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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
901
Private Capital Group
Connecticut
$556K +$148K +1,829 +36%
TAIM
902
TD Ameritrade Investment Management
Nebraska
$554K -$58.6K -724 -10%
CT
903
Chicago Trust
Illinois
$544K -$6.63K -82 -1%
IMOV
904
Investment Management of Virginia
Virginia
$544K – – –
SPI
905
Santori & Peters Inc
Pennsylvania
$543K +$6.3K +78 +1%
SFA
906
Souders Financial Advisors
Ohio
$543K +$543K +6,719 New
DIM
907
DC Investments Management
Virginia
$539K +$64K +792 +13%
LIA
908
LBMC Investment Advisors
Tennessee
$537K – – –
VRM
909
Vectors Research Management
New York
$537K +$127K +1,573 +31%
STA
910
Summit Trail Advisors
New York
$535K +$58.9K +728 +12%
LOAME
911
Lombard Odier Asset Management (Europe)
United Kingdom
$528K -$94.7K -1,171 -15%
FRA
912
Front Row Advisors
California
$527K -$846 -10 -0.2%
Bessemer Group
913
Bessemer Group
New Jersey
$525K -$13.9M -171,445 -96%
AWM
914
Absher Wealth Management
North Carolina
$525K +$99.9K +1,235 +24%
BFM
915
Boston Financial Management
Massachusetts
$524K -$38.8K -479 -7%
BL
916
BFSG LLC
California
$518K +$54.3K +671 +12%
HCM
917
Hodges Capital Management
Texas
$516K +$19.4K +240 +4%
CA
918
Calton & Associates
Florida
$516K +$44.4K +549 +9%
GCMG
919
Gyroscope Capital Management Group
Florida
$514K +$40.4K +500 +9%
EWM
920
EPG Wealth Management
Georgia
$514K +$379K +4,686 +281%
HHAM
921
HITE Hedge Asset Management
Massachusetts
$514K +$514K +6,357 New
FFBTD
922
First Financial Bank - Trust Division
Ohio
$513K +$24.7K +305 +5%
HCM
923
Hengehold Capital Management
Ohio
$512K -$6.56K -81 -1%
CT
924
Clearstead Trust
Maine
$512K – – –
CAG
925
Crestwood Advisors Group
Massachusetts
$509K -$27.9K -345 -5%
35 36
37
38 39