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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 %
JPMIA
976
J.P. Marvel Investment Advisors
Massachusetts
$285K – – –
AA
977
Apriem Advisors
California
$285K +$48.1K +575 +20%
DK
978
Darrell & King
Virginia
$284K -$11.2K -134 -4%
NI
979
Numeric Investors
Massachusetts
$284K +$284K +3,400 New
MIC
980
Meridian Investment Counsel
California
$281K – – –
BAM
981
Berkshire Asset Management
Pennsylvania
$280K -$17.3K -207 -6%
STMM
982
South Texas Money Management
Texas
$280K +$3.01K +36 +1%
NSAM
983
North Star Asset Management
Wisconsin
$280K +$16.7K +200 +6%
SOAMC
984
Spirit of America Management Corp
New York
$279K – – –
SLT
985
St Louis Trust
Missouri
$279K – – –
TC
986
Telemus Capital
Michigan
$277K +$4.18K +50 +2%
SHCM
987
Stokes & Hubbell Capital Management
Louisiana
$276K +$63.4K +758 +30%
HFA
988
High Falls Advisors
New York
$275K – – –
RWA
989
Ropes Wealth Advisors
Massachusetts
$274K -$6.53K -78 -2%
B
990
Bailard
California
$274K – – –
MCM
991
MV Capital Management
Maryland
$274K +$2.67K +32 +1%
CL
992
CPWM LLC
Washington
$273K +$3.68K +44 +1%
AAP
993
Arax Advisory Partners
Colorado
$271K +$11.1K +133 +4%
SEM
994
Suncoast Equity Management
Florida
$271K +$31.3K +375 +13%
SCM
995
Salem Capital Management
Massachusetts
$269K – – –
MYLI
996
Meiji Yasuda Life Insurance
Japan
$267K -$1.03M -12,341 -79%
BWFM
997
Bridgewater Wealth & Financial Management
Maryland
$267K +$43.6K +521 +19%
IDBONY
998
Israel Discount Bank of New York
New York
$266K -$5.03K -60 -2%
SWA
999
Sutton Wealth Advisors
Florida
$264K +$167K +2,000 +172%
CA
1000
CapWealth Advisors
Tennessee
$259K -$82.6K -986 -24%
38 39
40
41 42