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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
$898M
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.87B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.04B
4
BlackRock
BlackRock
New York
$4.92B
5
Victory Capital Management
Victory Capital Management
Texas
$104M

Top Sellers

1
PFC
Phocas Financial Corp
California
$634K
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$189M
3
Citadel Advisors
Citadel Advisors
Florida
$4.28M
4
Capital Research Global Investors
Capital Research Global Investors
California
$192M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$309M +$1.52M +15,849 +0.5%
UBS AM
27
UBS AM
Illinois
$306M +$20.1M +209,932 +7%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$301M +$23.8M +248,028 +9%
Swiss National Bank
29
Swiss National Bank
Switzerland
$298M -$514K -5,366 -0.2%
PPA
30
Parametric Portfolio Associates
Washington
$258M +$18.8M +195,606 +8%
Capital Research Global Investors
31
Capital Research Global Investors
California
$192M -$113M -1,175,404 -37%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$189M -$169M -1,761,566 -47%
RJA
33
Raymond James & Associates
Florida
$184M +$3.46M +36,091 +2%
PAMU
34
Pictet Asset Management (UK)
United Kingdom
$182M +$14.8M +154,443 +9%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$178M +$16.2M +168,711 +10%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$172M +$3.65M +38,106 +2%
UBS Group
37
UBS Group
Switzerland
$168M +$22.3M +232,230 +15%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$146M +$863K +9,000 +0.6%
First Trust Advisors
39
First Trust Advisors
Illinois
$145M +$15.4M +160,990 +12%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$135M +$3.64M +37,985 +3%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$133M +$8.52M +88,491 +7%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$131M -$454K -4,739 -0.3%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$129M -$17.6M -183,257 -12%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$126M +$39.4M +410,500 +45%
Canada Life
45
Canada Life
Manitoba, Canada
$123M +$306K +3,189 +0.2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$122M +$318K +3,315 +0.3%
CS
47
Credit Suisse
Switzerland
$118M +$1.68M +17,485 +1%
Capital International Investors
48
Capital International Investors
California
$110M -$2.4K -25 -0%
Stifel Financial
49
Stifel Financial
Missouri
$107M +$1.2M +12,536 +1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$106M -$177K -1,849 -0.2%
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