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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
801
Grimes & Company
Massachusetts
$739K +$61K +754 +9%
WIC
802
Whitegate Investment Counselors
New Hampshire
$736K – – –
CFN
803
Cordasco Financial Network
Florida
$736K +$282K +3,482 +62%
PSUF
804
People's United Financial
Connecticut
$734K -$64K -792 -8%
WCM
805
Washington Capital Management
Washington
$734K +$734K +9,075 New
B
806
Barings
North Carolina
$733K – – –
DP
807
Dearborn Partners
Illinois
$731K +$34.7K +429 +5%
NB
808
Northwest Bancshares
Pennsylvania
$717K -$76.5K -946 -10%
FA
809
FDx Advisors
Illinois
$712K -$38.1K -471 -5%
Verition Fund Management
810
Verition Fund Management
Connecticut
$711K -$9.24M -114,210 -93%
WWM
811
Willingdon Wealth Management
North Carolina
$711K -$2.26M -28,007 -76%
GT
812
Glenview Trust
Kentucky
$708K -$40.9K -506 -5%
TFS
813
TrustCore Financial Services
Tennessee
$706K -$25.6K -316 -3%
BCM
814
BTR Capital Management
California
$703K -$11.3K -140 -2%
TTWM
815
TCV Trust & Wealth Management
Virginia
$702K -$30.7K -380 -4%
CCA
816
Checchi Capital Advisers
California
$696K +$31.9K +394 +5%
CS
817
Comerica Securities
Michigan
$692K -$23.9K -295 -3%
BWM
818
Buckley Wealth Management
Nevada
$688K -$40.4K -500 -6%
TC
819
TownSquare Capital
Utah
$687K +$212K +2,563 +45%
FWM
820
Frontier Wealth Management
Missouri
$685K +$61.9K +765 +10%
CC
821
Chicago Capital
Illinois
$675K – – –
FIM
822
Fruth Investment Management
Texas
$669K -$6.38K -79 -0.9%
CSIC
823
Clifford Swan Investment Counsel
California
$666K – – –
EWA
824
ERTS Wealth Advisors
Michigan
$666K +$79K +976 +13%
OIA
825
Optimum Investment Advisors
Illinois
$663K +$405 +5 +0.1%
31 32
33
34 35