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Duke Energy
DUK

Overview Fund Activity

1,336 hedge funds and large institutions have $32.2B invested in Duke Energy in 2018 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 490 increasing their positions, 553 reducing their positions, and 102 closing their positions.

Holders
1,336
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
30.66%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.5%
New
115
Increased
490
Reduced
553
Closed
102
Calls
$287M
Puts
$231M
Net Calls
+$55.7M
Net Calls Change
+$121M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$551M
2
Franklin Resources
2
Franklin Resources
California
$1.09B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.5B
4
Citadel Advisors
4
Citadel Advisors
Florida
$136M
5
LM
5
Luminus Management
Texas
$146M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$134M
2
Deutsche Bank
2
Deutsche Bank
Germany
$415M
3
Ameriprise
3
Ameriprise
Minnesota
$77M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$59.7M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.04B 52,120,701 +592,268 +1%
BlackRock
2
BlackRock
New York
$3.55B 45,802,921 +303,701 +0.7%
State Street
3
State Street
Massachusetts
$2.55B 32,966,556 -213,693 -0.6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.5B 19,423,147 +3,718,916 +24%
Franklin Resources
5
Franklin Resources
California
$1.09B 14,032,561 +3,933,094 +39%
Federated Hermes
6
Federated Hermes
Pennsylvania
$729M 9,413,724 -95,003 -1%
Northern Trust
7
Northern Trust
Illinois
$696M 8,987,615 -242,897 -3%
Invesco
8
Invesco
Georgia
$638M 8,229,296 +84,763 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$602M 7,785,350 +289,635 +4%
ZP
10
Zimmer Partners
New York
$551M 7,110,600 +6,426,400 +939%
Bank of America
11
Bank of America
North Carolina
$525M 6,781,190 -574,928 -8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$448M 5,785,474 +462,162 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$436M 5,625,080 +850,876 +18%
Deutsche Bank
14
Deutsche Bank
Germany
$415M 5,351,206 -1,076,598 -17%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$407M 5,253,838 -92,700 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$383M 4,941,556 -68,532 -1%
Capital World Investors
17
Capital World Investors
California
$380M 4,899,999 – –
Renaissance Technologies
18
Renaissance Technologies
New York
$370M 4,780,917 +478,900 +11%
EIP
19
Epoch Investment Partners
New York
$357M 4,607,380 -185,030 -4%
Goldman Sachs
20
Goldman Sachs
New York
$355M 4,582,422 -18,794 -0.4%
Capital Research Global Investors
21
Capital Research Global Investors
California
$332M 4,281,600 -217,951 -5%
Morgan Stanley
22
Morgan Stanley
New York
$323M 4,169,000 +284,525 +7%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$295M 3,806,943 – –
Wells Fargo
24
Wells Fargo
California
$284M 3,667,525 +114,386 +3%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$278M 3,594,482 -134,571 -4%
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