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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.29B
2
State Street
State Street
Massachusetts
$3.29B
3
BlackRock
BlackRock
New York
$4.46B
4
Geode Capital Management
Geode Capital Management
Massachusetts
$907M
5
Citadel Advisors
Citadel Advisors
Florida
$83.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$934M
2
Goldman Sachs
Goldman Sachs
New York
$348M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.65B
5
Capital World Investors
Capital World Investors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$310M -$8.05M -89,490 -3%
Charles Schwab
27
Charles Schwab
California
$289M +$16.7M +186,012 +6%
Capital Research Global Investors
28
Capital Research Global Investors
California
$286M +$97.7K +1,085 +0%
UBS AM
29
UBS AM
Illinois
$286M -$15.1M -167,716 -5%
Swiss National Bank
30
Swiss National Bank
Switzerland
$283M +$7.64M +84,900 +3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$256M -$5.07M -56,332 -2%
PPA
32
Parametric Portfolio Associates
Washington
$218M +$11.4M +127,056 +6%
RJA
33
Raymond James & Associates
Florida
$173M -$9.92M -110,277 -5%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$166M +$39.8M +442,441 +32%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$156M -$20.2M -224,657 -11%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$152M -$52.1M -579,069 -26%
PAMU
37
Pictet Asset Management (UK)
United Kingdom
$152M +$4.2M +46,612 +3%
Barclays
38
Barclays
United Kingdom
$139M +$40.1M +445,977 +41%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$139M +$4.04M +44,854 +3%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$135M +$423K +4,700 +0.3%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$133M +$9.31M +103,398 +8%
Cohen & Steers
42
Cohen & Steers
New York
$132M +$39M +433,301 +42%
Canada Life
43
Canada Life
Manitoba, Canada
$124M +$4.2M +46,781 +3%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$122M +$4.14M +46,047 +4%
LCOV
45
London Company of Virginia
Virginia
$117M -$613K -6,807 -0.5%
CS
46
Credit Suisse
Switzerland
$115M -$43.1M -478,742 -27%
UBS Group
47
UBS Group
Switzerland
$114M -$20M -221,693 -15%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$112M +$492K +5,467 +0.4%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$111M -$2.23M -24,778 -2%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -$4.9M -54,422 -4%
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