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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 %
CCM
351
Cullen Capital Management
New York
$5.25M +$1.53M +16,815 +41%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$5.13M – – –
MIM
353
Marco Investment Management
Georgia
$5.12M -$223K -2,450 -4%
VFM
354
Viking Fund Management
North Dakota
$5.11M – – –
PA
355
Profund Advisors
Maryland
$5.09M -$181K -1,983 -3%
AOWM
356
Alpha Omega Wealth Management
Virginia
$5.06M +$69.7K +764 +1%
FNBOO
357
First National Bank of Omaha
Nebraska
$5.05M +$107K +1,178 +2%
SWP
358
Stratos Wealth Partners
Ohio
$5.02M +$210K +2,308 +4%
CAN
359
Cetera Advisor Networks
California
$5.01M +$203K +2,225 +4%
TF
360
Tompkins Financial
New York
$5M +$284K +3,115 +6%
EARNEST Partners
361
EARNEST Partners
Georgia
$4.85M -$144K -1,584 -3%
WAM
362
World Asset Management
Michigan
$4.84M +$94K +1,031 +2%
AMIM
363
Aull & Monroe Investment Management
Alabama
$4.83M -$6.66K -73 -0.1%
DIA
364
Dean Investment Associates
Ohio
$4.75M +$2.25M +24,684 +90%
DnB Asset Management
365
DnB Asset Management
Norway
$4.72M +$1.05M +11,500 +29%
SS
366
Simplicity Solutions
Minnesota
$4.72M +$987K +10,817 +26%
CIA
367
Capital Investment Advisors
Georgia
$4.68M -$88.7K -972 -2%
MC
368
Moors & Cabot
Massachusetts
$4.67M +$192K +2,103 +4%
CA
369
Cornerstone Advisors
North Carolina
$4.65M +$4.65M +51,000 New
AIM
370
Anchor Investment Management
South Carolina
$4.63M -$77K -844 -2%
CFSG
371
Community Financial Services Group
Vermont
$4.6M +$41.3K +453 +0.9%
BFO
372
Biltmore Family Office
North Carolina
$4.55M +$204K +2,242 +5%
BIA
373
Biondo Investment Advisors
Pennsylvania
$4.55M +$116K +1,264 +3%
SBWIC
374
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.45M -$16.9K -185 -0.4%
BCM
375
Brookstone Capital Management
Illinois
$4.45M +$832K +9,122 +23%
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