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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 %
B
951
Bailard
California
$499K – – –
WDA
952
Wendell David Associates
New Hampshire
$497K – – –
Qube Research & Technologies (QRT)
953
Qube Research & Technologies (QRT)
United Kingdom
$496K +$65.3K +682 +15%
BFC
954
Blue Fin Capital
Rhode Island
$495K – – –
BBL
955
Beck Bode LLC
Massachusetts
$494K -$57.1K -595 -10%
GP
956
Girard Partners
Pennsylvania
$493K -$54.4K -568 -10%
RWA
957
Ropes Wealth Advisors
Massachusetts
$490K -$205K -2,135 -29%
SIC
958
Sigma Investment Counselors
Michigan
$489K +$47.1K +492 +11%
ADL
959
Asset Dedication LLC
California
$487K -$4.33K -45 -0.9%
Fisher Asset Management
960
Fisher Asset Management
Washington
$487K +$71.4K +746 +17%
GCMG
961
Gyroscope Capital Management Group
Florida
$487K +$77.9K +820 +19%
LCM
962
LVM Capital Management
Michigan
$485K -$19.4K -202 -4%
PCS
963
Personal CFO Solutions
New Jersey
$482K +$482K +5,030 New
QCIG
964
Quad-Cities Investment Group
Iowa
$481K -$18.8K -196 -4%
CFS
965
Cannon Financial Strategists
Georgia
$480K – – –
ACM
966
Alethea Capital Management
Washington
$479K -$1.05M -10,931 -69%
HSA
967
Hussman Strategic Advisors
Maryland
$479K -$415K -4,333 -46%
RG
968
Rikoon Group
New Mexico
$478K +$14.7K +153 +3%
MA
969
MONECO Advisors
Connecticut
$472K +$671 +7 +0.1%
AA
970
Ancora Advisors
Ohio
$471K +$31.4K +327 +7%
C
971
Cerebellum
California
$471K +$94.4K +985 +25%
AG
972
AlphaSimPlex Group
Massachusetts
$468K -$129K -1,347 -22%
NB
973
NBT Bank
New York
$465K -$3.16K -33 -0.7%
ACI
974
Alpha Cubed Investments
California
$462K -$183K -1,912 -28%
WCA
975
Westover Capital Advisors
Delaware
$462K +$462K +4,823 New
37 38
39
40 41