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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 %
AIP
776
ARS Investment Partners
New York
$909K +$1.64K +18 +0.2%
PSUF
777
People's United Financial
Connecticut
$901K +$91.2K +999 +11%
PCM
778
Parsons Capital Management
Rhode Island
$899K – – –
IBOK
779
Independence Bank of Kentucky
Kentucky
$896K +$189K +2,078 +27%
NB
780
Northwest Bancshares
Pennsylvania
$895K -$41.7K -457 -4%
VCAM
781
Van Cleef Asset Management
Ohio
$892K -$4.92K -54 -0.5%
OPCM
782
Osborne Partners Capital Management
California
$888K +$4.11K +45 +0.5%
NP
783
NorthRock Partners
Minnesota
$886K +$674K +7,388 +318%
EGA
784
E&G Advisors
Texas
$885K -$18.2K -200 -2%
DAS
785
Dynamic Advisor Solutions
Arizona
$885K +$510K +5,594 +136%
CWC
786
Carolinas Wealth Consulting
North Carolina
$883K +$883K +9,773 New
9WM
787
9258 Wealth Management
Ohio
$881K +$881K +9,658 New
FFN
788
Focus Financial Network
Minnesota
$880K +$198K +2,173 +29%
MRCM
789
M&R Capital Management
New Jersey
$879K -$6.83K -75 -0.8%
CTA
790
Chesley Taft & Associates
Illinois
$879K +$4.56K +50 +0.5%
AB
791
Atlas Brown
Kentucky
$878K +$128K +1,401 +17%
IWM
792
IHT Wealth Management
Illinois
$877K +$56.1K +615 +7%
WJWM
793
Williams Jones Wealth Management
New York
$875K +$28.6K +314 +3%
DWM
794
Doyle Wealth Management
Florida
$872K -$25.7K -282 -3%
B
795
Bellecapital
Switzerland
$872K +$97K +1,063 +13%
NSB
796
Norway Savings Bank
Maine
$865K +$147K +1,615 +21%
LWAC
797
Laurel Wealth Advisors (California)
California
$862K -$133K -1,458 -13%
FNC
798
First National Corp
Massachusetts
$861K +$10K +110 +1%
LMAM
799
Legg Mason Asset Management
Japan
$851K +$67.8K +750 +9%
CB
800
CNB Bank
Pennsylvania
$849K +$4.38K +48 +0.5%
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