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Duke Energy
DUK

Overview Fund Activity

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$362M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.32B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$140M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$122M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.33B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$378M
2
Bank of America
2
Bank of America
North Carolina
$619M
3
Capital International Investors
3
Capital International Investors
California
$96.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$314M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$450M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B 51,528,433 +636,068 +1%
BlackRock
2
BlackRock
New York
$3.83B 45,499,220 +424,604 +0.9%
State Street
3
State Street
Massachusetts
$2.79B 33,180,249 -168,456 -0.5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.32B 15,704,231 +1,592,971 +11%
Franklin Resources
5
Franklin Resources
California
$849M 10,099,467 -126,364 -1%
Federated Hermes
6
Federated Hermes
Pennsylvania
$800M 9,508,727 +5,485 +0.1%
Northern Trust
7
Northern Trust
Illinois
$776M 9,230,512 -176,478 -2%
Invesco
8
Invesco
Georgia
$685M 8,144,533 -194,802 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$629M 7,495,715 +165,972 +2%
Bank of America
10
Bank of America
North Carolina
$619M 7,356,118 -2,104,428 -22%
Deutsche Bank
11
Deutsche Bank
Germany
$541M 6,427,804 +78,580 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$450M 5,346,538 -658,657 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$448M 5,323,312 -72,175 -1%
Legal & General Group
14
Legal & General Group
United Kingdom
$421M 5,010,088 -28,997 -0.6%
Capital World Investors
15
Capital World Investors
California
$412M 4,899,999 – –
EIP
16
Epoch Investment Partners
New York
$403M 4,792,410 +10,187 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$402M 4,774,204 -5,794 -0.1%
Goldman Sachs
18
Goldman Sachs
New York
$387M 4,601,216 +379,865 +9%
Capital Research Global Investors
19
Capital Research Global Investors
California
$378M 4,499,551 -4,184,059 -48%
Renaissance Technologies
20
Renaissance Technologies
New York
$362M 4,302,017 +1,760,350 +69%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$337M 4,004,102 +22,460 +0.6%
Morgan Stanley
22
Morgan Stanley
New York
$327M 3,884,475 -532,180 -12%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$320M 3,806,943 – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$314M 3,729,053 -782,740 -17%
Wells Fargo
25
Wells Fargo
California
$299M 3,553,139 +128,752 +4%
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