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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 %
FFC
851
First Financial Corp
Indiana
$730K +$547 +6 +0.1%
PCM
852
Pentwater Capital Management
Florida
$730K +$730K +8,000 New
CQS
853
Credential Qtrade Securities
$728K +$4.2K +46 +0.6%
VIA
854
Vident Investment Advisory
Georgia
$727K -$129K -1,414 -15%
LNWWM
855
Laird Norton Wetherby Wealth Management
California
$727K -$51.9K -569 -7%
SLF
856
Sun Life Financial
Ontario, Canada
$724K -$400K -4,389 -36%
BHIA
857
Birch Hill Investment Advisors
Massachusetts
$719K – – –
BRM
858
Boston Research & Management
Massachusetts
$716K – – –
CPSAC
859
Chas P. Smith & Associates (CPS)
Florida
$715K -$6.47K -71 -0.9%
AWCI
860
Alpine Woods Capital Investors
New York
$713K -$89.6K -982 -11%
RIA
861
Realta Investment Advisors
Delaware
$713K -$11.1K -126 -2%
CC
862
ClearArc Capital
Ohio
$710K -$292K -3,194 -29%
DSC
863
Duncker Streett & Co
Missouri
$709K +$29.9K +328 +4%
SFG
864
Summit Financial Group
West Virginia
$708K +$77.8K +853 +12%
Edgewood Management
865
Edgewood Management
Connecticut
$706K +$508K +5,564 +256%
BSW
866
Buckingham Strategic Wealth
Missouri
$704K +$183K +2,003 +35%
FWM
867
Frontier Wealth Management
Missouri
$702K -$31.7K -348 -4%
LOAME
868
Lombard Odier Asset Management (Europe)
United Kingdom
$702K – – –
NICM
869
Neo Ivy Capital Management
New York
$702K +$702K +7,696 New
AW
870
ACG Wealth
Georgia
$699K -$69.8K -766 -9%
WPC
871
Waters Parkerson & Co
Louisiana
$697K -$26.3K -288 -4%
MSA
872
Marino Stram & Associates
Massachusetts
$694K +$60K +658 +9%
TAIM
873
TD Ameritrade Investment Management
Nebraska
$691K +$691K +7,573 New
FHA
874
Flagship Harbor Advisors
Massachusetts
$690K -$22.7K -249 -3%
AssetMark Inc
875
AssetMark Inc
California
$689K +$107K +1,179 +18%
33 34
35
36 37