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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 %
FBT
526
First Bank & Trust
South Dakota
$2.18M -$9.94K -109 -0.5%
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$2.17M +$175K +1,921 +9%
AP
528
Advisor Partners
California
$2.17M +$49.1K +531 +2%
OTPPB
529
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.17M -$3.01M -33,014 -58%
GW
530
GW & Wade
Massachusetts
$2.17M +$39K +428 +2%
MMA
531
Miracle Mile Advisors
California
$2.16M +$90.9K +997 +4%
PAM
532
Private Asset Management
California
$2.15M -$81.6K -895 -4%
ZB
533
Zions Bancorporation
Utah
$2.14M -$165K -1,814 -7%
PJSIMP
534
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.14M -$6.75K -74 -0.3%
UBG
535
United Bank (Georgia)
Georgia
$2.14M +$6.2K +68 +0.3%
SLI
536
Sumitomo Life Insurance
Japan
$2.13M +$120K +1,319 +6%
PHIMC
537
Private Harbour Investment Management & Counsel
Ohio
$2.13M -$123K -1,353 -5%
HW
538
Hancock Whitney
Mississippi
$2.13M -$25.6K -281 -1%
EP
539
Eudaimonia Partners
Tennessee
$2.13M +$2.13M +23,315 New
IA
540
IFP Advisors
Florida
$2.12M -$415K -4,575 -16%
BCFS
541
Butensky & Cohen Financial Security
Florida
$2.11M -$19.5K -214 -0.9%
Mackenzie Financial
542
Mackenzie Financial
Ontario, Canada
$2.1M +$689K +7,553 +49%
SIC
543
Salem Investment Counselors
North Carolina
$2.1M +$34.8K +381 +2%
IAN
544
Integrated Advisors Network
Texas
$2.09M +$2.09M +22,960 New
MHI
545
Miller Howard Investments
New York
$2.08M -$53.3K -584 -3%
BAC
546
Boys Arnold & Co
North Carolina
$2.05M +$189K +2,069 +10%
JWCA
547
J.W. Cole Advisors
Florida
$2.05M +$2.05M +22,465 New
CNBT
548
Canandaigua National Bank & Trust
New York
$2.04M +$201K +2,207 +11%
TMAM
549
Tokio Marine Asset Management
Japan
$2.03M +$597K +6,546 +42%
BBHC
550
Brown Brothers Harriman & Co
New York
$2.02M -$135K -1,480 -6%
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