DUK icon

Duke Energy
DUK

Overview Fund Activity

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$742M
2
Renaissance Technologies
Renaissance Technologies
New York
$484M
3
O
OppenheimerFunds
New York
$275M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.36B
5
BlackRock
BlackRock
New York
$3.76B

Top Sellers

1
ZP
Zimmer Partners
New York
$286M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$154M
3
Citadel Advisors
Citadel Advisors
Florida
$96.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Millennium Management
Millennium Management
New York
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
51
Asset Management One
Japan
$102M -$1.13M -14,204 -1%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$101M +$570K +7,129 +0.6%
Barclays
53
Barclays
United Kingdom
$98.3M +$19.7M +246,387 +25%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$98.3M +$148K +1,846 +0.2%
Citadel Advisors
55
Citadel Advisors
Florida
$96.7M -$156M -1,948,750 -62%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$93.1M +$14.7M +183,665 +19%
Capital International Investors
57
Capital International Investors
California
$91.9M – – –
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$89.6M -$4.57M -57,148 -5%
APG Asset Management
59
APG Asset Management
Netherlands
$87.5M +$5.83M +84,600 +7%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$87.5M -$2.01M -25,132 -2%
AllianceBernstein
61
AllianceBernstein
Tennessee
$86.9M -$2.47M -30,904 -3%
Principal Financial Group
62
Principal Financial Group
Iowa
$82.1M +$2.1M +26,202 +3%
Stifel Financial
63
Stifel Financial
Missouri
$79.5M +$422K +5,276 +0.5%
First Trust Advisors
64
First Trust Advisors
Illinois
$78.6M +$467K +5,840 +0.6%
EIP
65
Energy Income Partners
Connecticut
$77.2M +$1.82M +22,785 +2%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$77.2M +$95.3K +1,191 +0.1%
USAA
67
United Services Automobile Association
Texas
$73.9M -$11.2M -139,623 -13%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$71.8M +$5.73M +71,613 +9%
Prudential Financial
69
Prudential Financial
New Jersey
$66.2M -$3.96M -49,432 -6%
DekaBank Deutsche Girozentrale
70
DekaBank Deutsche Girozentrale
Germany
$65.7M -$126K -1,547 -0.2%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$65.6M -$4.87M -60,846 -7%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$63.2M -$70.6M -882,538 -53%
Millennium Management
73
Millennium Management
New York
$57.7M -$81.6M -1,019,725 -59%
BCM
74
Bridgeway Capital Management
Texas
$57.1M -$2.9M -36,300 -5%
ORIO
75
Old Republic International (ORI)
Illinois
$53.9M – – –
1 2
3
4 5