DUK icon

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 %
ACP
626
Ashfield Capital Partners
California
$1.46M +$28K +292 +2%
PP
627
Palladium Partners
Virginia
$1.46M +$75.9K +949 +5%
Fiera Capital (Canada)
628
Fiera Capital (Canada)
Quebec, Canada
$1.46M +$592K +6,180 +69%
SBIA
629
Sheaff Brock Investment Advisors
Indiana
$1.45M +$12.8K +133 +0.9%
AA
630
ALPS Advisors
Colorado
$1.45M +$275K +2,867 +23%
TPA
631
Trivium Point Advisory
Connecticut
$1.44M -$170K -1,775 -11%
SMC
632
Smith, Moore & Co
Missouri
$1.44M -$102K -1,061 -7%
AII
633
AGF Investments Inc
Ontario, Canada
$1.44M – – –
BCM
634
Buckhead Capital Management
Georgia
$1.43M +$118K +1,235 +9%
LNC
635
Lincoln National Corp
Pennsylvania
$1.43M +$390K +4,066 +38%
HPC
636
HM Payson & Co
Maine
$1.42M -$121K -1,265 -8%
NSEDCP
637
NJ State Employees Deferred Compensation Plan
New Jersey
$1.41M – – –
Cetera Investment Advisers
638
Cetera Investment Advisers
Illinois
$1.41M +$200K +2,076 +17%
FHA
639
First Horizon Advisors
Tennessee
$1.41M -$287 -3 -0%
ZIC
640
ZWJ Investment Counsel
Georgia
$1.4M -$31.9K -333 -2%
BA
641
Boston Advisors
Massachusetts
$1.38M -$87K -907 -6%
AIS
642
American Investment Services
Massachusetts
$1.38M – – –
WSFS
643
Wilmington Savings Fund Society
Delaware
$1.37M -$331K -3,458 -19%
FI
644
FormulaFolio Investments
Michigan
$1.37M +$88.4K +922 +7%
WA
645
WealthTrust Axiom
Pennsylvania
$1.36M +$288 +3 +0%
BAM
646
Blueshift Asset Management
New Jersey
$1.35M +$1.35M +14,116 New
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$1.35M -$305K -3,177 -18%
VCA
648
Verdence Capital Advisors
Maryland
$1.35M -$26.6K -278 -2%
AF
649
Aldebaran Financial
$1.34M +$19.5K +203 +1%
ONB
650
Old National Bancorp
Indiana
$1.34M -$242K -2,526 -15%
24 25
26
27 28