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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 %
BOTW
926
Bank of the West
California
$592K -$205K -2,246 -26%
GAMC
927
Garner Asset Management Corp
Texas
$592K +$91 +1 +0%
DJSG
928
D.J. St. Germain
Massachusetts
$591K +$184K +2,022 +45%
QP
929
Quilter Plc
United Kingdom
$590K +$590K +6,458 New
MA
930
Mutual Advisors
Nebraska
$589K +$46.4K +509 +9%
HCM
931
Hengehold Capital Management
Ohio
$584K +$13.3K +146 +2%
DFG
932
Demars Financial Group
Washington
$583K +$583K +6,395 New
FAM
933
Formidable Asset Management
Ohio
$582K +$582K +6,228 New
BIM
934
Bridges Investment Management
Nebraska
$580K -$31.9K -350 -5%
CT
935
Clearstead Trust
Maine
$578K -$139K -1,525 -19%
6M
936
6 Meridian
Kansas
$578K +$22.7K +249 +4%
CCM
937
Cadence Capital Management
Massachusetts
$577K +$147K +1,610 +34%
HI
938
Hudock Inc
Pennsylvania
$571K +$48.5K +537 +9%
PI
939
Putnam Investments
Massachusetts
$570K -$6.05M -66,258 -91%
EWF
940
Epstein & White Financial
California
$569K -$293K -3,200 -34%
FRA
941
Front Row Advisors
California
$569K -$2.28K -25 -0.4%
ACM
942
AlphaStar Capital Management
North Carolina
$567K +$81.7K +895 +17%
HCM
943
Hodges Capital Management
Texas
$560K -$7.94K -87 -1%
HKIM
944
Hayek Kallen Investment Management
Alabama
$559K +$1K +11 +0.2%
PFC
945
Phocas Financial Corp
California
$557K -$45.5K -500 -8%
ACS
946
Archford Capital Strategies
Illinois
$554K -$250K -2,743 -31%
NSIM
947
North Star Investment Management
Illinois
$554K +$25.9K +284 +5%
KS
948
Karpas Strategies
Connecticut
$553K – – –
FFBTD
949
First Financial Bank - Trust Division
Ohio
$551K -$1.37K -15 -0.2%
GVAG
950
Great Valley Advisor Group
Delaware
$548K +$23.8K +261 +5%
36 37
38
39 40