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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 %
NEAM
401
New England Asset Management
Connecticut
$3.88M -$82.1K -900 -2%
JWM
402
Jackson Wealth Management
Florida
$3.84M -$509K -5,286 -12%
HIC
403
Holderness Investments Company
North Carolina
$3.82M +$73.6K +807 +2%
CAM
404
Close Asset Management
United Kingdom
$3.79M -$9.12K -100 -0.2%
RI
405
Rudd International
Florida
$3.77M +$33.7K +369 +0.9%
WCM
406
Windward Capital Management
California
$3.76M +$699K +7,661 +23%
HH
407
Hilltop Holdings
Texas
$3.75M +$193K +2,119 +5%
MAM
408
Martingale Asset Management
Massachusetts
$3.74M +$1.04M +11,451 +39%
AIA
409
Armor Investment Advisors
North Carolina
$3.74M +$111K +1,216 +3%
RIA
410
Regal Investment Advisors
Michigan
$3.7M -$231K -2,529 -6%
LDB
411
Lee, Danner & Bass
Tennessee
$3.69M -$125K -1,371 -3%
CWM
412
Calamos Wealth Management
Illinois
$3.69M +$35.4K +388 +1%
TSW
413
Thompson Siegel & Walmsley
Virginia
$3.69M +$456K +5,000 +14%
SFA
414
Semmax Financial Advisors
North Carolina
$3.68M +$319K +3,498 +9%
Marshall Wace
415
Marshall Wace
United Kingdom
$3.68M +$3.68M +40,380 New
AMG
416
Advisors Management Group
Wisconsin
$3.67M -$27.7K -304 -0.7%
OIM
417
Opus Investment Management
Massachusetts
$3.67M – – –
CA
418
Commerzbank Aktiengesellschaft
Germany
$3.64M -$11.9M -130,281 -77%
FLI
419
Family Legacy Inc
South Carolina
$3.6M +$137K +1,517 +4%
CPIG
420
Chicago Partners Investment Group
Illinois
$3.57M -$19.1K -205 -0.5%
FAAS
421
First Allied Advisory Services
California
$3.56M +$68.7K +754 +2%
EFIC
422
Eliot Finkel Investment Counsel
California
$3.56M -$34.7K -380 -1%
CIAS
423
Capital Investment Advisory Services
North Carolina
$3.52M +$294K +3,225 +9%
RIM
424
Rampart Investment Management
Connecticut
$3.48M -$779K -8,544 -18%
ISB
425
Iowa State Bank
Iowa
$3.46M +$15.7K +172 +0.5%
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