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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 %
FNBOSM
876
First National Bank of South Miami
Florida
$684K +$5.01K +55 +0.7%
IWA
877
Intercontinental Wealth Advisors
Texas
$678K -$847K -8,715 -56%
PA
878
Parallel Advisors
California
$677K -$44K -482 -6%
DOA
879
D'Orazio & Associates
Virginia
$673K +$5.38K +59 +0.8%
CCM
880
Compton Capital Management
Rhode Island
$672K – – –
SFSG
881
Stearns Financial Services Group
North Carolina
$670K +$152K +1,668 +29%
SXL
882
Summit X LLC
Missouri
$669K +$10.4K +115 +2%
PP
883
Parplus Partners
New York
$669K +$669K +7,338 New
OPA
884
Old Port Advisors
Maine
$667K -$11.8K -130 -2%
NL
885
NVWM LLC
Pennsylvania
$667K +$8.48K +93 +1%
EWA
886
ERTS Wealth Advisors
Michigan
$662K +$7.94K +87 +1%
FFS
887
Founders Financial Securities
Maryland
$661K +$1.92K +21 +0.3%
AWA
888
Arete Wealth Advisors
Illinois
$661K +$56.6K +622 +9%
OC
889
Oakworth Capital
Alabama
$658K +$125K +1,389 +24%
TW
890
Transform Wealth
Colorado
$657K -$91.3K -1,000 -12%
CK
891
Cohen Klingenstein
New York
$657K – – –
Rafferty Asset Management
892
Rafferty Asset Management
New York
$655K -$256K -2,803 -28%
EFSCE
893
Enterprise Financial Services Corp (EFSC)
Missouri
$654K -$64.7K -709 -9%
MSS
894
Mitchell Sinkler & Starr
Pennsylvania
$652K – – –
BAS
895
Brown Advisory Securities
Maryland
$647K +$22.3K +246 +4%
OL
896
Optas LLC
Texas
$644K +$644K +7,075 New
VAM
897
Verity Asset Management
North Carolina
$643K -$29.2K -320 -4%
WAM
898
Wealthspire Advisors (Maryland)
Maryland
$642K +$45.2K +495 +8%
HFG
899
Heron Financial Group
New York
$641K +$641K +6,610 New
PHK
900
Point72 Hong Kong
Hong Kong
$637K -$78.7K -863 -11%
34 35
36
37 38