DUK icon

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 %
SAM
551
Silvercrest Asset Management
New York
$2.01M – – –
THWM
552
Taylor Hoffman Wealth Management
Virginia
$2.01M – – –
MIAN
553
Mariner Independent Advisor Network
Kansas
$1.99M +$55K +603 +3%
SFP
554
Shepherd Financial Partners
Massachusetts
$1.98M +$1.19K +13 +0.1%
PAS
555
Park Avenue Securities
New York
$1.98M +$156K +1,715 +9%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$1.98M +$151K +1,660 +8%
NI
557
Nepsis Inc
Minnesota
$1.96M -$271K -2,999 -12%
CPO
558
Cerity Partners OCIO
New York
$1.96M -$39.6K -411 -2%
PWP
559
Private Wealth Partners
California
$1.96M +$106K +1,163 +6%
TT
560
TI-Trust
Illinois
$1.96M +$1.96M +21,468 New
TSWM
561
Triangle Securities Wealth Management
North Carolina
$1.95M -$147K -1,607 -7%
DHFB
562
Dixon Hubard Feinour & Brown
Virginia
$1.94M -$13.7K -150 -0.7%
PP
563
Paloma Partners
Connecticut
$1.94M +$1.42M +15,577 +275%
WSTAM
564
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M +$74.7K +819 +4%
HPC
565
Hobart Private Capital
North Carolina
$1.93M +$86.6K +950 +5%
TCOT
566
Trust Company of Toledo
Ohio
$1.9M +$91.7K +1,005 +5%
CL
567
Choreo LLC
Illinois
$1.89M +$29.7K +326 +2%
CI
568
Cigna Investments
Connecticut
$1.88M -$215K -2,204 -10%
LCOV
569
London Company of Virginia
Virginia
$1.88M -$26K -285 -1%
FCA
570
FinTrust Capital Advisors
South Carolina
$1.84M -$6.66K -73 -0.4%
SYBT
571
Stock Yards Bank & Trust
Kentucky
$1.84M -$58.2K -638 -3%
MFG
572
Merit Financial Group
Georgia
$1.83M +$212K +2,329 +13%
PAM
573
Pegasus Asset Management
New York
$1.82M +$81.6K +895 +5%
PFM
574
Parsec Financial Management
North Carolina
$1.81M -$16.8K -184 -0.9%
TWM
575
Torch Wealth Management
Ohio
$1.81M +$365 +4 +0%
21 22
23
24 25