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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 %
CC
801
Chicago Capital
Illinois
$806K -$22.3K -233 -3%
AFG
802
Albion Financial Group
Utah
$802K -$28.8K -300 -3%
First Manhattan
803
First Manhattan
New York
$799K -$112K -1,174 -12%
BAMF
804
BI Asset Management Fondsmaeglerselskab
Denmark
$796K +$796K +8,308 New
RIA
805
Realta Investment Advisors
Delaware
$790K -$239K -2,494 -23%
AB
806
Atlas Brown
Kentucky
$789K -$86.4K -901 -10%
SWM
807
SeaCrest Wealth Management
New York
$787K +$10.3K +107 +1%
TW
808
Transform Wealth
Colorado
$786K +$28.8K +300 +4%
OIA
809
Optimum Investment Advisors
Illinois
$784K +$22.3K +233 +3%
HSA
810
HBK Sorce Advisory
Pennsylvania
$780K -$87.6K -914 -10%
NFG
811
Next Financial Group
Texas
$775K +$81.2K +847 +12%
PCM
812
Princeton Capital Management
New Jersey
$771K – – –
FWM
813
Frontier Wealth Management
Missouri
$771K +$47.9K +500 +7%
BWM
814
Buckley Wealth Management
Nevada
$768K -$96.9K -1,011 -11%
FFC
815
First Financial Corp
Indiana
$767K -$9.68K -101 -1%
Susquehanna International Group
816
Susquehanna International Group
Pennsylvania
$765K -$1.83M -19,091 -71%
PP
817
Prudential plc
United Kingdom
$763K -$56.3K -587 -7%
CCP
818
Corient Capital Partners
California
$761K +$48K +501 +7%
CQS
819
Credential Qtrade Securities
$761K -$39.8K -415 -5%
WPC
820
Waters Parkerson & Co
Louisiana
$760K +$21.3K +222 +3%
CPSAC
821
Chas P. Smith & Associates (CPS)
Florida
$759K -$8.92K -93 -1%
PA
822
Parallel Advisors
California
$758K +$52.6K +548 +7%
BHIA
823
Birch Hill Investment Advisors
Massachusetts
$756K – – –
EFSCE
824
Enterprise Financial Services Corp (EFSC)
Missouri
$756K +$5.95K +62 +0.8%
NSB
825
Norway Savings Bank
Maine
$754K +$48.4K +505 +7%
31 32
33
34 35