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Duke Energy
DUK

Overview Fund Activity

1,218 hedge funds and large institutions have $33B invested in Duke Energy in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 467 increasing their positions, 466 reducing their positions, and 48 closing their positions.

Holders
1,218
Holders Change
+8
Holders Change %
+0.66%
% of All Funds
30.41%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
68
Increased
467
Reduced
466
Closed
48
Calls
$327M
Puts
$256M
Net Calls
+$71.2M
Net Calls Change
-$15.2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$368M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.18B
4
Deutsche Bank
4
Deutsche Bank
Germany
$533M
5
Barclays
5
Barclays
United Kingdom
$111M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$765M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$63.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
State Street
4
State Street
Massachusetts
$2.78B
5
UBS Group
5
UBS Group
Switzerland
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.18B 50,043,241 +1,572,216 +3%
BlackRock
2
BlackRock
New York
$3.61B 43,215,514 +506,596 +1%
State Street
3
State Street
Massachusetts
$2.78B 33,306,333 -613,098 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.06B 12,665,768 +3,243,705 +34%
Franklin Resources
5
Franklin Resources
California
$854M 10,213,011 -9,751 -0.1%
Federated Hermes
6
Federated Hermes
Pennsylvania
$792M 9,473,847 +141,551 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$765M 9,152,297 -2,295,500 -20%
Northern Trust
8
Northern Trust
Illinois
$758M 9,063,623 +84,730 +0.9%
Invesco
9
Invesco
Georgia
$705M 8,428,680 +25,274 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$598M 7,165,033 +26,249 +0.4%
Deutsche Bank
11
Deutsche Bank
Germany
$533M 6,374,650 +980,055 +18%
Bank of America
12
Bank of America
North Carolina
$527M 6,302,836 +54,870 +0.9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$503M 6,016,353 -140,539 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$454M 5,436,837 -348,121 -6%
Capital World Investors
15
Capital World Investors
California
$410M 4,899,999 – –
Legal & General Group
16
Legal & General Group
United Kingdom
$408M 4,874,704 +147,323 +3%
EIP
17
Epoch Investment Partners
New York
$407M 4,873,234 -352,682 -7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$400M 4,786,774 -122,810 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$385M 4,607,506 +226,713 +5%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$368M 4,405,713 +2,301,272 +109%
Morgan Stanley
21
Morgan Stanley
New York
$354M 4,232,506 -676,708 -14%
Goldman Sachs
22
Goldman Sachs
New York
$343M 4,099,802 +586,167 +17%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$318M 3,806,943 – –
Wells Fargo
24
Wells Fargo
California
$277M 3,311,128 -329,276 -9%
Swiss National Bank
25
Swiss National Bank
Switzerland
$268M 3,211,491 +117,800 +4%
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