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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.

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

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$13.8M
2
UIM
2
USS Investment Management
United Kingdom
$0
3
PI
3
PGGM Investments
Netherlands
$35.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$67.3M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$729M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.27B 50,892,365 +849,124 +2%
BlackRock
2
BlackRock
New York
$3.78B 45,074,616 +1,859,102 +4%
State Street
3
State Street
Massachusetts
$2.8B 33,348,705 +42,372 +0.1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.18B 14,111,260 +1,445,492 +11%
Franklin Resources
5
Franklin Resources
California
$858M 10,225,831 +12,820 +0.1%
Federated Hermes
6
Federated Hermes
Pennsylvania
$798M 9,503,242 +29,395 +0.3%
Bank of America
7
Bank of America
North Carolina
$794M 9,460,546 +3,157,710 +50%
Northern Trust
8
Northern Trust
Illinois
$789M 9,406,990 +343,367 +4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$729M 8,683,610 -468,687 -5%
Invesco
10
Invesco
Georgia
$700M 8,339,335 -89,345 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$614M 7,329,743 +164,710 +2%
Deutsche Bank
12
Deutsche Bank
Germany
$533M 6,349,224 -25,426 -0.4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$504M 6,005,195 -11,158 -0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$453M 5,395,487 -41,350 -0.8%
Legal & General Group
15
Legal & General Group
United Kingdom
$423M 5,039,085 +164,381 +3%
Capital World Investors
16
Capital World Investors
California
$411M 4,899,999 – –
EIP
17
Epoch Investment Partners
New York
$401M 4,782,223 -91,011 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$401M 4,779,998 +172,492 +4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$379M 4,511,793 -274,981 -6%
Morgan Stanley
20
Morgan Stanley
New York
$371M 4,416,655 +184,149 +4%
Goldman Sachs
21
Goldman Sachs
New York
$354M 4,221,351 +121,549 +3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$335M 3,981,642 -424,071 -10%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$319M 3,806,943 – –
Wells Fargo
24
Wells Fargo
California
$287M 3,424,387 +113,259 +3%
Swiss National Bank
25
Swiss National Bank
Switzerland
$272M 3,239,991 +28,500 +0.9%
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