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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 %
CFA
1076
CT Financial Advisors
Pennsylvania
$158K – – –
HIIFS
1077
Harel Insurance Investments & Financial Services
Israel
$155K -$31K -400 -17%
JIC
1078
Joel Isaacson & Co
New York
$155K -$15.5K -200 -9%
AA
1079
AlphaMark Advisors
Kentucky
$155K – – –
CCM
1080
Cribstone Capital Management
Maine
$153K -$9.43K -122 -6%
EDRH
1081
Edmond de Rothschild Holding
Switzerland
$153K +$51.7K +667 +51%
BAM
1082
Barrett Asset Management
New York
$153K +$77.7K +1,000 +103%
MSFP
1083
Mark Sheptoff Financial Planning
Connecticut
$152K – – –
IWM
1084
IHT Wealth Management
Illinois
$151K +$151K +1,940 New
AWM
1085
AllSquare Wealth Management
New York
$143K – – –
DBT
1086
Dubuque Bank & Trust
Iowa
$141K +$8.77K +113 +7%
CP
1087
Corbenic Partners
Pennsylvania
$136K – – –
MCA
1088
Mercer Capital Advisers
New Jersey
$132K – – –
CAM
1089
Cacti Asset Management
Georgia
$129K – – –
HFM
1090
Hartford Financial Management
Connecticut
$129K +$9.73K +125 +8%
WC
1091
Whitnell & Co
Illinois
$127K -$332K -4,260 -72%
BFEC
1092
Benjamin F. Edwards & Company
Missouri
$127K -$37.4K -481 -23%
Group One Trading
1093
Group One Trading
Illinois
$124K +$124K +1,593 New
VIA
1094
Vantage Investment Advisors
Pennsylvania
$120K +$3.1K +40 +3%
LCM
1095
Liberty Capital Management
Michigan
$116K +$38.7K +500 +50%
PIM
1096
Parasol Investment Management
Illinois
$114K -$27.2K -350 -19%
ACPU
1097
Arrowgrass Capital Partners (US)
Delaware
$110K +$110K +1,422 New
WPA
1098
West Paces Advisors
Georgia
$108K +$108K +1,385 New
NCM
1099
Nelson Capital Management
California
$107K – – –
NIMI
1100
Natixis Investment Managers International
France
$105K +$105K +1,353 New
42 43
44
45 46