DUK icon

Duke Energy
DUK

Overview Fund Activity

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$362M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.32B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$140M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$122M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.33B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$378M
2
Bank of America
2
Bank of America
North Carolina
$619M
3
Capital International Investors
3
Capital International Investors
California
$96.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$314M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$33M +$33M +391,837 New
BTS
102
BB&T Securities
Virginia
$32.9M -$1.21M -14,340 -4%
PCA
103
Personal Capital Advisors
California
$32.4M +$1.84M +21,898 +6%
GF
104
Gabelli Funds
New York
$32.2M – – –
Victory Capital Management
105
Victory Capital Management
Texas
$31.7M -$41K -487 -0.1%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$31.5M +$826K +9,822 +3%
AG
107
Aperio Group
California
$31.3M +$2.19M +26,009 +8%
AAF
108
Andra AP-fonden
Sweden
$30.5M +$435K +5,176 +1%
O
109
OppenheimerFunds
New York
$30.3M +$27M +320,594 +798%
ClearBridge Investments
110
ClearBridge Investments
New York
$30.1M -$391K -4,652 -1%
CC
111
Carlson Capital
Texas
$29.5M +$29.5M +350,832 New
BC
112
Bartlett & Co
Ohio
$29.4M -$234K -2,785 -0.8%
JPMPWA
113
J.P. Morgan Private Wealth Advisors
California
$29.3M +$791K +9,404 +3%
US Bancorp
114
US Bancorp
Minnesota
$29.3M +$43.7K +519 +0.1%
BC
115
Bruce & Co
Illinois
$29.3M – – –
LM
116
Luminus Management
Texas
$29.2M +$29.2M +346,725 New
Neuberger Berman Group
117
Neuberger Berman Group
New York
$28.7M +$23.9M +284,714 +504%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$28.5M -$31.7K -377 -0.1%
Korea Investment Corp
119
Korea Investment Corp
South Korea
$27.9M +$1.84M +21,917 +7%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$27.8M +$3.14M +37,301 +13%
GFPC
121
Global Financial Private Capital
Florida
$27.6M +$133K +1,583 +0.5%
M&T Bank
122
M&T Bank
New York
$26.9M +$161K +1,918 +0.6%
AIA
123
Avalon Investment & Advisory
Texas
$26.7M -$2.73M -32,502 -9%
Aberdeen Group
124
Aberdeen Group
United Kingdom
$26.3M +$439K +5,217 +2%
LPL Financial
125
LPL Financial
California
$26.1M +$4.94M +58,786 +23%
3 4
5
6 7