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Duke Energy
DUK

Overview Fund Activity

1,218 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 474 increasing their positions, 448 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
30.41%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
65
Increased
474
Reduced
448
Closed
56
Calls
$252M
Puts
$284M
Net Calls
-$31.6M
Net Calls Change
-$103M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$794M
2
BlackRock
BlackRock
New York
$3.78B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.18B
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.27B
5
HSBC Holdings
HSBC Holdings
United Kingdom
$90.5M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$73M
2
WRF
Waddell & Reed Financial
Kansas
$13.8M
3
UIM
USS Investment Management
United Kingdom
$0
4
PI
PGGM Investments
Netherlands
$35.2M
5
Citadel Advisors
Citadel Advisors
Florida
$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
1251
Capital International Sarl
California
– -$385K -4,600 Closed
GCP
1252
GSA Capital Partners
United Kingdom
– -$327K -3,917 Closed
CC
1253
Cannell & Co
New York
– -$324K -3,878 Closed
TC
1254
Telemus Capital
Michigan
– -$277K -3,315 Closed
CL
1255
CPWM LLC
Washington
– -$273K -3,265 Closed
BWFM
1256
Bridgewater Wealth & Financial Management
Maryland
– -$267K -3,193 Closed
MYLI
1257
Meiji Yasuda Life Insurance
Japan
– -$267K -3,190 Closed
DE
1258
Day & Ennis
Georgia
– -$255K -3,055 Closed
AI
1259
Accredited Investors
Minnesota
– -$235K -2,806 Closed
WA
1260
WESPAC Advisors
California
– -$234K -2,796 Closed
MPI
1261
Mairs & Power Inc
Minnesota
– -$226K -2,704 Closed
PHAM
1262
Palisades Hudson Asset Management
Florida
– -$220K -2,628 Closed
LBC
1263
Lowe Brockenbrough & Co
Virginia
– -$216K -2,589 Closed
BP
1264
Ballentine Partners
Massachusetts
– -$206K -2,480 Closed
HAIM
1265
Hunter Associates Investment Management
Pennsylvania
– -$205K -2,453 Closed
PIM
1266
Penobscot Investment Management
Massachusetts
– -$204K -2,438 Closed
WHG
1267
Westwood Holdings Group
Texas
– -$181K -2,169 Closed
MBT
1268
Monroe Bank & Trust
Michigan
– -$148K -1,766 Closed
PFO
1269
Pathstone Family Office
New Jersey
– -$99K -1,183 Closed
FC
1270
Ferris Capital
Massachusetts
– -$60K -723 Closed
AIM
1271
Acrospire Investment Management
Illinois
– -$33K -400 Closed
RFWA
1272
RPg Family Wealth Advisory
Massachusetts
– -$29.5K -353 Closed
RI
1273
Redwood Investments
Massachusetts
– -$26K -312 Closed
SAM
1274
Solaris Asset Management
New York
– -$8K -90 Closed
IUHSA
1275
Itau Unibanco Holding S.A.
Brazil
– -$2K -20 Closed
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