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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 %
HL
1001
HeadInvest LLC
Maine
$247K – – –
DE
1002
Day & Ennis
Georgia
$246K +$854 +11 +0.3%
LRPA
1003
L. Roy Papp & Associates
Arizona
$246K +$14.5K +187 +6%
WP
1004
WMS Partners
Maryland
$246K +$246K +3,167 New
CIS
1005
Connors Investor Services
Pennsylvania
$245K -$15.5K -200 -6%
WFMPM
1006
Woodley Farra Manion Portfolio Management
Indiana
$244K – – –
YWP
1007
YorkBridge Wealth Partners
New York
$244K +$244K +3,284 New
WG
1008
Winton Group
United Kingdom
$243K +$243K +3,136 New
SEM
1009
Suncoast Equity Management
Florida
$242K – – –
RMDI
1010
R.M. Davis Inc
Maine
$242K +$242K +3,119 New
MML Investors Services
1011
MML Investors Services
Massachusetts
$238K +$238K +3,070 New
KPCM
1012
Kings Point Capital Management
New York
$237K -$38.9K -500 -14%
BRA
1013
Bender Robert & Associates
California
$236K +$7.77K +100 +3%
SC
1014
Saturna Capital
Washington
$235K – – –
HC
1015
Hourglass Capital
Texas
$235K – – –
NIA
1016
Northstar Investment Advisors
Colorado
$235K +$5.68K +73 +2%
IDBONY
1017
Israel Discount Bank of New York
New York
$234K +$234K +3,012 New
AAP
1018
Arax Advisory Partners
Colorado
$234K +$234K +3,021 New
PGIM
1019
Pacific Global Investment Management
California
$233K -$3.1K -40 -1%
PCMM
1020
Private Capital Management (Minnesota)
Minnesota
$233K +$77.7K +1,000 +50%
ERIM
1021
Eagle Ridge Investment Management
Connecticut
$229K -$18.1K -233 -7%
MCM
1022
McMillion Capital Management
North Carolina
$229K +$8.25K +106 +4%
CCB
1023
Cutter & Co Brokerage
Missouri
$229K +$229K +2,945 New
OWD
1024
Osborn Williams & Donohoe
Ohio
$228K -$1.55K -20 -0.7%
DWT
1025
Dorsey & Whitney Trust
South Dakota
$227K -$47K -607 -17%
39 40
41
42 43