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Duke Energy
DUK

Overview Fund Activity

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
2
Citadel Advisors
Citadel Advisors
Florida
+$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$87.7M
2
ZP
Zimmer Partners
New York
-$73.4M
3
Morgan Stanley
Morgan Stanley
New York
-$66.1M
4
Goldman Sachs
Goldman Sachs
New York
-$61M
5
Renaissance Technologies
Renaissance Technologies
New York
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
176
SEI Investments
Pennsylvania
$15.8M +$1.48M +18,696 +10%
Nomura Asset Management
177
Nomura Asset Management
Japan
$15.8M +$151K +1,915 +1%
Creative Planning
178
Creative Planning
Kansas
$15.3M +$318K +4,017 +2%
WIC
179
Willis Investment Counsel
Georgia
$15.1M +$50K +632 +0.3%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$15.1M -$184K -2,329 -1%
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
$14.7M -$14.9M -188,176 -50%
JFL
182
Jarislowsky, Fraser Ltd
Quebec, Canada
$14.3M -$242K -3,065 -2%
WMSA
183
Weiss Multi-Strategy Advisers
New York
$14.2M +$2.08M +26,253 +17%
American Century Companies
184
American Century Companies
Missouri
$14.2M +$9.66M +122,125 +212%
CA
185
Cortland Advisers
Delaware
$14M -$998K -12,615 -7%
SHA
186
Shelter Harbor Advisors
Connecticut
$13.8M +$5.93M +75,000 +75%
UH
187
Unigestion Holding
Switzerland
$13.8M +$13.8M +174,816 New
TF
188
TIAA FSB
Florida
$13.8M -$241K -3,049 -2%
TPSF
189
Texas Permanent School Fund
Texas
$13.5M -$777K -9,828 -5%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$13.3M – – –
Natixis Advisors
191
Natixis Advisors
Massachusetts
$13.3M +$729K +9,216 +6%
SF
192
Synovus Financial
Georgia
$13.1M +$279K +3,516 +2%
Truist Financial
193
Truist Financial
North Carolina
$13M +$175K +2,210 +1%
BG
194
Bollard Group
Massachusetts
$12.9M +$263K +3,332 +2%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$12.6M -$1.47M -18,594 -10%
SCM
196
Symons Capital Management
Pennsylvania
$12.6M -$2.45M -30,972 -16%
Kayne Anderson Rudnick Investment Management
197
Kayne Anderson Rudnick Investment Management
California
$12.5M -$505K -6,380 -4%
TPCM
198
Tide Point Capital Management
Connecticut
$12.4M +$12.4M +156,659 New
MHC
199
Meyer Handelman Company
New York
$12.4M +$87K +1,100 +0.7%
HNB
200
Huntington National Bank
Ohio
$12.3M -$17K -215 -0.1%
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