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Duke Energy
DUK

Overview Fund Activity

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.55B
2
Bank of America
Bank of America
North Carolina
$1.04B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$640M
4
Renaissance Technologies
Renaissance Technologies
New York
$709M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.88B

Top Sellers

1
ZP
Zimmer Partners
New York
$79.5M
2
Federated Hermes
Federated Hermes
Pennsylvania
$554M
3
Franklin Resources
Franklin Resources
California
$1.07B
4
Two Sigma Investments
Two Sigma Investments
New York
$19.6M
5
Deutsche Bank
Deutsche Bank
Germany
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$55.7M -$1.1M -12,781 -2%
GIA
77
Gateway Investment Advisers
Ohio
$55.4M +$102K +1,180 +0.2%
Victory Capital Management
78
Victory Capital Management
Texas
$53.1M -$183K -2,122 -0.3%
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$51.2M +$156K +1,806 +0.3%
BL
80
BCWM LLC
Kansas
$50.8M -$2.24M -2,595 -4%
Allianz Asset Management
81
Allianz Asset Management
Germany
$48.5M -$9.35M -108,309 -16%
AQR Capital Management
82
AQR Capital Management
Connecticut
$46.5M -$8.99M -104,160 -16%
EIP
83
Energy Income Partners
Connecticut
$46.5M -$36.8M -426,166 -44%
CI
84
Cincinnati Insurance
Ohio
$45.2M – – –
SB
85
Suntrust Banks
Georgia
$44.3M +$1.71M +19,832 +4%
PCA
86
Personal Capital Advisors
California
$44.1M +$1.13M +13,138 +3%
LPL Financial
87
LPL Financial
California
$43.9M +$2.35M +27,284 +6%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$43.7M -$363K -4,209 -0.8%
H
89
Hexavest
Quebec, Canada
$43.1M +$9.8M +113,537 +29%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$41.3M -$515K -5,971 -1%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.1M +$297K +3,437 +0.7%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$40.7M -$1.2M -13,877 -3%
AIMCA
93
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.5M – – –
MIS
94
Morningstar Investment Services
Illinois
$38.3M -$3.31M -38,374 -8%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$38M +$535K +6,198 +1%
AG
96
Aperio Group
California
$37.6M +$6.31M +73,116 +20%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$37.3M -$40.1M -464,316 -52%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$36.7M -$6.62M -76,760 -15%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$36.4M +$1.08M +12,532 +3%
WRF
100
Waddell & Reed Financial
Kansas
$35.7M +$24.1M +278,800 +207%
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