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Duke Energy
DUK

Overview Fund Activity

1,336 hedge funds and large institutions have $32.2B invested in Duke Energy in 2018 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 490 increasing their positions, 553 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
30.66%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.5%
New
115
Increased
490
Reduced
553
Closed
102
Calls
$287M
Puts
$231M
Net Calls
+$55.7M
Net Calls Change
+$121M

Top Buyers

1
ZP
Zimmer Partners
New York
$551M
2
Franklin Resources
Franklin Resources
California
$1.09B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.5B
4
Citadel Advisors
Citadel Advisors
Florida
$136M
5
LM
Luminus Management
Texas
$146M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$134M
2
Deutsche Bank
Deutsche Bank
Germany
$415M
3
Ameriprise
Ameriprise
Minnesota
$77M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$59.7M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
101
Personal Capital Advisors
California
$34.2M +$4.31M +55,667 +14%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$31.5M +$5.92M +76,496 +23%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M -$67.3M -868,700 -68%
AG
104
Aperio Group
California
$31.2M +$2.41M +31,116 +8%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$30.9M +$30.9M +398,537 New
Neuberger Berman Group
106
Neuberger Berman Group
New York
$30.6M +$4.15M +53,453 +16%
US Bancorp
107
US Bancorp
Minnesota
$30.6M +$3.56M +46,012 +13%
Jennison Associates
108
Jennison Associates
New York
$30.3M +$30.3M +391,524 New
GF
109
Gabelli Funds
New York
$29.6M -$77.5K -1,000 -0.3%
FRAF
110
Första AP-fonden
Sweden
$29.4M +$22.6M +292,200 +332%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$29M -$4.69M -60,570 -14%
BTS
112
BB&T Securities
Virginia
$28.9M -$1.45M -18,677 -5%
CIM
113
Castleton Investment Management
Connecticut
$28.8M +$28.8M +371,294 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$28.5M -$2.26M -29,225 -7%
ClearBridge Investments
115
ClearBridge Investments
New York
$28.2M +$469K +6,055 +2%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$28.1M -$867K -11,189 -3%
HAI
117
Hennessy Advisors Inc
California
$27.9M -$4.96M -64,000 -15%
Aviva
118
Aviva
United Kingdom
$27.7M -$2.71M -34,917 -9%
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$27.4M +$340K +4,387 +1%
BC
120
Bartlett & Co
Ohio
$27.2M +$164K +2,122 +0.6%
BCWM
121
Bartlett & Co Wealth Management
Ohio
$27.2M +$27.2M +351,188 New
BC
122
Bruce & Co
Illinois
$26.9M – – –
Aberdeen Group
123
Aberdeen Group
United Kingdom
$26.5M +$2.33M +30,023 +10%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$25.9M -$366K -4,727 -1%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$25.7M +$2.6M +33,530 +11%
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5
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