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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 %
SXL
851
Summit X LLC
Missouri
$699K -$40.3K -418 -5%
CCA
852
Checchi Capital Advisers
California
$698K -$2.97K -31 -0.4%
FG
853
Fiduciary Group
Georgia
$695K -$37.4K -390 -5%
FFS
854
Founders Financial Securities
Maryland
$692K +$30.5K +318 +5%
NL
855
NVWM LLC
Pennsylvania
$692K +$61.1K +638 +10%
FNBOSM
856
First National Bank of South Miami
Florida
$691K +$10.6K +114 +2%
CK
857
Cohen Klingenstein
New York
$690K – – –
EWA
858
ERTS Wealth Advisors
Michigan
$687K +$6.23K +65 +0.9%
MSS
859
Mitchell Sinkler & Starr
Pennsylvania
$685K +$19.2K +200 +3%
SFA
860
Sequoia Financial Advisors
Ohio
$668K -$28.2K -294 -4%
KIA
861
KCM Investment Advisors
California
$668K – – –
MSA
862
Marino Stram & Associates
Massachusetts
$667K +$24.7K +257 +4%
BFM
863
Boston Financial Management
Massachusetts
$667K +$160K +1,666 +32%
SFG
864
Summit Financial Group
West Virginia
$663K -$289K -3,012 -30%
FMW
865
Farr Miller & Washington
District of Columbia
$661K +$55.3K +577 +9%
BAS
866
Brown Advisory Securities
Maryland
$659K -$106K -1,113 -14%
DP
867
Dearborn Partners
Illinois
$654K +$479 +5 +0.1%
APG
868
Abacus Planning Group
South Carolina
$654K +$61K +636 +10%
CT
869
Chicago Trust
Illinois
$648K +$9.59K +100 +2%
BIM
870
Bridges Investment Management
Nebraska
$643K – – –
FWP
871
FAS Wealth Partners
Kansas
$643K +$8.34K +87 +1%
PMFA
872
Plante Moran Financial Advisors
Michigan
$640K +$69.5K +725 +12%
GSBTD
873
Glenview State Bank Trust Department
Illinois
$639K +$99K +1,032 +18%
LIA
874
LBMC Investment Advisors
Tennessee
$637K -$39.5K -412 -6%
AWA
875
Arete Wealth Advisors
Illinois
$636K -$13.7K -143 -2%
33 34
35
36 37