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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 %
WHG
976
Westwood Holdings Group
Texas
$458K – – –
TA
977
Tiedemann Advisors
New York
$458K +$10.6K +110 +2%
BHBT
978
Burke & Herbert Bank & Trust
Virginia
$457K – – –
FHB
979
First Hawaiian Bank
Hawaii
$457K +$2.49K +26 +0.5%
CCM
980
Crabel Capital Management
California
$456K +$103K +1,078 +29%
BCA
981
Bray Capital Advisors
Florida
$454K +$31.4K +327 +7%
SCI
982
Stableford Capital II
Arizona
$454K +$44.6K +465 +11%
MIP
983
Marietta Investment Partners
Wisconsin
$453K – – –
AIC
984
Archer Investment Corporation
Indiana
$452K -$41.9K -437 -8%
CCM
985
Cadence Capital Management
Massachusetts
$452K -$10.8K -113 -2%
Jane Street
986
Jane Street
New York
$452K +$452K +4,714 New
VRM
987
Vectors Research Management
New York
$451K +$15.1K +157 +3%
CFN
988
Cordasco Financial Network
Florida
$451K +$18.9K +197 +4%
TIA
989
Tiemann Investment Advisors
California
$451K +$19.2K +200 +4%
BOPW
990
Brandywine Oak Private Wealth
Pennsylvania
$449K -$83.6K -873 -16%
HC
991
HNP Capital
New York
$447K +$14.9K +157 +3%
IB
992
Intrust Bank
Kansas
$447K +$24.6K +256 +6%
BFIM
993
Beese Fulmer Investment Management
Ohio
$447K +$181K +1,887 +68%
BUB
994
BBVA USA Bancshares
Texas
$446K -$48.9K -510 -10%
CB
995
Cadence Bank
Mississippi
$446K -$12.4K -129 -3%
OIA
996
OneDigital Investment Advisors
Kansas
$444K +$416K +4,342 +1,492%
CA
997
Calton & Associates
Florida
$443K +$99.4K +1,037 +29%
FAIM
998
Financial Advocates Investment Management
Washington
$439K +$120K +1,254 +38%
NAS
999
Nicolet Advisory Services
Wisconsin
$438K +$3.93K +41 +0.9%
RWA
1000
River Wealth Advisors
Pennsylvania
$438K +$14.7K +153 +3%
38 39
40
41 42