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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.

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
1
BlackRock
New York
$3.5B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$773M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.98B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$403M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$131M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$939M
2
Prudential Financial
2
Prudential Financial
New Jersey
$86.8M
3
Capital World Investors
3
Capital World Investors
California
$402M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$197M
5
SP
5
Sarasin & Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ORIO
101
Old Republic International (ORI)
Illinois
$34.9M 425,095 – –
GLA
102
Great Lakes Advisors
Illinois
$33.1M 403,383 -9,205 -2%
GF
103
Gabelli Funds
New York
$31.8M 388,000 -2,000 -0.5%
HAI
104
Hennessy Advisors Inc
California
$31.1M 379,737 +5,500 +1%
US Bancorp
105
US Bancorp
Minnesota
$30.3M 369,203 -4,742 -1%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$29.2M 356,630 +13,172 +4%
SOMRS
107
State of Michigan Retirement System
Michigan
$29.2M 355,484 +4,500 +1%
ClearBridge Investments
108
ClearBridge Investments
New York
$29M 353,853 +10,865 +3%
AIA
109
Avalon Investment & Advisory
Texas
$28.9M 352,314 -142,441 -29%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$28.5M 348,017 -326 -0.1%
BC
111
Bruce & Co
Illinois
$28.5M 347,788 – –
O
112
OppenheimerFunds
New York
$28.4M 345,739 -663,727 -66%
MIP
113
Mondrian Investment Partners
United Kingdom
$28.3M 345,643 -189,689 -35%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$27.7M 338,181 +2,092 +0.6%
PCA
115
Personal Capital Advisors
California
$27.6M 334,301 +38,590 +13%
BC
116
Bartlett & Co
Ohio
$27.5M 335,344 +8,868 +3%
ACI
117
AMP Capital Investors
Australia
$26.6M 324,176 -2,793 -0.9%
ASRS
118
Arizona State Retirement System
Arizona
$26.3M 320,237 +3,100 +1%
Macquarie Group
119
Macquarie Group
Australia
$26.1M 317,747 -218,882 -41%
GFPC
120
Global Financial Private Capital
Florida
$25.6M 312,619 +312,619 New
BTS
121
BB&T Securities
Virginia
$25.6M 311,862 -1,549 -0.5%
AG
122
Aperio Group
California
$25.4M 309,268 +4,507 +1%
SC
123
Stralem & Co
New York
$25.3M 308,810 -7,700 -2%
American Century Companies
124
American Century Companies
Missouri
$24.9M 303,402 -40,296 -12%
ZP
125
Zimmer Partners
New York
$24.8M 301,900 -344,210 -53%
3 4
5
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