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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 %
KTM
451
Keeler Thomas Management
Utah
$3.04M +$126K +1,380 +4%
HAM
452
Highstreet Asset Management
Ontario, Canada
$3.04M +$686K +7,518 +29%
Mariner
453
Mariner
Kansas
$3.02M +$337K +3,696 +13%
Fiera Capital (Canada)
454
Fiera Capital (Canada)
Quebec, Canada
$3.01M +$1.63M +17,845 +118%
CBB
455
Citizens Business Bank
California
$3.01M +$39.1K +429 +1%
BFA
456
Bragg Financial Advisors
North Carolina
$2.99M -$42.2K -463 -1%
WC
457
Wexford Capital
Florida
$2.98M +$2.98M +32,678 New
MERSOM
458
Municipal Employees' Retirement System of Michigan
Michigan
$2.97M +$2.04M +22,350 +219%
AWA
459
ARS Wealth Advisors
Florida
$2.95M -$46K -504 -2%
ONST
460
Old North State Trust
North Carolina
$2.95M -$70.3K -771 -2%
LA
461
Lynch & Associates
Indiana
$2.93M -$18.3K -201 -0.6%
RMC
462
Resources Management Corp
Connecticut
$2.87M +$10.8K +118 +0.4%
CCG
463
Cypress Capital Group
Florida
$2.87M -$243K -2,664 -8%
Teacher Retirement System of Texas
464
Teacher Retirement System of Texas
Texas
$2.85M -$872K -9,565 -23%
CCM
465
Cohen Capital Management
California
$2.83M – – –
BFA
466
Benedict Financial Advisors
Georgia
$2.81M +$27.6K +303 +1%
Qube Research & Technologies (QRT)
467
Qube Research & Technologies (QRT)
United Kingdom
$2.81M +$2.34M +25,652 +495%
HFBOT
468
Home Federal Bank of Tennessee
Tennessee
$2.8M +$12.3K +135 +0.4%
BWL
469
Bogart Wealth LLC
Virginia
$2.8M +$59.9K +657 +2%
SIG
470
Sky Investment Group
Connecticut
$2.8M +$188K +2,060 +7%
OAM
471
Optimal Asset Management
California
$2.8M +$2.8M +30,653 New
BG
472
Bahl & Gaynor
Ohio
$2.78M +$10.1K +111 +0.4%
PT
473
Plimoth Trust
Massachusetts
$2.73M +$65.7K +720 +2%
ATC
474
Argent Trust Co
Tennessee
$2.71M +$136K +1,488 +5%
CHC
475
City Holding Co
West Virginia
$2.68M +$254K +2,783 +10%
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