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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
251
Mutual of America Capital Management
New York
$9.34M +$15.5K +162 +0.2%
RFM
252
Royal Fund Management
Florida
$9.31M +$80.3K +838 +0.9%
SAM
253
Securian Asset Management
Minnesota
$9.26M -$404K -4,218 -4%
GHCM
254
Glen Harbor Capital Management
California
$9.26M +$2.22M +23,152 +32%
VFA
255
Voya Financial Advisors
Connecticut
$9.26M +$183K +1,903 +2%
GWM
256
Geneos Wealth Management
Colorado
$9.23M +$18.4K +191 +0.2%
CC
257
Cipher Capital
New York
$9.15M +$9.15M +95,489 New
FWIA
258
Fort Washington Investment Advisors
Ohio
$9.12M +$2.34M +24,370 +34%
KeyBank National Association
259
KeyBank National Association
Ohio
$8.75M +$20.3K +212 +0.2%
DADC
260
D.A. Davidson & Co
Montana
$8.7M -$218K -2,272 -2%
Nomura Holdings
261
Nomura Holdings
Japan
$8.68M -$22.3M -231,800 -72%
DAM
262
Delta Asset Management
Tennessee
$8.64M +$146K +1,526 +2%
CGM
263
Centenus Global Management
New York
$8.63M -$1.44M -15,000 -14%
PAG
264
Private Advisor Group
New Jersey
$8.59M -$4.46M -46,744 -34%
OC
265
Oppenheimer & Co
New York
$8.45M +$209K +2,185 +3%
VIP
266
Vantage Investment Partners
Missouri
$8.43M +$2.59K +27 +0%
PFP
267
Pinnacle Financial Partners
Tennessee
$8.41M +$442K +4,606 +6%
GC
268
Gratus Capital
Georgia
$8.31M +$82.1K +856 +1%
MCM
269
Maryland Capital Management
Maryland
$8.28M +$99.9K +1,042 +1%
WF
270
Welch & Forbes
Massachusetts
$8.17M -$201K -2,101 -2%
SC
271
SouthState Corp
Florida
$8.04M -$546K -5,693 -6%
RFC
272
Regions Financial Corp
Alabama
$8.03M -$639K -6,668 -7%
CWM
273
CIBC World Markets
New York
$7.95M -$5.6M -58,442 -41%
DZ Bank
274
DZ Bank
Germany
$7.95M +$4M +41,635 +101%
I
275
IberiaBank
Louisiana
$7.89M -$19.5K -203 -0.2%
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