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Duke Energy
DUK

Overview Fund Activity

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.38B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$192M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$86.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
2
Prudential Financial
Prudential Financial
New Jersey
-$125M
3
Capital World Investors
Capital World Investors
California
-$111M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$96.5M
5
SP
Sarasin & Partners
United Kingdom
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1201
AUA Capital Management
Pennsylvania
$8K – – –
RCG
1202
Ruggie Capital Group
Florida
$8K +$8K +100 New
JWA
1203
JFS Wealth Advisors
Pennsylvania
$6K – – –
AUB
1204
Atlantic Union Bankshares
Virginia
$3.63K +$528 +6,437 +17%
SLF
1205
Sun Life Financial
Ontario, Canada
$3.45K +$866 +71 +33%
NYLT
1206
New York Life Trust
New York
$3K -$46.7K -654 -94%
TCA
1207
Tortoise Capital Advisors
Kansas
$3K – – –
SFG
1208
SevenBridge Financial Group
Pennsylvania
$3K – – –
SGAM
1209
Smith Group Asset Management
Texas
$3K – – –
CT
1210
Chicago Trust
Illinois
$1.78K -$198 -2,419 -10%
SP
1211
Sarasin & Partners
United Kingdom
– -$76.1M -980,587 Closed
Two Sigma Advisers
1212
Two Sigma Advisers
New York
– -$23.1M -298,164 Closed
BA
1213
BCM Advisors
Louisiana
– -$5.33M -68,630 Closed
Squarepoint
1214
Squarepoint
New York
– -$4.55M -58,675 Closed
Rafferty Asset Management
1215
Rafferty Asset Management
New York
– -$2.91M -37,538 Closed
N
1216
Natixis
France
– -$2.77M -35,654 Closed
Verition Fund Management
1217
Verition Fund Management
Connecticut
– -$2.72M -35,000 Closed
CPP
1218
Crow Point Partners
Massachusetts
– -$2.37M -30,514 Closed
FAB
1219
First American Bank
Illinois
– -$2.24M -28,862 Closed
Capital Fund Management (CFM)
1220
Capital Fund Management (CFM)
France
– -$2.19M -28,182 Closed
GAM
1221
Gotham Asset Management
New York
– -$2.14M -27,589 Closed
IA
1222
Icon Advisers
Colorado
– -$2.07M -26,600 Closed
BCM
1223
BlueCrest Capital Management
Jersey
– -$1.98M -25,469 Closed
VF
1224
Virtu Financial
New York
– -$1.87M -24,027 Closed
Marshall Wace
1225
Marshall Wace
United Kingdom
– -$1.73M -22,323 Closed
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