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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 %
TC
601
Truvestments Capital
Florida
$1.6M -$111K -1,160 -6%
GBBWRPM
602
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.6M -$4.79K -50 -0.3%
FNFDCM
603
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.6M +$41.2K +430 +3%
AAIM
604
American Assets Investment Management
California
$1.6M – – –
AWM
605
Altavista Wealth Management
North Carolina
$1.6M +$479 +5 +0%
VF
606
Virtu Financial
New York
$1.59M +$1.03M +10,779 +187%
BW
607
Bison Wealth
Georgia
$1.58M +$85.8K +895 +6%
PAMG
608
Patton Albertson Miller Group
Tennessee
$1.57M -$39.7K -414 -2%
HT
609
Heritage Trust
Oklahoma
$1.57M -$1.44K -15 -0.1%
SBH
610
Segall Bryant & Hamill
Illinois
$1.56M – – –
Rockefeller Capital Management
611
Rockefeller Capital Management
New York
$1.55M -$278K -2,899 -15%
NAM
612
NTV Asset Management
West Virginia
$1.54M +$12K +125 +0.8%
FDS
613
First Dallas Securities
Texas
$1.52M -$11.8K -123 -0.8%
WI
614
WrapManager Inc
California
$1.52M -$52.8K -551 -3%
AAS
615
Avantax Advisory Services
Texas
$1.51M +$479K +4,991 +46%
TMAM
616
Tokio Marine Asset Management
Japan
$1.51M +$153K +1,600 +11%
IWA
617
Intercontinental Wealth Advisors
Texas
$1.51M -$9.01K -94 -0.6%
SGCA
618
Steel Grove Capital Advisors
Tennessee
$1.5M +$10.9K +114 +0.7%
PG
619
Pendal Group
Australia
$1.5M +$213K +2,220 +17%
KC
620
Kingfisher Capital
North Carolina
$1.49M +$575K +6,000 +63%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$1.49M -$73K -762 -5%
MSAM
622
Moloney Securities Asset Management
Missouri
$1.48M -$91.4K -953 -6%
Mackenzie Financial
623
Mackenzie Financial
Ontario, Canada
$1.48M +$8.34K +87 +0.6%
Lido Advisors
624
Lido Advisors
California
$1.48M +$159K +1,663 +12%
BFS
625
Bradley Foster & Sargent
Connecticut
$1.46M -$55.4K -578 -4%
23 24
25
26 27