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Duke Energy
DUK

Overview Fund Activity

1,207 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 453 increasing their positions, 435 reducing their positions, and 62 closing their positions.

Holders
1,207
Holders Change
+59
Holders Change %
+5.14%
% of All Funds
30.22%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.5%
New
137
Increased
453
Reduced
435
Closed
62
Calls
$257M
Puts
$191M
Net Calls
+$66.1M
Net Calls Change
+$10.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M
2
Prudential Financial
2
Prudential Financial
New Jersey
$201M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.61B
4
Asset Management One
4
Asset Management One
Japan
$92.5M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$47.2M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$70.1M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.05B
3
Capital World Investors
3
Capital World Investors
California
$485M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.61B 46,552,427 +1,144,513 +3%
State Street
2
State Street
Massachusetts
$2.6B 33,468,331 +190,314 +0.6%
BIT
3
BlackRock Institutional Trust
California
$1.48B 19,115,634 +256,720 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.05B 13,572,410 -3,273,208 -19%
BFA
5
BlackRock Fund Advisors
California
$948M 12,208,437 -998,680 -8%
Franklin Resources
6
Franklin Resources
California
$794M 10,229,808 -178,168 -2%
Federated Hermes
7
Federated Hermes
Pennsylvania
$722M 9,305,481 -737,922 -7%
Northern Trust
8
Northern Trust
Illinois
$662M 8,531,235 -76,669 -0.9%
Invesco
9
Invesco
Georgia
$606M 7,800,995 +469,668 +6%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$549M 7,076,949 +295,836 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$510M 6,571,765 +293,957 +5%
Bank of America
12
Bank of America
North Carolina
$488M 6,287,469 +379,834 +6%
Capital World Investors
13
Capital World Investors
California
$485M 6,249,999 -2,505,000 -29%
BG
14
BlackRock Group
United Kingdom
$483M 6,218,557 +270,788 +5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$471M 6,070,662 -152,788 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$450M 5,803,304 -25,238 -0.4%
Deutsche Bank
17
Deutsche Bank
Germany
$415M 5,344,288 -79,592 -1%
Legal & General Group
18
Legal & General Group
United Kingdom
$354M 4,559,200 -55,732 -1%
EIP
19
Epoch Investment Partners
New York
$348M 4,482,770 -65,065 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$312M 4,019,765 +171,820 +4%
Morgan Stanley
21
Morgan Stanley
New York
$304M 3,922,758 +346,489 +10%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$295M 3,806,943 – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$292M 3,758,176 +2,191,756 +140%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$278M 3,577,333 -62,683 -2%
Renaissance Technologies
25
Renaissance Technologies
New York
$264M 3,396,267 +113,300 +3%
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