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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 %
EPWM
976
Essex Private Wealth Management
Massachusetts
$531K +$531K +5,822 New
PIMG
977
Patriot Investment Management Group
Tennessee
$528K -$9.84K -108 -2%
WIC
978
Wilkins Investment Counsel
Massachusetts
$525K – – –
TC
979
TownSquare Capital
Utah
$524K -$39.9K -438 -7%
FBC
980
Fairfield, Bush & Co
Connecticut
$524K -$8.02K -88 -2%
CCM
981
Crabel Capital Management
California
$524K +$90.3K +990 +21%
WSC
982
Wellington Shields & Co
New York
$524K +$524K +5,747 New
BCP
983
Berkeley Capital Partners
Georgia
$523K +$8.12K +89 +2%
BL
984
BFSG LLC
California
$523K +$281K +3,075 +116%
ODCM
985
Old Dominion Capital Management
Virginia
$522K -$9.13K -100 -2%
ACM
986
Anfield Capital Management
California
$522K +$522K +5,371 New
CC
987
Centiva Capital
New York
$521K -$2.12M -23,188 -80%
MGWM
988
Marks Group Wealth Management
Minnesota
$520K +$520K +5,706 New
CS
989
Capital Square
Tennessee
$520K +$520K +5,708 New
LNB
990
Ledyard National Bank
$518K +$39.6K +433 +8%
BHWM
991
Bar Harbor Wealth Management
New Hampshire
$513K -$28.6K -314 -5%
CFN
992
Cordasco Financial Network
Florida
$512K +$82.7K +907 +19%
WG
993
Watchman Group
Texas
$510K +$510K +5,591 New
SG
994
StoneX Group
New York
$506K +$123K +1,350 +32%
AWM
995
Absher Wealth Management
North Carolina
$506K +$506K +5,254 New
LS
996
Livforsakringsbolaget Skandia
Sweden
$499K -$274K -3,000 -35%
TLP
997
Trinity Legacy Partners
Texas
$499K +$85K +937 +21%
RT
998
Rockland Trust
Massachusetts
$496K -$25.1K -275 -5%
NFG
999
Next Financial Group
Texas
$494K -$244K -2,673 -33%
OIA
1000
OneDigital Investment Advisors
Kansas
$493K +$70.3K +770 +17%
38 39
40
41 42