DUK icon

Duke Energy
DUK

Overview Fund Activity

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$643M
2
Renaissance Technologies
Renaissance Technologies
New York
+$158M
3
O
OppenheimerFunds
New York
+$156M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$123M
5
BlackRock
BlackRock
New York
+$85.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$209M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$160M
3
Citadel Advisors
Citadel Advisors
Florida
-$156M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.4M
5
Millennium Management
Millennium Management
New York
-$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
426
Sompo Asset Management
Japan
$2.6M +$2.6M +32,480 New
RMC
427
Resources Management Corp
Connecticut
$2.57M +$2.57M +32,125 New
QIM
428
Quantitative Investment Management
Virginia
$2.54M +$2.54M +31,800 New
PAM
429
Private Asset Management
California
$2.53M -$18.5K -231 -0.7%
BCM
430
Buckhead Capital Management
Georgia
$2.53M +$6.8K +85 +0.3%
VFA
431
Valeo Financial Advisors
Indiana
$2.53M +$90.6K +1,094 +4%
WWM
432
Willingdon Wealth Management
North Carolina
$2.53M +$17.8K +222 +0.7%
FTI
433
Fiduciary Trust International
Massachusetts
$2.52M – – –
LA
434
Lynch & Associates
Indiana
$2.52M +$341K +4,265 +16%
CIAS
435
Capital Investment Advisory Services
North Carolina
$2.5M +$128K +1,596 +5%
PFM
436
Parsec Financial Management
North Carolina
$2.49M -$48.8K -610 -2%
MCM
437
Murphy Capital Management
New Jersey
$2.49M -$214K -2,681 -8%
BOH
438
Bank of Hawaii
Hawaii
$2.47M -$20.2K -253 -0.8%
AIL
439
AGF Investments LLC
Ontario, Canada
$2.47M +$288K +3,597 +13%
ONST
440
Old North State Trust
North Carolina
$2.46M +$2.46M +30,882 New
HFBOT
441
Home Federal Bank of Tennessee
Tennessee
$2.45M – – –
CFG
442
Citizens Financial Group
Rhode Island
$2.45M -$160K -1,996 -6%
CCM
443
Cohen Capital Management
California
$2.44M – – –
BFA
444
Benedict Financial Advisors
Georgia
$2.44M +$9.68K +121 +0.4%
KRS
445
Kentucky Retirement Systems
Kentucky
$2.43M +$45.8K +572 +2%
EAM
446
Eagle Asset Management
Florida
$2.41M +$2.41M +30,168 New
BG
447
Bahl & Gaynor
Ohio
$2.41M -$26.7K -334 -1%
TCMG
448
TSP Capital Management Group
New Jersey
$2.41M -$2.38M -30,059 Closed
OCM
449
Orleans Capital Management
Louisiana
$2.4M -$12K -150 -0.5%
ERSOT
450
Employees Retirement System of Texas
Texas
$2.4M -$480K -6,000 -17%
16 17
18
19 20