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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 %
Schroder Investment Management Group
276
Schroder Investment Management Group
United Kingdom
$7.88M -$6.46M -70,845 -45%
WF
277
Welch & Forbes
Massachusetts
$7.85M +$72.4K +794 +0.9%
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$7.77M +$3.26M +35,730 +72%
RFC
279
Regions Financial Corp
Alabama
$7.77M +$127K +1,392 +2%
ACM
280
AlphaCrest Capital Management
New York
$7.65M +$3.99M +43,692 +109%
PSP
281
Principal Street Partners
Tennessee
$7.65M +$252K +2,760 +3%
SC
282
SouthState Corp
Florida
$7.64M -$12.6K -138 -0.2%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$7.61M +$244K +2,674 +3%
MML Investors Services
284
MML Investors Services
Massachusetts
$7.5M +$399K +4,377 +6%
WIC
285
Woodmont Investment Counsel
Tennessee
$7.43M +$1.6M +17,501 +27%
I
286
IberiaBank
Louisiana
$7.37M -$133K -1,461 -2%
MNBTD
287
Moody National Bank Trust Division
Texas
$7.3M +$67.9K +744 +0.9%
CWG
288
Cornerstone Wealth Group
North Carolina
$7.14M -$196K -2,151 -3%
MAM
289
Madison Asset Management
Wisconsin
$7.01M +$7.01M +76,879 New
FPB
290
First PREMIER Bank
South Dakota
$7M -$65.9K -723 -0.9%
Skandinaviska Enskilda Banken (SEB)
291
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.95M +$201K +2,200 +3%
NAM
292
Nissay Asset Management
Japan
$6.94M -$129K -1,410 -2%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$6.87M +$167K +1,835 +2%
II
294
IFM Investors
Australia
$6.84M -$296K -3,240 -4%
ECM
295
Estabrook Capital Management
New York
$6.81M -$94.3K -1,034 -1%
PP
296
Patten & Patten
Tennessee
$6.74M +$33K +362 +0.5%
TCM
297
Tufton Capital Management
Maryland
$6.74M -$6.57K -72 -0.1%
B
298
BP
United Kingdom
$6.72M – – –
O
299
Ossiam
France
$6.71M -$2.55M -28,002 -28%
ACM
300
Azimuth Capital Management
Michigan
$6.67M -$35.2K -386 -0.5%
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