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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 %
WA
826
WBH Advisory
Maryland
$789K -$130K -1,432 -14%
ACA
827
Atlas Capital Advisors
Wyoming
$788K -$730 -8 -0.1%
DP
828
Dearborn Partners
Illinois
$785K +$162K +1,778 +26%
LFA
829
Legacy Financial Advisors
Kentucky
$784K -$3.29K -36 -0.4%
AFG
830
Albion Financial Group
Utah
$784K +$21.6K +237 +3%
MFG
831
MidWestOne Financial Group
Iowa
$780K -$73.3K -803 -9%
BI
832
Ballast Inc
Kentucky
$779K +$74.5K +817 +11%
JT
833
Jump Trading
Illinois
$774K +$774K +8,484 New
HA
834
Hamel Associates
New Jersey
$769K – – –
HSA
835
HBK Sorce Advisory
Pennsylvania
$765K +$22.6K +248 +3%
PCM
836
Princeton Capital Management
New Jersey
$764K -$9.63K -100 -1%
GC
837
Grimes & Company
Massachusetts
$764K +$60.7K +666 +9%
FIM
838
Fruth Investment Management
Texas
$762K -$15.2K -167 -2%
CC
839
Chicago Capital
Illinois
$762K -$5.48K -60 -0.7%
First Manhattan
840
First Manhattan
New York
$758K -$2.19K -24 -0.3%
CSIC
841
Clifford Swan Investment Counsel
California
$751K +$65.2K +715 +10%
CCA
842
Checchi Capital Advisers
California
$748K +$84K +921 +13%
OIA
843
Optimum Investment Advisors
Illinois
$747K +$456 +5 +0.1%
GT
844
Greenleaf Trust
Michigan
$743K -$87K -954 -10%
SSB
845
Sandy Spring Bank
Maryland
$743K -$34K -372 -4%
NVCHI
846
New Vernon Capital Holdings II
New Jersey
$743K +$743K +8,144 New
TC
847
Trilogy Capital
California
$742K +$46.9K +519 +7%
CCP
848
Corient Capital Partners
California
$738K +$13.5K +148 +2%
CFD
849
Creative Financial Designs
Indiana
$733K +$29.3K +324 +4%
SCM
850
Shelton Capital Management
Colorado
$731K -$834K -9,150 -53%
32 33
34
35 36