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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 %
AAIM
626
American Assets Investment Management
California
$1.52M – – –
TC
627
Truvestments Capital
Florida
$1.52M -$5.57K -61 -0.4%
TW
628
TrinityPoint Wealth
Connecticut
$1.52M -$46.1K -505 -3%
FNFDCM
629
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.51M -$9.12K -100 -0.6%
PAMG
630
Patton Albertson Miller Group
Tennessee
$1.51M +$17.1K +187 +1%
BFM
631
Boothbay Fund Management
New York
$1.51M -$43.8K -480 -3%
SBH
632
Segall Bryant & Hamill
Illinois
$1.49M – – –
APA
633
American Portfolios Advisors
New York
$1.48M +$634K +6,951 +75%
SVWAG
634
Sound View Wealth Advisors Group
Georgia
$1.48M -$64.6K -708 -4%
HT
635
Heritage Trust
Oklahoma
$1.48M -$14.5K -159 -1%
BMA
636
Brooks Moore & Associates
Tennessee
$1.47M -$75.9K -832 -5%
Cetera Investment Advisers
637
Cetera Investment Advisers
Illinois
$1.46M +$127K +1,392 +9%
WS
638
Wedbush Securities
California
$1.46M -$133K -1,456 -8%
Rockefeller Capital Management
639
Rockefeller Capital Management
New York
$1.45M -$30K -329 -2%
AWM
640
Altavista Wealth Management
North Carolina
$1.43M -$87.5K -959 -6%
SGCA
641
Steel Grove Capital Advisors
Tennessee
$1.42M -$11.4K -125 -0.8%
LNC
642
Lincoln National Corp
Pennsylvania
$1.41M +$55.2K +605 +4%
FDS
643
First Dallas Securities
Texas
$1.41M -$40K -439 -3%
BRWA
644
B. Riley Wealth Advisors
Florida
$1.41M +$177K +1,933 +14%
JHCP
645
Jackson Hole Capital Partners
Oklahoma
$1.41M +$271K +2,971 +24%
BFS
646
Bradley Foster & Sargent
Connecticut
$1.41M +$13.2K +145 +0.9%
ACM
647
Allred Capital Management
Texas
$1.4M -$157K -1,718 -10%
AAF
648
Andra AP-fonden
Sweden
$1.4M -$1.04M -11,400 -43%
VAS
649
Vestmark Advisory Solutions
Massachusetts
$1.39M -$24.4K -268 -2%
IA
650
IFG Advisory
Georgia
$1.39M -$159K -1,740 -10%
24 25
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