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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 %
IRF
751
IBM Retirement Fund
New York
$979K -$43.5K -477 -4%
CAC
752
Certified Advisory Corp
Florida
$977K -$29.1K -319 -3%
WT
753
Whittier Trust
California
$977K +$28.2K +309 +3%
TA
754
TCG Advisors
Texas
$976K +$50.8K +557 +5%
FNBTCON
755
First National Bank & Trust Co of Newtown
Pennsylvania
$974K -$18.2K -200 -2%
CAM
756
Carret Asset Management
New York
$973K – – –
BS
757
Boenning & Scattergood
Pennsylvania
$963K +$62.8K +689 +7%
BHC
758
Bowen Hanes & Co
Florida
$962K – – –
VCM
759
Violich Capital Management
California
$959K -$27.4K -300 -3%
FPFS
760
First Personal Financial Services
North Carolina
$958K -$307K -3,369 -24%
BB
761
Busey Bank
Illinois
$957K +$23.6K +259 +3%
SNT
762
Security National Trust
West Virginia
$951K -$52.1K -571 -5%
WG
763
Welch Group
Alabama
$951K +$32.5K +356 +4%
LBD
764
Landsberg Bennett & Dubbaneh
Florida
$948K +$10.8K +119 +1%
CBN
765
Cadence Bank NA
Texas
$946K – – –
SC
766
Schulhoff & Co
Ohio
$945K +$18.2K +200 +2%
CBTWT
767
Community Bank & Trust (Waco, Texas)
Texas
$937K +$264K +2,893 +39%
EFS
768
Essex Financial Services
Connecticut
$934K +$274 +3 +0%
AIA
769
Arbor Investment Advisors
North Carolina
$928K -$83.2K -912 -8%
PPSG
770
Princeton Portfolio Strategies Group
New Jersey
$927K -$7.57K -83 -0.8%
SFM
771
Signet Financial Management
New Jersey
$926K +$16.6K +182 +2%
MIA
772
MainStreet Investment Advisors
Illinois
$922K -$56.4K -619 -6%
CAM
773
Cresset Asset Management
Illinois
$922K +$334K +3,666 +57%
EWA
774
EP Wealth Advisors
California
$917K -$111K -1,218 -11%
DBRC
775
D.B. Root & Company
Pennsylvania
$914K -$42.3K -464 -4%
29 30
31
32 33