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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 %
AI
376
Atria Investments
North Carolina
$4.27M +$418K +4,363 +11%
JIC
377
Johnson Investment Counsel
Ohio
$4.27M -$106K -1,101 -2%
BCM
378
Birmingham Capital Management
Alabama
$4.25M -$44.7K -466 -1%
HVIA
379
Hudson Valley Investment Advisors
New York
$4.19M -$17.5K -183 -0.4%
ACM
380
Argyle Capital Management
Pennsylvania
$4.18M -$9.59K -100 -0.2%
NEAM
381
New England Asset Management
Connecticut
$4.16M +$5.75K +60 +0.1%
RIA
382
Regal Investment Advisors
Michigan
$4.13M -$220K -2,291 -5%
WA
383
Wasatch Advisors
Utah
$4.1M +$4.1M +42,800 New
JGUA
384
John G. Ullman & Associates
New York
$4.1M -$79.5K -829 -2%
FIM
385
Foresters Investment Management
New York
$4.04M -$7.69M -80,232 -66%
CIBC World Market
386
CIBC World Market
Ontario, Canada
$4.01M -$272K -2,834 -6%
LDB
387
Lee, Danner & Bass
Tennessee
$4.01M -$41.5K -433 -1%
CAM
388
Close Asset Management
United Kingdom
$4M -$12.8K -133 -0.3%
LIA
389
LS Investment Advisors
Michigan
$3.98M +$133K +1,386 +3%
HIC
390
Holderness Investments Company
North Carolina
$3.94M +$177K +1,850 +5%
RI
391
Rudd International
Florida
$3.93M -$49.6K -517 -1%
SS
392
Simplicity Solutions
Minnesota
$3.93M -$265K -2,763 -6%
SS
393
Sunbelt Securities
Texas
$3.93M +$3.93M +40,970 New
Teacher Retirement System of Texas
394
Teacher Retirement System of Texas
Texas
$3.91M +$362K +3,774 +10%
CCM
395
Cullen Capital Management
New York
$3.9M -$326K -3,400 -8%
AMG
396
Advisors Management Group
Wisconsin
$3.89M -$32.1K -335 -0.8%
PNC
397
Park National Corp
Ohio
$3.87M -$138K -1,440 -3%
WG
398
Winton Group
United Kingdom
$3.87M +$3.87M +40,341 New
DnB Asset Management
399
DnB Asset Management
Norway
$3.86M +$1.93M +20,100 +100%
OIM
400
Opus Investment Management
Massachusetts
$3.85M -$959K -10,000 -20%
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16
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