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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 %
WI
651
WrapManager Inc
California
$1.39M -$59.6K -653 -4%
BW
652
Bison Wealth
Georgia
$1.38M -$127K -1,395 -8%
ACP
653
Ashfield Capital Partners
California
$1.37M -$19.2K -210 -1%
SM
654
Sciencast Management
New Jersey
$1.37M +$1.37M +15,120 New
SBA
655
Secrest Blakey & Associates
North Carolina
$1.37M +$1.37M +14,974 New
TPA
656
Trivium Point Advisory
Connecticut
$1.37M -$2.74K -30 -0.2%
AII
657
AGF Investments Inc
Ontario, Canada
$1.37M – – –
BAM
658
Belpointe Asset Management
Nevada
$1.37M +$783K +8,594 +135%
Walleye Capital
659
Walleye Capital
New York
$1.36M +$1.36M +14,900 New
FHA
660
First Horizon Advisors
Tennessee
$1.35M +$12.3K +135 +0.9%
NSEDCP
661
NJ State Employees Deferred Compensation Plan
New Jersey
$1.34M – – –
UCMOK
662
United Capital Management of KS
Kansas
$1.34M +$137K +1,503 +11%
SFS
663
Sowell Financial Services
Arkansas
$1.34M +$279K +3,059 +26%
BCM
664
Buckhead Capital Management
Georgia
$1.32M -$42.7K -468 -3%
SCA
665
Stonebridge Capital Advisors
Minnesota
$1.32M +$77.3K +847 +6%
AIS
666
American Investment Services
Massachusetts
$1.31M +$1.92K +21 +0.1%
SBIA
667
Sheaff Brock Investment Advisors
Indiana
$1.31M -$77.7K -851 -6%
PPW
668
Parcion Private Wealth
Washington
$1.3M +$1.3M +14,268 New
CIP
669
Convergence Investment Partners
Florida
$1.29M -$1.09M -11,914 -46%
AIL
670
AGF Investments LLC
Ontario, Canada
$1.29M +$763K +8,360 +144%
Caisse de Depot et Placement du Quebec (CDPQ)
671
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.29M -$6.08M -66,619 -82%
FI
672
FormulaFolio Investments
Michigan
$1.28M -$21.1K -231 -2%
WA
673
WealthTrust Axiom
Pennsylvania
$1.28M -$13.3K -146 -1%
VFA
674
Valeo Financial Advisors
Indiana
$1.28M +$16.8K +184 +1%
GRP
675
Global Retirement Partners
California
$1.28M +$20.9K +229 +2%
25 26
27
28 29