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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 %
SIC
526
Salem Investment Counselors
North Carolina
$2.17M -$13.7K -143 -0.6%
JG
527
Jefferies Group
New York
$2.15M +$2.15M +22,406 New
CIBC Private Wealth Group
528
CIBC Private Wealth Group
Georgia
$2.13M -$79.6K -830 -4%
VAG
529
VisionPoint Advisory Group
Texas
$2.12M +$188K +1,931 +10%
SLI
530
Sumitomo Life Insurance
Japan
$2.12M -$266K -2,777 -11%
SAM
531
Silvercrest Asset Management
New York
$2.12M +$216K +2,249 +11%
THWM
532
Taylor Hoffman Wealth Management
Virginia
$2.11M +$130K +1,361 +7%
SCM
533
Stevens Capital Management
Pennsylvania
$2.1M -$821K -8,563 -28%
GWMIA
534
Global Wealth Management Investment Advisory
Florida
$2.1M +$70.6K +736 +3%
SP
535
SWS Partners
Ohio
$2.1M +$165K +1,869 +9%
SFP
536
Shepherd Financial Partners
Massachusetts
$2.08M +$76.1K +794 +4%
DHFB
537
Dixon Hubard Feinour & Brown
Virginia
$2.05M -$9.59K -100 -0.5%
MIAN
538
Mariner Independent Advisor Network
Kansas
$2.04M -$70.8K -736 -3%
CI
539
Cigna Investments
Connecticut
$2.02M +$118K +1,257 +6%
LCOV
540
London Company of Virginia
Virginia
$2M -$107K -1,117 -5%
CPO
541
Cerity Partners OCIO
New York
$1.99M +$72.4K +755 +4%
SYBT
542
Stock Yards Bank & Trust
Kentucky
$1.99M +$575 +6 +0%
BAC
543
Boys Arnold & Co
North Carolina
$1.96M -$1.61M -16,680 -45%
CL
544
Choreo LLC
Illinois
$1.96M +$9.01K +94 +0.5%
WSTAM
545
Wilbanks Smith & Thomas Asset Management
Virginia
$1.95M -$18.5K -193 -0.9%
PWP
546
Private Wealth Partners
California
$1.95M +$73.5K +767 +4%
Los Angeles Capital Management
547
Los Angeles Capital Management
California
$1.95M -$62.3K -650 -3%
FCA
548
FinTrust Capital Advisors
South Carolina
$1.94M -$29.5K -308 -1%
WIS
549
Wright Investors Service
Connecticut
$1.94M +$631K +6,584 +48%
WMSA
550
Weiss Multi-Strategy Advisers
New York
$1.94M +$1.94M +20,240 New
20 21
22
23 24