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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 %
KS
901
Karpas Strategies
Connecticut
$582K – – –
FFBTD
902
First Financial Bank - Trust Division
Ohio
$580K -$25.8K -269 -4%
SACTSONJ
903
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$575K – – –
ESB
904
Essex Savings Bank
Connecticut
$574K -$319K -3,330 -36%
CAI
905
Capital Advisors Inc
Oklahoma
$574K – – –
TC
906
TownSquare Capital
Utah
$573K +$160K +1,731 +39%
SWM
907
Stockman Wealth Management
Montana
$571K +$10.2K +106 +2%
MA
908
Mutual Advisors
Nebraska
$570K +$132K +1,372 +30%
BHWM
909
Bar Harbor Wealth Management
New Hampshire
$569K +$80.9K +844 +17%
KPCM
910
Kings Point Capital Management
New York
$569K +$152K +1,584 +36%
SRSA
911
S.R. Schill & Associates
Washington
$568K -$215K -2,246 -28%
PIMG
912
Patriot Investment Management Group
Tennessee
$568K -$34.4K -358 -6%
CB
913
Community Bank
New York
$568K +$10.4K +108 +2%
TF
914
TLWM Financial
Texas
$567K -$20.1K -210 -3%
OC
915
Oakworth Capital
Alabama
$565K -$152K -1,589 -21%
FBB
916
Fulton Breakefield Broenniman
Maryland
$563K +$563K +5,874 New
DWT
917
Dorsey & Whitney Trust
South Dakota
$561K +$39.1K +408 +8%
FBC
918
Fairfield, Bush & Co
Connecticut
$560K – – –
MFP
919
Meridian Financial Partners
Virginia
$560K +$80K +845 +17%
FBT
920
First Bankers Trust
Kentucky
$558K -$8.05K -84 -1%
ODCM
921
Old Dominion Capital Management
Virginia
$558K +$9.59K +100 +2%
AIL
922
AGF Investments LLC
Ontario, Canada
$556K +$130K +1,353 +30%
WWM
923
Western Wealth Management
Colorado
$555K -$18.5M -192,287 -97%
NSIM
924
North Star Investment Management
Illinois
$555K – – –
HI
925
Hudock Inc
Pennsylvania
$554K -$56.5K -590 -9%
35 36
37
38 39