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Duke Energy
DUK

Overview Fund Activity

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$311M
2
Citadel Advisors
2
Citadel Advisors
Florida
$250M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$365M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$491M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$84.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$251M
2
ZP
2
Zimmer Partners
New York
$489M
3
Morgan Stanley
3
Morgan Stanley
New York
$264M
4
Goldman Sachs
4
Goldman Sachs
New York
$301M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.18B 52,895,041 +774,340 +1%
BlackRock
2
BlackRock
New York
$3.64B 45,977,809 +174,888 +0.4%
State Street
3
State Street
Massachusetts
$2.58B 32,686,771 -279,785 -0.8%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.56B 19,740,982 +317,835 +2%
Franklin Resources
5
Franklin Resources
California
$1.1B 13,959,148 -73,413 -0.5%
Federated Hermes
6
Federated Hermes
Pennsylvania
$739M 9,349,881 -63,843 -0.7%
Northern Trust
7
Northern Trust
Illinois
$701M 8,867,578 -120,037 -1%
Invesco
8
Invesco
Georgia
$659M 8,327,952 +98,656 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$617M 7,818,549 +33,199 +0.4%
Bank of America
10
Bank of America
North Carolina
$555M 7,014,502 +233,312 +3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$491M 6,205,008 +951,170 +18%
ZP
12
Zimmer Partners
New York
$489M 6,181,900 -928,700 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$455M 5,759,304 -26,170 -0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$447M 5,652,763 +27,683 +0.5%
Deutsche Bank
15
Deutsche Bank
Germany
$409M 5,166,718 -184,488 -3%
Legal & General Group
16
Legal & General Group
United Kingdom
$398M 5,037,516 +95,960 +2%
Capital World Investors
17
Capital World Investors
California
$387M 4,899,999 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$365M 4,618,128 +1,023,646 +28%
Renaissance Technologies
19
Renaissance Technologies
New York
$322M 4,070,567 -710,350 -15%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$311M 3,930,902 +2,197,503 +127%
Goldman Sachs
21
Goldman Sachs
New York
$301M 3,810,810 -771,612 -17%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$301M 3,806,943 – –
Wells Fargo
23
Wells Fargo
California
$287M 3,634,777 -32,748 -0.9%
UBS AM
24
UBS AM
Illinois
$271M 3,430,357 -34,767 -1%
Morgan Stanley
25
Morgan Stanley
New York
$264M 3,332,682 -836,318 -20%
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