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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 %
ST
1001
Sabal Trust
Florida
$489K -$108K -1,183 -18%
FBT
1002
First Bankers Trust
Kentucky
$486K -$44.6K -489 -8%
HC
1003
HNP Capital
New York
$486K +$61K +674 +14%
Parallax Volatility Advisers
1004
Parallax Volatility Advisers
California
$485K +$305K +3,343 +169%
BBA
1005
Braun-Bostich & Associates
Pennsylvania
$483K +$120K +1,328 +33%
CB
1006
Community Bank
New York
$479K -$60.8K -667 -11%
HWA
1007
Heritage Wealth Advisors
Virginia
$479K -$19K -208 -4%
MCM
1008
MAI Capital Management
Ohio
$478K -$1.91K -21 -0.4%
GP
1009
Girard Partners
Pennsylvania
$478K +$8.93K +98 +2%
CGL
1010
Clarius Group LLC
Washington
$477K +$81.7K +883 +21%
IDBONY
1011
Israel Discount Bank of New York
New York
$476K +$177K +1,941 +59%
Dodge & Cox
1012
Dodge & Cox
California
$473K -$11.4K -125 -2%
PRC
1013
Pearl River Capital
Michigan
$473K +$473K +5,191 New
BFC
1014
Blue Fin Capital
Rhode Island
$472K – – –
KPCM
1015
Kings Point Capital Management
New York
$470K -$70.9K -778 -13%
ABC
1016
Associated Banc-Corp
Wisconsin
$468K +$113K +1,235 +32%
SIC
1017
Sigma Investment Counselors
Michigan
$467K +$913 +10 +0.2%
RWA
1018
Ropes Wealth Advisors
Massachusetts
$466K – – –
B
1019
Bailard
California
$465K -$9.3K -102 -2%
FTC
1020
Farmers Trust Company
Ohio
$464K -$10.9K -120 -2%
VRM
1021
Vectors Research Management
New York
$463K +$34K +372 +8%
LCM
1022
LVM Capital Management
Michigan
$462K – – –
ADL
1023
Asset Dedication LLC
California
$461K +$182 +2 +0%
PCG
1024
Private Capital Group
Connecticut
$460K +$117K +1,281 +34%
EMG
1025
ETF Managers Group
New Jersey
$460K +$174K +1,917 +61%
39 40
41
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