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Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$9.77M -$249K -2,735 -2%
GFPC
252
Global Financial Private Capital
Florida
$9.75M -$1.02M -11,140 -9%
SG Americas Securities
253
SG Americas Securities
New York
$9.73M -$32.7M -358,880 -77%
WWM
254
Western Wealth Management
Colorado
$9.58M +$9.05M +98,734 +1,712%
HIMCH
255
Hartford Investment Management Co (HIMCO)
Connecticut
$9.56M -$164K -1,796 -2%
MSA
256
Mason Street Advisors
Wisconsin
$9.49M +$19.5K +214 +0.2%
DADC
257
D.A. Davidson & Co
Montana
$9.23M +$956K +10,479 +12%
FNBT
258
FineMark National Bank & Trust
Florida
$9.2M +$3.1K +34 +0%
GWM
259
Geneos Wealth Management
Colorado
$9.14M +$416K +4,578 +5%
ELC
260
Edgar Lomax Company
Virginia
$9.01M +$63.8K +700 +0.7%
RFM
261
Royal Fund Management
Florida
$8.97M +$111K +1,213 +1%
MOACM
262
Mutual of America Capital Management
New York
$8.95M +$56.5K +620 +0.6%
SCM
263
Symons Capital Management
Pennsylvania
$8.9M -$1.33M -14,552 -13%
RIM
264
Redpoint Investment Management
Australia
$8.89M +$3.3M +36,144 +59%
VFA
265
Voya Financial Advisors
Connecticut
$8.86M +$127K +1,402 +1%
SDIC
266
South Dakota Investment Council
South Dakota
$8.84M -$1.89M -20,760 -18%
Wolverine Trading
267
Wolverine Trading
Illinois
$8.67M +$8.67M +95,459 New
SAM
268
Securian Asset Management
Minnesota
$8.46M -$352K -3,863 -4%
DAM
269
Delta Asset Management
Tennessee
$8.36M +$138K +1,511 +2%
KeyBank National Association
270
KeyBank National Association
Ohio
$8.34M +$15.5K +170 +0.2%
MCM
271
Maryland Capital Management
Maryland
$8.12M +$247K +2,704 +3%
OC
272
Oppenheimer & Co
New York
$8.11M +$75.5K +828 +0.9%
PFP
273
Pinnacle Financial Partners
Tennessee
$8.06M +$55.4K +607 +0.7%
VIP
274
Vantage Investment Partners
Missouri
$8.03M +$13.5K +148 +0.2%
GC
275
Gratus Capital
Georgia
$7.95M +$43.8K +480 +0.6%
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