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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 %
TBA
951
Tower Bridge Advisors
Pennsylvania
$326K -$34.6K -433 -10%
EFSCE
952
Enterprise Financial Services Corp (EFSC)
Missouri
$324K +$6.23K +78 +2%
CA
953
Crewe Advisors
Utah
$324K +$9.29K +116 +3%
Acadian Asset Management
954
Acadian Asset Management
Massachusetts
$324K +$254K +3,172 +363%
RMAM
955
Raab & Moskowitz Asset Management
New Jersey
$321K – – –
HWA
956
Heritage Wealth Advisors
Virginia
$321K – – –
MCM
957
McMillion Capital Management
North Carolina
$320K -$7.67K -96 -2%
MAM
958
Morse Asset Management
Connecticut
$320K – – –
CFGS
959
Concourse Financial Group Securities
Alabama
$320K +$320K +4,002 New
JA
960
JOYN Advisors
Georgia
$319K +$5.53K +69 +2%
HKIM
961
Hayek Kallen Investment Management
Alabama
$318K +$1.68K +21 +0.5%
SFM
962
Signature Financial Management
Virginia
$317K +$13.3K +166 +4%
FFA
963
First Foundation Advisors
California
$317K +$20.6K +258 +7%
CCA
964
Cobblestone Capital Advisors
New York
$315K -$4K -50 -1%
OCG
965
Opus Capital Group
Ohio
$314K +$1.04K +13 +0.3%
FMWA
966
Forvis Mazars Wealth Advisors
Missouri
$313K +$102K +1,275 +48%
CT
967
Coastline Trust
Rhode Island
$312K -$123K -1,535 -28%
M
968
MOTCO
Texas
$312K +$16.6K +207 +6%
VFP
969
Verus Financial Partners
Virginia
$312K +$78.3K +980 +34%
IFAM
970
Institutional & Family Asset Management
Colorado
$311K – – –
DWM
971
Destination Wealth Management
California
$310K -$56.6K -706 -15%
CSM
972
CAMG Solamere Management
North Carolina
$308K -$97.9K -1,231 -24%
IAMOG
973
Investors Asset Management of Georgia
Georgia
$307K -$79.9K -1,000 -21%
OC
974
Oarsman Capital
Wisconsin
$307K +$880 +11 +0.3%
CAM
975
Centre Asset Management
New York
$305K +$305K +3,810 New
37 38
39
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