds
30.41%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
68
Increased
467
Reduced
466
Closed
48
Calls
$327M
Puts
$256M
Net Calls
+$71.2M
Net Calls Change
-$15.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$271M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$131M
4
Deutsche Bank
Deutsche Bank
Germany
+$81.9M
5
Barclays
Barclays
United Kingdom
+$50.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$192M
2
SAC
Smith Affiliated Capital
New York
-$71.3M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$70.4M
4
Morgan Stanley
Morgan Stanley
New York
-$56.6M
5
State Street
State Street
Massachusetts
-$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
926
Wintrust Investments
Illinois
$339K – – –
GD
927
Grandfield & Dodd
New York
$338K -$19.5K -233 -5%
OC
928
Oarsman Capital
Wisconsin
$337K -$1.09K -13 -0.3%
PCMC
929
Paragon Capital Management (Colorado)
Colorado
$336K +$67.9K +813 +25%
CAG
930
Crestwood Advisors Group
Massachusetts
$334K – – –
NAMA
931
Nikko Asset Management Americas
New York
$334K – – –
MWM
932
Marietta Wealth Management
Georgia
$330K -$43.9K -524 -12%
CCG
933
Cypress Capital Group
Florida
$329K – – –
BOTW
934
Bank of the West
California
$329K +$22.2K +265 +7%
GCP
935
GSA Capital Partners
United Kingdom
$327K +$327K +3,917 New
EGA
936
E&G Advisors
Texas
$326K +$91.9K +1,100 +39%
HKIM
937
Hayek Kallen Investment Management
Alabama
$324K -$6.94K -83 -2%
CC
938
Cannell & Co
New York
$324K – – –
EGA
939
Eagle Global Advisors
Texas
$324K – – –
GI
940
Gradient Investments
Minnesota
$323K -$187K -2,237 -37%
IFAM
941
Institutional & Family Asset Management
Colorado
$323K +$7.53K +90 +2%
KFC
942
Klingenstein Fields & Co
New York
$321K -$23.1K -277 -7%
MC
943
Middleton & Co
Massachusetts
$321K -$9.69K -116 -3%
EA
944
Edge Advisors
Georgia
$321K -$2.42K -29 -0.7%
KSA
945
Ken Stern & Associates
California
$320K +$16.4K +195 +5%
SFI
946
SPC Financial Inc
Maryland
$318K -$4.18K -50 -1%
WTB
947
Washington Trust Bank
Washington
$315K -$57.4K -687 -15%
BONST
948
Bank of Nova Scotia Trust
Ontario, Canada
$315K – – –
PBO
949
Peoples Bank (Ohio)
Ohio
$315K – – –
PG
950
Patten Group
Tennessee
$315K +$36.2K +418 +13%
36 37
38
39 40