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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 %
WT
676
Washington Trust
Rhode Island
$1.24M -$146K -1,553 -11%
GG
677
Gofen & Glossberg
Illinois
$1.23M +$8.34K +87 +0.7%
FC
678
Forte Capital
New York
$1.22M +$60.1K +627 +5%
PCM
679
Price Capital Management
Louisiana
$1.21M +$1.21M +12,585 New
SCM
680
Southport Capital Management
Tennessee
$1.2M +$23.3K +243 +2%
LDFR
681
Lehman & Derafelo Financial Resources
Pennsylvania
$1.2M – – –
JHCP
682
Jackson Hole Capital Partners
Oklahoma
$1.2M +$167K +1,746 +16%
MAFM
683
Mid Atlantic Financial Management
Pennsylvania
$1.2M +$300K +3,128 +33%
MHIC
684
Marble Harbor Investment Counsel
Massachusetts
$1.19M -$28.8K -300 -2%
CPIA
685
Cornell Pochily Investment Advisors
New York
$1.19M +$575 +6 +0%
SLF
686
Sun Life Financial
Ontario, Canada
$1.18M +$555K +5,793 +89%
FANJ
687
Financial Architects (New Jersey)
New Jersey
$1.18M +$8.44K +88 +0.7%
IC
688
InterOcean Capital
Illinois
$1.17M +$2.01K +21 +0.2%
EWM
689
Evermay Wealth Management
Virginia
$1.17M +$11.8K +123 +1%
FT
690
Fiduciary Trust
Massachusetts
$1.16M +$25.8K +269 +2%
TRCT
691
Tower Research Capital (TRC)
New York
$1.16M -$664K -6,927 -36%
RM
692
Resource Management
Louisiana
$1.16M -$26.6K -278 -2%
AT
693
Arden Trust
Delaware
$1.16M -$16.9K -176 -1%
RB
694
Rodgers Brothers
Pennsylvania
$1.14M -$175K -1,823 -13%
CCM
695
Covington Capital Management
California
$1.14M +$59.6K +622 +6%
EH
696
Employers Holdings
Nevada
$1.14M +$1M +10,475 +756%
FTIOP
697
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.14M -$96 -1 -0%
SBWM
698
Sunflower Bank Wealth Management
Arizona
$1.14M +$18.2K +190 +2%
HBT
699
Hills Bank & Trust
Iowa
$1.12M +$14.4K +150 +1%
MCM
700
Mitchell Capital Management
Kansas
$1.12M -$289K -3,015 -21%
26 27
28
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