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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 %
ACM
401
AlphaCrest Capital Management
New York
$3.85M -$443K -4,619 -10%
CWM
402
Calamos Wealth Management
Illinois
$3.84M +$21.3K +222 +0.6%
AIA
403
Armor Investment Advisors
North Carolina
$3.81M +$53.4K +557 +1%
BCM
404
Brookstone Capital Management
Illinois
$3.8M +$707K +7,372 +23%
EFIC
405
Eliot Finkel Investment Counsel
California
$3.77M -$65.2K -680 -2%
Brown Advisory
406
Brown Advisory
Maryland
$3.76M -$21.9K -228 -0.6%
HH
407
Hilltop Holdings
Texas
$3.74M +$296K +3,087 +9%
CPIG
408
Chicago Partners Investment Group
Illinois
$3.7M +$19.2K +200 +0.5%
FAAS
409
First Allied Advisory Services
California
$3.68M -$165K -1,723 -4%
ISB
410
Iowa State Bank
Iowa
$3.62M -$229K -2,394 -6%
ECM
411
ETrade Capital Management
Virginia
$3.6M +$45.9K +479 +1%
KRS
412
Kentucky Retirement Systems
Kentucky
$3.58M +$329K +3,430 +10%
FLI
413
Family Legacy Inc
South Carolina
$3.55M +$360K +3,893 +11%
WWM
414
Willingdon Wealth Management
North Carolina
$3.54M +$12.5K +130 +0.4%
SPIA
415
Steward Partners Investment Advisory
New York
$3.54M +$84.2K +878 +2%
SFA
416
Semmax Financial Advisors
North Carolina
$3.54M +$383K +3,998 +12%
EWM
417
Evercore Wealth Management
New York
$3.49M +$210K +2,185 +6%
IA
418
IndexIQ Advisors
New York
$3.49M -$1.19M -12,447 -25%
Nordea Investment Management
419
Nordea Investment Management
Sweden
$3.46M +$82.9K +861 +2%
DWM
420
Darwin Wealth Management
Florida
$3.41M +$144K +1,507 +4%
TSW
421
Thompson Siegel & Walmsley
Virginia
$3.4M +$422K +4,405 +14%
CIAS
422
Capital Investment Advisory Services
North Carolina
$3.39M +$170K +1,773 +5%
RIL
423
Rothschild Investment LLC
Illinois
$3.38M – – –
OSIA
424
O'Shares Investment Advisers
Massachusetts
$3.36M -$27.4K -286 -0.8%
LSERS
425
Louisiana State Employees Retirement System
Louisiana
$3.36M -$144K -1,500 -4%
15 16
17
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