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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 %
CFGS
701
Concourse Financial Group Securities
Alabama
$1.16M +$845K +9,259 +267%
FMBTD
702
First Midwest Bank Trust Division
Illinois
$1.16M -$49.2K -540 -4%
GG
703
Gofen & Glossberg
Illinois
$1.16M -$15.6K -171 -1%
MS
704
Madden Securities
Texas
$1.16M +$1.16M +12,710 New
S
705
SignatureFD
Georgia
$1.16M +$212K +2,329 +23%
SCM
706
Southport Capital Management
Tennessee
$1.15M +$4.29K +47 +0.4%
HPC
707
HM Payson & Co
Maine
$1.15M -$202K -2,212 -15%
LDFR
708
Lehman & Derafelo Financial Resources
Pennsylvania
$1.14M – – –
CSS
709
Cubist Systematic Strategies
Connecticut
$1.14M +$957K +10,485 +522%
ONB
710
Old National Bancorp
Indiana
$1.14M -$136K -1,491 -11%
FANJ
711
Financial Architects (New Jersey)
New Jersey
$1.13M +$10.2K +112 +0.9%
MAFM
712
Mid Atlantic Financial Management
Pennsylvania
$1.12M -$18.2K -200 -2%
RM
713
Resource Management
Louisiana
$1.12M +$19.4K +213 +2%
IC
714
InterOcean Capital
Illinois
$1.12M – – –
FT
715
Fiduciary Trust
Massachusetts
$1.11M – – –
HAG
716
HighPoint Advisor Group
Illinois
$1.11M +$10.3K +109 +0.9%
HB
717
Homrich & Berg
Georgia
$1.1M +$79.6K +873 +8%
TNB
718
TCF National Bank
South Dakota
$1.1M -$107K -1,170 -9%
CPIA
719
Cornell Pochily Investment Advisors
New York
$1.09M -$35.2K -386 -3%
SC
720
Sawyer & Company
Massachusetts
$1.09M +$214K +2,345 +24%
EH
721
Employers Holdings
Nevada
$1.08M – – –
RB
722
Rodgers Brothers
Pennsylvania
$1.08M -$11.8K -129 -1%
MCM
723
Mitchell Capital Management
Kansas
$1.08M +$10.6K +116 +1%
SC
724
Savant Capital
Illinois
$1.08M +$13.2K +145 +1%
GCM
725
Gables Capital Management
Florida
$1.06M +$43.8K +480 +4%
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