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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 %
BGIM
426
Brandywine Global Investment Management
Pennsylvania
$3.28M +$20.3K +212 +0.6%
BB
427
Bell Bank
North Dakota
$3.27M +$2.01K +21 +0.1%
CCG
428
Cypress Capital Group
Florida
$3.27M +$68.9K +719 +2%
SCA
429
Snowden Capital Advisors
New York
$3.23M +$28.2K +294 +0.9%
WCM
430
Windward Capital Management
California
$3.22M +$305K +3,182 +10%
BFA
431
Bragg Financial Advisors
North Carolina
$3.19M -$64.2K -670 -2%
Daiwa Securities Group
432
Daiwa Securities Group
Japan
$3.17M +$467K +4,874 +17%
ONST
433
Old North State Trust
North Carolina
$3.17M -$102K -1,067 -3%
SCM
434
Schnieders Capital Management
California
$3.16M +$210K +2,189 +7%
AWA
435
ARS Wealth Advisors
Florida
$3.15M -$78.6K -820 -2%
CBB
436
Citizens Business Bank
California
$3.12M +$3.12M +32,573 New
LA
437
Lynch & Associates
Indiana
$3.1M +$671 +7 +0%
VEA
438
Virtus ETF Advisers
New York
$3.08M +$322K +3,361 +12%
SFM
439
Soros Fund Management
New York
$3.07M +$3.07M +32,003 New
KTM
440
Keeler Thomas Management
Utah
$3.07M -$105K -1,100 -3%
CFB
441
Cullen/Frost Bankers
Texas
$3.05M -$153K -1,596 -5%
ASN
442
Advisory Services Network
Georgia
$3.02M – – –
FTI
443
Fiduciary Trust International
Massachusetts
$3.02M +$1.2M +12,548 +66%
RMC
444
Resources Management Corp
Connecticut
$3M +$3M +31,324 New
NA
445
NewEdge Advisors
Louisiana
$2.97M +$589K +6,152 +25%
CCM
446
Cohen Capital Management
California
$2.97M – – –
HFBOT
447
Home Federal Bank of Tennessee
Tennessee
$2.93M +$14K +146 +0.5%
BFA
448
Benedict Financial Advisors
Georgia
$2.93M -$84.7K -884 -3%
BG
449
Bahl & Gaynor
Ohio
$2.91M -$14.2K -148 -0.5%
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$2.9M +$2.9M +30,228 New
16 17
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