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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 %
BWL
451
Bogart Wealth LLC
Virginia
$2.88M +$19.7K +205 +0.7%
SFG
452
SNS Financial Group
Minnesota
$2.85M -$15.5K -162 -0.5%
SB
453
Simmons Bank
Arkansas
$2.85M +$120K +1,252 +4%
SPC
454
Sigma Planning Corp
Michigan
$2.84M -$116K -1,211 -4%
MAM
455
Martingale Asset Management
Massachusetts
$2.83M +$566K +5,900 +25%
Mariner
456
Mariner
Kansas
$2.82M +$520K +5,424 +23%
BC
457
Brinker Capital
Pennsylvania
$2.81M +$190K +1,987 +7%
BOH
458
Bank of Hawaii
Hawaii
$2.81M -$25.5K -266 -0.9%
PT
459
Plimoth Trust
Massachusetts
$2.81M +$46.5K +485 +2%
PMG
460
ProVise Management Group
Florida
$2.8M -$2.68K -28 -0.1%
CC
461
Centiva Capital
New York
$2.77M +$278K +2,905 +11%
MMHP
462
Murphy Middleton Hinkle & Parker
Georgia
$2.75M +$1.15K +12 +0%
SIG
463
Sky Investment Group
Connecticut
$2.74M +$4.79K +50 +0.2%
HDIM
464
Hanson & Doremus Investment Management
Vermont
$2.71M +$101K +1,050 +4%
ATC
465
Argent Trust Co
Tennessee
$2.7M +$25.6K +267 +1%
KFP
466
KMG Fiduciary Partners
Ohio
$2.7M +$138K +1,437 +5%
LFAS
467
Level Four Advisory Services
Texas
$2.7M -$51.6K -538 -2%
IA
468
IFP Advisors
Florida
$2.69M +$2.69M +27,938 New
OCM
469
Orleans Capital Management
Louisiana
$2.69M -$57.5K -600 -2%
NMIMC
470
Northwestern Mutual Investment Management Company
Wisconsin
$2.66M +$12.5K +130 +0.5%
IIM
471
Ipswich Investment Management
Massachusetts
$2.65M +$12.5K +130 +0.5%
DIA
472
Dean Investment Associates
Ohio
$2.62M +$2.62M +27,348 New
MCM
473
Murphy Capital Management
New Jersey
$2.61M -$63.6K -664 -2%
MBTD
474
Mechanics Bank - Trust Department
California
$2.58M -$149K -1,553 -5%
NRS
475
Neville Rodie & Shaw
New York
$2.58M +$110K +1,150 +4%
17 18
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