DUK icon

Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
851
Duncker Streett & Co
Missouri
$675K +$29.1K +323 +5%
Two Sigma Advisers
852
Two Sigma Advisers
New York
$675K +$675K +7,500 New
FNBOSM
853
First National Bank of South Miami
Florida
$673K +$35.8K +398 +6%
RWA
854
Ropes Wealth Advisors
Massachusetts
$668K +$6.75K +75 +1%
PA
855
Parallel Advisors
California
$665K +$18K +200 +3%
TA
856
TCG Advisors
Texas
$663K +$88K +979 +15%
FWM
857
Frontier Wealth Management
Missouri
$662K -$19.4K -216 -3%
MWVC
858
Morgens Waterfall Vintiadis & Co
New York
$662K +$662K +7,360 New
BIAS
859
Beacon Investment Advisory Services
New Jersey
$661K -$22.1K -245 -3%
LOAME
860
Lombard Odier Asset Management (Europe)
United Kingdom
$658K – – –
LMAM
861
Legg Mason Asset Management
Japan
$657K -$81K -900 -11%
CCA
862
Checchi Capital Advisers
California
$657K -$25.2K -280 -4%
DIM
863
DC Investments Management
Virginia
$655K – – –
LS
864
Livforsakringsbolaget Skandia
Sweden
$654K -$648K -7,200 -50%
EWA
865
ERTS Wealth Advisors
Michigan
$653K +$45.5K +505 +7%
HCM
866
Hodges Capital Management
Texas
$650K +$1.62K +18 +0.2%
DP
867
Dearborn Partners
Illinois
$649K -$66.9K -744 -9%
CK
868
Cohen Klingenstein
New York
$648K – – –
EWF
869
Epstein & White Financial
California
$645K +$235K +2,632 +57%
NIPH
870
NN Investment Partners Holdings
Netherlands
$637K +$85.4K +950 +15%
LIA
871
LBMC Investment Advisors
Tennessee
$635K -$60.9K -677 -9%
TA
872
Tiedemann Advisors
New York
$635K -$2.52K -28 -0.4%
SFA
873
Sequoia Financial Advisors
Ohio
$634K +$120K +1,331 +23%
FIM
874
Freedom Investment Management
Connecticut
$632K +$104K +1,156 +20%
GI
875
Gradient Investments
Minnesota
$629K +$151K +1,679 +32%
33 34
35
36 37