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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 %
BBNA
651
Bremer Bank National Association
Minnesota
$1.33M -$64.1K -669 -5%
FPFS
652
First Personal Financial Services
North Carolina
$1.33M -$54K -563 -4%
AIP
653
Ameritas Investment Partners
Nebraska
$1.33M -$24.1K -252 -2%
VFA
654
Valeo Financial Advisors
Indiana
$1.33M -$3.07K -32 -0.2%
GRP
655
Global Retirement Partners
California
$1.32M +$385K +4,020 +41%
PWW
656
Pettyjohn Wood & White
Virginia
$1.32M -$14.4K -150 -1%
CAM
657
Columbia Asset Management
Michigan
$1.32M +$66.7K +696 +5%
QT
658
Quantbot Technologies
New York
$1.32M +$1.32M +13,748 New
VNIM
659
Vaughan Nelson Investment Management
Texas
$1.31M – – –
SCA
660
Stonebridge Capital Advisors
Minnesota
$1.31M -$44K -459 -3%
HTC
661
Haverford Trust Company
Pennsylvania
$1.3M -$62.5K -652 -5%
BRWA
662
B. Riley Wealth Advisors
Florida
$1.29M +$109K +1,131 +9%
ARMC
663
American Research & Management Company
Massachusetts
$1.29M -$76.7K -800 -6%
HIS
664
Horizon Investment Services
Indiana
$1.29M +$1.29M +13,462 New
MMPW
665
Mitchell McLeod Pugh & Williams
Alabama
$1.28M +$43.1K +450 +3%
UCMOK
666
United Capital Management of KS
Kansas
$1.28M +$41.5K +428 +3%
TG
667
TCW Group
California
$1.28M – – –
FMBTD
668
First Midwest Bank Trust Division
Illinois
$1.27M +$83.9K +875 +7%
GBT
669
Grove Bank & Trust
Florida
$1.27M +$219K +2,288 +21%
CIC
670
Carnegie Investment Counsel
Ohio
$1.27M +$52.8K +551 +4%
TNB
671
TCF National Bank
South Dakota
$1.27M +$1.27M +13,208 New
FSA
672
Franklin Street Advisors
North Carolina
$1.26M +$52.2K +545 +4%
WIA
673
Wealthstreet Investment Advisors
Texas
$1.26M +$32.8K +351 +3%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$1.25M – – –
JCM
675
Jacobi Capital Management
Pennsylvania
$1.24M +$10.2K +106 +0.8%
25 26
27
28 29