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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 %
CS
826
Comerica Securities
Michigan
$754K +$113K +1,179 +18%
BRM
827
Boston Research & Management
Massachusetts
$753K – – –
CT
828
Clearstead Trust
Maine
$753K +$17.9K +187 +2%
PHK
829
Point72 Hong Kong
Hong Kong
$752K -$1.03M -10,769 -58%
FHA
830
Flagship Harbor Advisors
Massachusetts
$748K -$26.8K -280 -3%
FQ
831
First Quadrant
California
$748K – – –
TC
832
Trilogy Capital
California
$748K +$57K +587 +8%
EB
833
Eastern Bank
Massachusetts
$746K -$2.59K -27 -0.3%
CNC
834
Citizens & Northern Corp
Pennsylvania
$745K -$18.9K -197 -2%
IBOK
835
Independence Bank of Kentucky
Kentucky
$743K +$12K +125 +2%
BI
836
Ballast Inc
Kentucky
$741K – – –
GC
837
Grimes & Company
Massachusetts
$739K +$1.15K +12 +0.2%
LOAME
838
Lombard Odier Asset Management (Europe)
United Kingdom
$738K – – –
CFD
839
Creative Financial Designs
Indiana
$738K +$45.1K +476 +7%
SWM
840
Segment Wealth Management
Texas
$727K -$31.9K -333 -4%
OPA
841
Old Port Advisors
Maine
$726K -$972 -10 -0.1%
CSIC
842
Clifford Swan Investment Counsel
California
$721K -$20.2K -211 -3%
FFN
843
Focus Financial Network
Minnesota
$717K +$41.3K +431 +6%
Capital Fund Management (CFM)
844
Capital Fund Management (CFM)
France
$715K -$14.5M -151,093 -95%
DSC
845
Duncker Streett & Co
Missouri
$713K +$2.11K +22 +0.3%
CBTWT
846
Community Bank & Trust (Waco, Texas)
Texas
$707K -$49K -511 -6%
VAM
847
Verity Asset Management
North Carolina
$707K -$24.3K -253 -3%
CCM
848
Compton Capital Management
Rhode Island
$707K – – –
DOA
849
D'Orazio & Associates
Virginia
$702K +$30.5K +318 +5%
MYLI
850
Meiji Yasuda Life Insurance
Japan
$702K +$702K +7,322 New
32 33
34
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