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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 %
EM
901
Excalibur Management
Massachusetts
$635K +$635K +6,957 New
BFM
902
Boston Financial Management
Massachusetts
$634K – – –
FG
903
Fiduciary Group
Georgia
$631K -$30.4K -333 -5%
FMW
904
Farr Miller & Washington
District of Columbia
$629K – – –
ACWM
905
Adams Chetwood Wealth Management
North Carolina
$629K +$629K +6,894 New
NIT
906
NumerixS Investment Technologies
British Columbia, Canada
$629K +$629K +6,900 New
DT
907
Diversified Trust
Tennessee
$623K +$366K +4,010 +142%
CT
908
Chicago Trust
Illinois
$621K +$4.56K +50 +0.7%
APG
909
Abacus Planning Group
South Carolina
$620K -$2.65K -29 -0.4%
AWM
910
Avior Wealth Management
Nebraska
$617K +$362K +3,975 +142%
QCG
911
Quadrant Capital Group
Ohio
$616K +$207K +2,366 +51%
OPS
912
Orion Portfolio Solutions
Nebraska
$616K +$616K +6,753 New
IMOV
913
Investment Management of Virginia
Virginia
$614K -$1.11M -12,190 -64%
LCM
914
Landscape Capital Management
New Jersey
$614K +$292K +3,204 +91%
MYLI
915
Meiji Yasuda Life Insurance
Japan
$609K -$59.3K -650 -9%
GSBTD
916
Glenview State Bank Trust Department
Illinois
$608K – – –
LIA
917
LBMC Investment Advisors
Tennessee
$606K – – –
CAG
918
Crestwood Advisors Group
Massachusetts
$606K +$11.9K +130 +2%
FWP
919
FAS Wealth Partners
Kansas
$605K -$6.93K -76 -1%
SPI
920
Santori & Peters Inc
Pennsylvania
$605K +$2.82K +31 +0.5%
ACM
921
Advisors Capital Management
New Jersey
$603K +$315K +3,456 +110%
BFEC
922
Benjamin F. Edwards & Company
Missouri
$603K +$371K +4,064 +159%
RMDI
923
R.M. Davis Inc
Maine
$595K +$260K +2,852 +78%
WQ
924
Wealth Quarterback
New Jersey
$593K +$593K +9,352 New
AIM
925
Aspen Investment Management
Michigan
$593K – – –
35 36
37
38 39