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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 %
SACTSONJ
951
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$547K – – –
Fisher Asset Management
952
Fisher Asset Management
Washington
$547K +$83.3K +914 +18%
EB
953
Eastern Bank
Massachusetts
$546K -$162K -1,780 -23%
ESB
954
Essex Savings Bank
Connecticut
$546K – – –
BAM
955
Blueshift Asset Management
New Jersey
$545K -$743K -8,144 -58%
CAG
956
Csenge Advisory Group
Florida
$543K -$35.2K -386 -6%
WP
957
WealthShield Partners
North Carolina
$543K -$18.3K -200 -3%
SWM
958
Stockman Wealth Management
Montana
$543K +$182 +2 +0%
FBB
959
Fulton Breakefield Broenniman
Maryland
$543K +$7.66K +84 +1%
MFP
960
Meridian Financial Partners
Virginia
$543K +$8.49K +94 +2%
SIA
961
Strategic Investment Advisors
Michigan
$542K +$16.3K +179 +3%
SRSA
962
S.R. Schill & Associates
Washington
$540K – – –
DWT
963
Dorsey & Whitney Trust
South Dakota
$540K +$7.02K +77 +1%
Luther King Capital Management (LKCM)
964
Luther King Capital Management (LKCM)
Texas
$540K +$60.7K +666 +13%
CAI
965
Capital Advisors Inc
Oklahoma
$538K -$54.8K -601 -9%
FIM
966
Freedom Investment Management
Connecticut
$537K -$29.9K -328 -5%
VWA
967
V Wealth Advisors
Kansas
$537K – – –
DIM
968
DC Investments Management
Virginia
$536K -$24K -263 -4%
TF
969
TLWM Financial
Texas
$536K -$2.45K -27 -0.5%
SGK
970
Steigerwald Gordon & Koch
Virginia
$536K +$135K +1,479 +34%
STA
971
Summit Trail Advisors
New York
$536K +$536K +5,882 New
GCMG
972
Gyroscope Capital Management Group
Florida
$534K +$66.8K +733 +14%
PA
973
PSI Advisors
Florida
$533K +$533K +5,844 New
CA
974
Calton & Associates
Florida
$532K +$110K +1,211 +26%
JFGIW
975
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$531K +$31K +340 +6%
37 38
39
40 41