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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 %
SC
701
Savant Capital
Illinois
$1.12M -$34.3K -358 -3%
SFS
702
Sowell Financial Services
Arkansas
$1.12M +$1.12M +11,629 New
GLA
703
Great Lakes Advisors
Illinois
$1.11M +$1.11M +11,553 New
NGA
704
Naples Global Advisors
Florida
$1.1M +$48.9K +510 +5%
DFA
705
Delta Financial Advisors
Louisiana
$1.1M +$1.53K +16 +0.1%
TYCC
706
Texas Yale Capital Corp
Florida
$1.09M -$61.1K -637 -5%
PIA
707
Piedmont Investment Advisors
North Carolina
$1.09M +$53.7K +560 +5%
EWA
708
EP Wealth Advisors
California
$1.08M -$42.3K -441 -4%
WGA
709
Weather Gauge Advisory
Virginia
$1.08M -$31.5K -329 -3%
HB
710
Homrich & Berg
Georgia
$1.08M -$41.5K -433 -4%
CI
711
Conning Inc
Connecticut
$1.08M -$34.2K -357 -3%
IRF
712
IBM Retirement Fund
New York
$1.07M -$11.5K -120 -1%
GCM
713
Gables Capital Management
Florida
$1.07M +$141K +1,460 +15%
AIA
714
Arbor Investment Advisors
North Carolina
$1.06M +$575 +6 +0.1%
DCM
715
Donaldson Capital Management
Indiana
$1.06M +$169K +1,767 +19%
CAC
716
Certified Advisory Corp
Florida
$1.06M -$45K -469 -4%
SNT
717
Security National Trust
West Virginia
$1.05M -$8.72K -91 -0.8%
OAM
718
Oppenheimer Asset Management
New York
$1.05M -$80.9K -844 -7%
CC
719
ClearArc Capital
Ohio
$1.05M +$10.4K +108 +1%
LWAC
720
Laurel Wealth Advisors (California)
California
$1.05M +$53.5K +558 +5%
FNBTCON
721
First National Bank & Trust Co of Newtown
Pennsylvania
$1.04M -$320K -3,340 -23%
HAG
722
HighPoint Advisor Group
Illinois
$1.04M +$16K +178 +2%
KMWM
723
Keudell/Morrison Wealth Management
Oregon
$1.04M +$15.2K +159 +1%
VCM
724
Violich Capital Management
California
$1.04M -$12.6K -131 -1%
HT
725
HAP Trading
New York
$1.03M +$1.03M +10,772 New
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