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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 %
MYAM
376
Meiji Yasuda Asset Management
Japan
$4.43M -$406K -4,450 -8%
WLPWM
377
Walled Lake Planning & Wealth Management
Illinois
$4.36M +$4.36M +47,781 New
CIBC World Market
378
CIBC World Market
Ontario, Canada
$4.31M +$493K +5,406 +13%
CTC
379
Central Trust Company
Missouri
$4.29M -$11.4K -125 -0.3%
COPPSERS
380
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.28M +$23.5K +258 +0.6%
M
381
MOTCO
Texas
$4.28M +$3.95M +43,269 +1,202%
IA
382
IndexIQ Advisors
New York
$4.24M +$917K +10,057 +28%
JIC
383
Johnson Investment Counsel
Ohio
$4.18M +$123K +1,346 +3%
IF
384
Insight Folios
North Carolina
$4.15M +$4.15M +45,542 New
CIC
385
Cornercap Investment Counsel
Georgia
$4.14M +$32.6K +357 +0.8%
SIM
386
Sentry Investment Management
Wisconsin
$4.11M – – –
CCT
387
Chemung Canal Trust
New York
$4.09M -$131K -1,437 -3%
FB
388
Fulton Bank
Pennsylvania
$4.08M -$547 -6 -0%
HVIA
389
Hudson Valley Investment Advisors
New York
$4.08M +$89.2K +978 +2%
GHAM
390
Gilman Hill Asset Management
Connecticut
$4.07M -$68.2K -748 -2%
BBA
391
BLB&B Advisors
Pennsylvania
$4.07M -$143K -1,573 -3%
BCM
392
Birmingham Capital Management
Alabama
$4.03M -$18.2K -200 -0.5%
TI
393
Trexquant Investment
Connecticut
$4.02M +$4.02M +44,042 New
Brown Advisory
394
Brown Advisory
Maryland
$4.02M +$436K +4,778 +12%
USAA
395
United Services Automobile Association
Texas
$4M -$317K -3,474 -7%
SS
396
Sunbelt Securities
Texas
$3.93M +$192K +2,107 +5%
ACM
397
Argyle Capital Management
Pennsylvania
$3.92M -$60.7K -666 -2%
LIA
398
LS Investment Advisors
Michigan
$3.9M +$119K +1,300 +3%
BCV
399
Banque Cantonale Vaudoise
Switzerland
$3.89M +$3.89M +42,668 New
JGUA
400
John G. Ullman & Associates
New York
$3.88M -$15.5K -170 -0.4%
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