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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 %
VWA
976
V Wealth Advisors
Kansas
$303K +$8.14K +102 +3%
MMG
977
Monetary Management Group
Missouri
$301K -$120K -1,500 -29%
MA
978
MCF Advisors
Kentucky
$301K -$7.13K -89 -2%
MYIA
979
Mount Yale Investment Advisors
Colorado
$301K +$6.77K +80 +2%
WA1
980
Wimmer Associates 1
California
$299K -$9.6K -120 -3%
HL
981
HeadInvest LLC
Maine
$298K – – –
EGA
982
Eagle Global Advisors
Texas
$298K – – –
KFC
983
Klingenstein Fields & Co
New York
$297K – – –
ACP
984
Aviance Capital Partners
Florida
$297K +$93.3K +1,167 +46%
FQ
985
First Quadrant
California
$296K – – –
CFD
986
Creative Financial Designs
Indiana
$296K +$123K +1,537 +71%
STA
987
Summit Trail Advisors
New York
$293K +$15.7K +197 +6%
CG
988
CFO4Life Group
Texas
$292K -$103K -1,292 -26%
Bessemer Group
989
Bessemer Group
New Jersey
$291K -$3.92K -49 -1%
AB
990
AT Bancorp
Iowa
$291K – – –
DAC
991
Dividend Assets Capital
South Carolina
$291K +$33K +412 +13%
RC
992
RBO & Co
California
$288K – – –
HA
993
Halsey Associates
Connecticut
$287K – – –
KPCM
994
Kings Point Capital Management
New York
$287K – – –
WP
995
WMS Partners
Maryland
$286K – – –
KFGK
996
Keystone Financial Group (Kentucky)
Kentucky
$285K -$27.9K -350 -9%
MCWS
997
McKinley Carter Wealth Services
West Virginia
$285K +$3.68K +46 +1%
BDF
998
Balasa Dinverno & Foltz
$285K +$12.9K +161 +5%
HCA
999
Horan Capital Advisors
Ohio
$283K -$22K -275 -7%
CC
1000
Cadinha & Co
Hawaii
$282K -$11.3K -141 -4%
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40
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