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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 %
TTWM
726
TCV Trust & Wealth Management
Virginia
$1.03M -$42.2K -440 -4%
MIA
727
MainStreet Investment Advisors
Illinois
$1.03M -$390K -4,077 -28%
1SB
728
1ST Source Bank
Indiana
$1.03M +$10.9K +114 +1%
CAM
729
Carret Asset Management
New York
$1.02M +$54.5K +569 +6%
BHC
730
Bowen Hanes & Co
Florida
$1.01M – – –
DBRC
731
D.B. Root & Company
Pennsylvania
$1.01M +$28.4K +296 +3%
WT
732
Whittier Trust
California
$997K -$219K -2,286 -18%
CBN
733
Cadence Bank NA
Texas
$995K +$11.2K +117 +1%
LBD
734
Landsberg Bennett & Dubbaneh
Florida
$993K +$8.28K +86 +0.8%
S
735
SignatureFD
Georgia
$991K +$124K +1,297 +14%
HI
736
Horizon Investments
North Carolina
$988K +$18.6K +196 +2%
QT
737
Quantamental Technologies
New York
$985K +$985K +10,279 New
NB
738
Northwest Bancshares
Pennsylvania
$984K -$52K -543 -5%
FA
739
FDx Advisors
Illinois
$983K -$3.68M -38,426 -79%
PPSG
740
Princeton Portfolio Strategies Group
New Jersey
$982K – – –
EFS
741
Essex Financial Services
Connecticut
$981K -$3.64K -38 -0.4%
BB
742
Busey Bank
Illinois
$981K +$355K +3,699 +57%
MERSOM
743
Municipal Employees' Retirement System of Michigan
Michigan
$980K +$14.4K +150 +1%
CAM
744
Centre Asset Management
New York
$980K +$669K +6,979 +215%
SC
745
Schulhoff & Co
Ohio
$974K +$28.7K +300 +3%
TA
746
TCG Advisors
Texas
$972K +$234K +2,441 +32%
WA
747
WBH Advisory
Maryland
$967K +$102K +1,069 +12%
WG
748
Welch Group
Alabama
$965K +$2.3K +24 +0.2%
ANRIA
749
American National Registered Investment Advisor
Texas
$960K – – –
TNBTD
750
Trustmark National Bank Trust Department
Mississippi
$958K +$163K +1,705 +21%
28 29
30
31 32