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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 %
BOH
476
Bank of Hawaii
Hawaii
$2.68M +$7.75K +85 +0.3%
NA
477
NewEdge Advisors
Louisiana
$2.66M -$174K -1,904 -6%
JSL
478
JT Stratford LLC
Georgia
$2.63M +$419K +4,590 +19%
KFP
479
KMG Fiduciary Partners
Ohio
$2.63M +$60.6K +664 +2%
HFA
480
HC Financial Advisors
California
$2.63M +$179K +1,963 +7%
SFG
481
SNS Financial Group
Minnesota
$2.62M -$89.1K -977 -3%
HDIM
482
Hanson & Doremus Investment Management
Vermont
$2.62M +$41K +450 +2%
PMG
483
ProVise Management Group
Florida
$2.62M -$41.6K -456 -2%
MMHP
484
Murphy Middleton Hinkle & Parker
Georgia
$2.62M +$1.19K +13 +0%
CI Investments Inc
485
CI Investments Inc
Ontario, Canada
$2.6M -$154K -1,685 -6%
TAM
486
Townsend Asset Management
North Carolina
$2.59M +$2.59M +28,361 New
NMIMC
487
Northwestern Mutual Investment Management Company
Wisconsin
$2.58M +$52.3K +573 +2%
OCM
488
Orleans Capital Management
Louisiana
$2.56M -$1.82K -20 -0.1%
ECM
489
Everence Capital Management
Indiana
$2.55M +$99.6K +1,092 +4%
AAS
490
Avantax Advisory Services
Texas
$2.52M +$1.09M +11,941 +76%
IIM
491
Ipswich Investment Management
Massachusetts
$2.51M -$10K -110 -0.4%
FFIC
492
First Fiduciary Investment Counsel
Ohio
$2.51M +$2.51M +27,521 New
NRS
493
Neville Rodie & Shaw
New York
$2.5M +$49K +537 +2%
CIA
494
Covington Investment Advisors
Pennsylvania
$2.5M +$174K +1,905 +7%
MCM
495
Murphy Capital Management
New Jersey
$2.48M -$5.11K -56 -0.2%
WCM
496
Whitener Capital Management
North Carolina
$2.48M +$207K +2,268 +9%
JG
497
Jefferies Group
New York
$2.46M +$417K +4,569 +20%
MWM
498
Marietta Wealth Management
Georgia
$2.44M +$120K +1,315 +5%
GI
499
Gradient Investments
Minnesota
$2.4M +$238K +2,610 +11%
SB
500
Simmons Bank
Arkansas
$2.4M -$312K -3,424 -12%
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