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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
251
BOK Financial
Oklahoma
$9.18M -$185K -2,052 -2%
SEC
252
Seven Eight Capital
New York
$9.11M +$9.11M +101,200 New
ELC
253
Edgar Lomax Company
Virginia
$9.08M -$85.5K -950 -0.9%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$9.07M +$9.07M +100,746 New
SS
255
Simplicity Solutions
Minnesota
$8.95M +$1.11M +12,349 +14%
ESCM
256
Echo Street Capital Management
New York
$8.75M +$8.75M +97,200 New
MOACM
257
Mutual of America Capital Management
New York
$8.74M +$345K +3,833 +4%
CWM
258
CIBC World Markets
New York
$8.66M -$12.7M -140,622 -59%
GWM
259
Geneos Wealth Management
Colorado
$8.65M -$359K -3,986 -4%
FNBT
260
FineMark National Bank & Trust
Florida
$8.64M +$102K +1,138 +1%
DADC
261
D.A. Davidson & Co
Montana
$8.64M +$42.1K +471 +0.5%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$8.63M +$78.8K +876 +0.9%
KeyBank National Association
263
KeyBank National Association
Ohio
$8.42M +$464K +5,151 +6%
ProShare Advisors
264
ProShare Advisors
Maryland
$8.36M -$225K -2,505 -3%
O
265
Ossiam
France
$8.33M +$282K +3,138 +4%
American Century Companies
266
American Century Companies
Missouri
$8.33M -$3.41M -37,884 -29%
CAMG
267
CWA Asset Management Group
Florida
$8.23M +$650K +7,226 +9%
AB
268
Amalgamated Bank
New York
$8.2M +$282K +3,137 +4%
VFA
269
Voya Financial Advisors
Connecticut
$8.18M +$345K +3,864 +4%
ACM
270
Aviance Capital Management
Florida
$8.12M -$1.99M -22,126 -20%
RFC
271
Regions Financial Corp
Alabama
$8.12M +$99K +1,100 +1%
WF
272
Welch & Forbes
Massachusetts
$8.09M -$1.14M -12,621 -12%
DAM
273
Delta Asset Management
Tennessee
$7.98M -$381K -4,230 -5%
TAM
274
Tyers Asset Management
Texas
$7.92M -$645K -7,172 -8%
N
275
Natixis
France
$7.88M +$7.88M +88,182 New
9 10
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