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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$939M
2
Prudential Financial
Prudential Financial
New Jersey
$86.8M
3
Capital World Investors
Capital World Investors
California
$402M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$197M
5
SP
Sarasin & Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
1226
Clarkston Capital Partners
Michigan
– -$1.57M -20,267 Closed
IAA
1227
Ironsides Asset Advisors
North Carolina
– -$1.56M -20,107 Closed
AL
1228
AJO LP
Pennsylvania
– -$1.47M -18,996 Closed
TIP
1229
Torray Investment Partners
Maryland
– -$1.02M -13,116 Closed
HAM
1230
Highstreet Asset Management
Ontario, Canada
– -$901K -11,608 Closed
Jennison Associates
1231
Jennison Associates
New York
– -$865K -11,145 Closed
HSA
1232
HBK Sorce Advisory
Pennsylvania
– -$721K -9,292 Closed
MAM
1233
Martingale Asset Management
Massachusetts
– -$563K -7,249 Closed
HI
1234
Horizon Investments
North Carolina
– -$509K -6,561 Closed
BFM
1235
Boothbay Fund Management
New York
– -$470 -6,061 Closed
Fisher Asset Management
1236
Fisher Asset Management
Washington
– -$404K -5,200 Closed
PI
1237
PineBridge Investments
New York
– -$389K -5,021 Closed
AMM
1238
American Money Management
California
– -$368K -4,740 Closed
EA
1239
Efficient Advisors
Ohio
– -$365K -4,698 Closed
SAM
1240
SignalPoint Asset Management
Missouri
– -$327K -4,213 Closed
PIA
1241
Peachtree Investment Advisors
Georgia
– -$326K -4,197 Closed
ACP
1242
Aveo Capital Partners
Colorado
– -$287K -3,692 Closed
CCM
1243
Crossvault Capital Management
Texas
– -$282K -3,633 Closed
ALIONA
1244
Allianz Life Insurance of North America
Minnesota
– -$272K -3,501 Closed
Voloridge Investment Management
1245
Voloridge Investment Management
Florida
– -$272K -3,499 Closed
NI
1246
Numeric Investors
Massachusetts
– -$264K -3,400 Closed
AZA
1247
Arthur Zaske & Associates
Michigan
– -$259K -3,333 Closed
RFCA
1248
R&F Capital Advisors
New York
– -$258K -3,318 Closed
BA
1249
BKS Advisors
Michigan
– -$252K -3,252 Closed
ABTD
1250
Arvest Bank Trust Division
Oklahoma
– -$248K -3,196 Closed
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