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Duke Energy
DUK

Overview Fund Activity

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$643M
2
Renaissance Technologies
Renaissance Technologies
New York
+$158M
3
O
OppenheimerFunds
New York
+$156M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$123M
5
BlackRock
BlackRock
New York
+$85.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$209M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$160M
3
Citadel Advisors
Citadel Advisors
Florida
-$156M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.4M
5
Millennium Management
Millennium Management
New York
-$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
901
Rockland Trust
Massachusetts
$373K – – –
HWM
902
Holloway Wealth Management
Florida
$373K -$366K – –
PCMC
903
Paragon Capital Management (Colorado)
Colorado
$373K – – –
CHA
904
Carmichael Hill & Associates
Maryland
$373K +$480 +6 +0.1%
LB
905
Landmark Bank
Missouri
$372K -$21.5K -269 -5%
NB
906
NBT Bank
New York
$371K -$1.04K -13 -0.3%
FHB
907
First Hawaiian Bank
Hawaii
$371K +$371K +4,640 New
CT
908
Clearstead Trust
Maine
$370K -$4K -50 -1%
B
909
Brightworth
Georgia
$370K +$53.6K +670 +17%
SWM
910
SVA Wealth Management
Wisconsin
$367K -$35.3K -441 -9%
DWT
911
Dorsey & Whitney Trust
South Dakota
$366K +$90.7K +1,132 +33%
DJSG
912
D.J. St. Germain
Massachusetts
$365K +$63.9K +799 +21%
TIA
913
Tiemann Investment Advisors
California
$360K -$4K -50 -1%
MSA
914
Marino Stram & Associates
Massachusetts
$358K -$13.2K -165 -4%
AI
915
Atria Investments
North Carolina
$358K +$50.1K +626 +16%
WTC
916
WhitTier Trust Company
Nevada
$356K – – –
VRM
917
Vectors Research Management
New York
$356K +$356K +4,461 New
KSA
918
Ken Stern & Associates
California
$355K – – –
B
919
Bailard
California
$354K – – –
CFN
920
Cordasco Financial Network
Florida
$353K -$24K -300 -6%
BCA
921
Bray Capital Advisors
Florida
$353K +$80 +1 +0%
FIM
922
Frontier Investment Management
Texas
$353K +$10.6K +133 +3%
BWA
923
BDO Wealth Advisors
Florida
$352K +$6.65K +83 +2%
B
924
Bridgeworth
Alabama
$352K +$56.1K +934 +19%
Jacobs Levy Equity Management
925
Jacobs Levy Equity Management
New Jersey
$349K +$349K +4,360 New
35 36
37
38 39