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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 %
FSA
726
Franklin Street Advisors
North Carolina
$1.06M -$143K -1,567 -12%
HIS
727
Horizon Investment Services
Indiana
$1.06M -$172K -1,883 -14%
AT
728
Arden Trust
Delaware
$1.06M -$43.2K -474 -4%
TYCC
729
Texas Yale Capital Corp
Florida
$1.06M +$16K +175 +2%
MHIC
730
Marble Harbor Investment Counsel
Massachusetts
$1.06M -$77.7K -852 -7%
OAM
731
Oppenheimer Asset Management
New York
$1.05M +$52.3K +573 +5%
SBWM
732
Sunflower Bank Wealth Management
Arizona
$1.05M -$29.6K -325 -3%
1SB
733
1ST Source Bank
Indiana
$1.05M +$73.3K +804 +8%
DFA
734
Delta Financial Advisors
Louisiana
$1.05M +$1.37K +15 +0.1%
WP
735
WealthPLAN Partners
Nebraska
$1.05M +$34.4K +351 +3%
AA
736
Argent Advisors
Louisiana
$1.04M +$1.04M +11,405 New
PCM
737
Penserra Capital Management
California
$1.03M -$1.38M -14,290 -57%
MME
738
Meag Munich Ergo
Germany
$1.03M -$3.31M -36,395 -76%
HBT
739
Hills Bank & Trust
Iowa
$1.03M -$39.9K -438 -4%
ANRIA
740
American National Registered Investment Advisor
Texas
$1.02M +$110K +1,210 +12%
WGA
741
Weather Gauge Advisory
Virginia
$1.02M -$1K -11 -0.1%
Loomis, Sayles & Company
742
Loomis, Sayles & Company
Massachusetts
$1.02M +$501K +5,495 +97%
CI
743
Conning Inc
Connecticut
$1M -$19.2K -210 -2%
NIPH
744
NN Investment Partners Holdings
Netherlands
$1M +$408K +4,475 +68%
CONA
745
Capital One National Association
New York
$1M +$1M +11,012 New
FTIOP
746
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1M -$79.7K -874 -7%
KMWM
747
Keudell/Morrison Wealth Management
Oregon
$1M +$11.9K +130 +1%
TNBTD
748
Trustmark National Bank Trust Department
Mississippi
$1M +$87.7K +961 +10%
ARMC
749
American Research & Management Company
Massachusetts
$990K -$237K -2,600 -19%
UBV
750
United Bank (Virginia)
Virginia
$980K +$88.2K +967 +10%
28 29
30
31 32