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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 %
SWM
801
Segment Wealth Management
Texas
$849K +$157K +1,720 +23%
FA
802
FDx Advisors
Illinois
$846K -$89.2K -979 -10%
GT
803
Glenview Trust
Kentucky
$845K -$3.19K -35 -0.4%
ARTA
804
A.R.T. Advisors
New York
$843K +$843K +9,247 New
ACA
805
Aptus Capital Advisors
Alabama
$842K +$34.6K +379 +4%
GAM
806
GQ Asset Management
New York
$842K +$842K +9,231 New
BSA
807
Bull Street Advisors
Georgia
$841K +$37.4K +410 +5%
LC
808
LCNB Corp
Ohio
$834K -$2.37K -26 -0.3%
WIC
809
Whitegate Investment Counselors
New Hampshire
$830K – – –
DAM
810
Doheny Asset Management
California
$828K – – –
TTWM
811
TCV Trust & Wealth Management
Virginia
$827K -$155K -1,697 -16%
TFS
812
TrustCore Financial Services
Tennessee
$825K -$24.4K -267 -3%
B
813
Barings
North Carolina
$824K -$1.53M -16,800 -65%
IC
814
IEQ Capital
California
$823K +$823K +9,023 New
BWM
815
Buckley Wealth Management
Nevada
$822K +$91.2K +1,000 +12%
EGM
816
Engineers Gate Manager
New York
$818K +$818K +8,971 New
CS
817
Comerica Securities
Michigan
$807K +$89.5K +982 +12%
BCM
818
BTR Capital Management
California
$806K – – –
SWM
819
SeaCrest Wealth Management
New York
$805K +$56.1K +615 +7%
MCM
820
Mork Capital Management
California
$803K – – –
CAM
821
Centre Asset Management
New York
$798K -$134K -1,470 -14%
CICI
822
Capital Investment Counsel Inc
North Carolina
$798K -$20.7K -227 -3%
Capstone Investment Advisors
823
Capstone Investment Advisors
New York
$797K +$797K +8,741 New
OI
824
Oakbrook Investments
Illinois
$796K -$999K -10,960 -56%
WCA
825
Westover Capital Advisors
Delaware
$790K +$350K +3,838 +80%
31 32
33
34 35