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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 %
LC
776
LCNB Corp
Ohio
$879K +$134K +1,402 +18%
SFM
777
Signet Financial Management
New Jersey
$873K – – –
WIC
778
Whitegate Investment Counselors
New Hampshire
$872K -$16K -167 -2%
GT
779
Greenleaf Trust
Michigan
$872K +$130K +1,354 +17%
DAM
780
Doheny Asset Management
California
$870K -$35.1K -366 -4%
IWM
781
IHT Wealth Management
Illinois
$862K +$297K +3,100 +53%
CICI
782
Capital Investment Counsel Inc
North Carolina
$861K -$32.8K -342 -4%
PSUF
783
People's United Financial
Connecticut
$851K -$80.1K -835 -9%
ACA
784
Aptus Capital Advisors
Alabama
$848K +$309K +3,225 +57%
BCM
785
BTR Capital Management
California
$847K -$18.2K -190 -2%
ACS
786
Archford Capital Strategies
Illinois
$845K -$283K -2,954 -25%
MCM
787
Mork Capital Management
California
$844K – – –
AWCI
788
Alpine Woods Capital Investors
New York
$844K +$67.1K +700 +9%
BSA
789
Bull Street Advisors
Georgia
$844K +$844K +8,809 New
BOTW
790
Bank of the West
California
$838K +$37K +386 +5%
LMAM
791
Legg Mason Asset Management
Japan
$831K +$117K +1,220 +16%
ACA
792
Atlas Capital Advisors
Wyoming
$829K -$625K -6,520 -43%
LFA
793
Legacy Financial Advisors
Kentucky
$827K -$575 -6 -0.1%
LNWWM
794
Laird Norton Wetherby Wealth Management
California
$819K +$98.5K +1,027 +14%
FIM
795
Fruth Investment Management
Texas
$817K -$6.32K -66 -0.8%
SSB
796
Sandy Spring Bank
Maryland
$816K – – –
B
797
Bellecapital
Switzerland
$814K +$4.12K +43 +0.5%
LS
798
Livforsakringsbolaget Skandia
Sweden
$812K +$47.9K +500 +6%
AW
799
ACG Wealth
Georgia
$808K -$118K -1,234 -13%
HA
800
Hamel Associates
New Jersey
$808K – – –
30 31
32
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