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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
$1.06B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.18B
4
Deutsche Bank
Deutsche Bank
Germany
$533M
5
Barclays
Barclays
United Kingdom
$111M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$765M
2
SAC
Smith Affiliated Capital
New York
$72.7M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$63.5M
4
Morgan Stanley
Morgan Stanley
New York
$354M
5
State Street
State Street
Massachusetts
$2.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
1201
West Oak Capital
California
$12.5K – – –
MFBTD
1202
MB Financial Bank - Trust Department
Illinois
$11K – – –
LA
1203
Legacy Advisors
Pennsylvania
$11K – – –
WCM
1204
Wealthcare Capital Management
Virginia
$10K – – –
MIM
1205
Macroview Investment Management
Maryland
$8K – – –
ACM
1206
AUA Capital Management
Pennsylvania
$8K – – –
PA
1207
Perennial Advisors
New York
$8K – – –
SA
1208
SRH Advisors
Kansas
$8K – – –
SAM
1209
Solaris Asset Management
New York
$8K +$8K +90 New
NIC
1210
Northwest Investment Counselors
Oregon
$8K +$8K +100 New
ECM
1211
Exchange Capital Management
Michigan
$5K -$20.1K -241 -80%
ACM
1212
Aviance Capital Management
Florida
$4K +$4K +48 New
AUB
1213
Atlantic Union Bankshares
Virginia
$3.8K +$105 +1,254 +3%
TCA
1214
Tortoise Capital Advisors
Kansas
$3K – – –
SFG
1215
SevenBridge Financial Group
Pennsylvania
$3K – – –
SGAM
1216
Smith Group Asset Management
Texas
$3K – – –
MUS
1217
Mitsubishi UFJ Securities
Japan
$2K -$85K -850 -98%
IUHSA
1218
Itau Unibanco Holding S.A.
Brazil
$2K +$2K +20 New
CT
1219
Chicago Trust
Illinois
$1.75K -$65 -773 -4%
FAM
1220
Flaharty Asset Management
Florida
$260 -$263K -3,040 -100%
IWM
1221
IHT Wealth Management
Illinois
$59 +$33 +2,546 +131%
Cohen & Steers
1222
Cohen & Steers
New York
– -$18.4M -224,624 Closed
HI
1223
Honeywell International
North Carolina
– -$10.7M -130,000 Closed
QIM
1224
Quantitative Investment Management
Virginia
– -$8.23M -100,300 Closed
AC
1225
Allstate Corporation
Illinois
– -$4.01M -48,858 Closed
47 48
49
50 51