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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 %
GAM
1126
Gemmer Asset Management
California
$62K – – –
WIM
1127
Westside Investment Management
California
$60.2K +$60.2K +781 New
CFS
1128
Commonwealth Financial Services
West Virginia
$60K -$13.3K -173 -18%
MWM
1129
MinichMacGregor Wealth Management
New York
$60K – – –
VC
1130
Vestor Capital
Illinois
$59K – – –
LWM
1131
Lenox Wealth Management
Ohio
$59K +$32.3K +416 +121%
PFBT
1132
Parkside Financial Bank & Trust
Missouri
$58K -$25.1K -325 -30%
OFS
1133
Orrstown Financial Services
Pennsylvania
$54K – – –
NYLT
1134
New York Life Trust
New York
$54K +$41.4K +533 +327%
GEA
1135
Glen Eagle Advisors
New Jersey
$53K +$53K +683 New
FMTCOCP
1136
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51.9K +$51.9K +668 New
AC
1137
Alexandria Capital
Virginia
$47K -$15.4K -199 -25%
SIM
1138
Sonora Investment Management
Arizona
$45.4K – – –
RFWA
1139
RPg Family Wealth Advisory
Massachusetts
$45.1K -$5.05K -65 -10%
HWP
1140
Hefty Wealth Partners
Indiana
$44K – – –
PFGIA
1141
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$42K +537 New
TWMP
1142
Taylor Wealth Management Partners
Massachusetts
$41K – – –
AIS
1143
Accurate Investment Solutions
Pennsylvania
$41K +$2.95K +38 +8%
MBT
1144
Montecito Bank & Trust
California
$41K +$41K +526 New
TDC
1145
Thompson Davis & Co
Virginia
$39K -$1.38K -18 -3%
FWM
1146
Focused Wealth Management
New York
$37K – – –
BWA
1147
Burt Wealth Advisors
Maryland
$37K +$1.16K +15 +3%
CFA
1148
Camarda Financial Advisors
Florida
$36K – – –
AWMS
1149
Advocacy Wealth Management Services
Georgia
$36K – – –
Lazard Asset Management
1150
Lazard Asset Management
New York
$33K +$7.5K +98 +29%
44 45
46
47 48