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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 %
RFA
1051
Reilly Financial Advisors
California
$220K -$2.42K -29 -1%
PHAM
1052
Palisades Hudson Asset Management
Florida
$220K – – –
BWA
1053
BDO Wealth Advisors
Florida
$220K +$220K +2,634 New
FMP
1054
Financial Management Professionals
Texas
$219K – – –
JWBC
1055
J.W. Burns & Co
New York
$219K +$219K +2,618 New
YWP
1056
YorkBridge Wealth Partners
New York
$218K -$4.16K -50 -2%
EIM
1057
Essex Investment Management
Massachusetts
$218K – – –
OSNBOA
1058
Old Second National Bank of Aurora
Illinois
$218K – – –
LBC
1059
Lowe Brockenbrough & Co
Virginia
$216K -$131K -1,565 -38%
VNA
1060
Valley National Advisers
Pennsylvania
$215K -$8.19K -98 -4%
AHC
1061
Adell Harriman & Carpenter
Texas
$214K +$214K +2,566 New
KB
1062
Kimelman & Baird
New York
$213K – – –
FLII
1063
First Long Island Investors
New York
$213K +$213K +2,549 New
JFGLC
1064
Johnson Financial Group LLC (Colorado)
Colorado
$212K – – –
BEAM
1065
Baker Ellis Asset Management
Washington
$210K -$5.52K -66 -3%
SJL
1066
Shayne & Jacobs LLC
Tennessee
$209K – – –
RMDI
1067
R.M. Davis Inc
Maine
$207K -$119K -1,423 -36%
VWA
1068
V Wealth Advisors
Kansas
$207K -$11.8K -141 -5%
HCM
1069
Hengehold Capital Management
Ohio
$206K – – –
BP
1070
Ballentine Partners
Massachusetts
$206K +$206K +2,480 New
HAIM
1071
Hunter Associates Investment Management
Pennsylvania
$205K – – –
FM
1072
Foster & Motley
Ohio
$205K +$205K +2,453 New
HCM
1073
Howland Capital Management
Massachusetts
$205K +$205K +2,456 New
CM
1074
Cornerstone Management
Georgia
$204K -$2.84K -34 -1%
PIM
1075
Penobscot Investment Management
Massachusetts
$204K -$6.95K -83 -3%
41 42
43
44 45