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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 %
PCS
1026
Personal CFO Solutions
New Jersey
$459K – – –
CFS
1027
Cannon Financial Strategists
Georgia
$457K – – –
ACM
1028
Alethea Capital Management
Washington
$456K – – –
HSA
1029
Hussman Strategic Advisors
Maryland
$456K – – –
QCIG
1030
Quad-Cities Investment Group
Iowa
$456K +$364 +4 +0.1%
BCM
1031
Bayesian Capital Management
New York
$456K +$456K +5,000 New
RG
1032
Rikoon Group
New Mexico
$455K +$273 +3 +0.1%
MA
1033
MONECO Advisors
Connecticut
$454K -$6.74K -72 -1%
FCB
1034
First Command Bank
Texas
$453K -$48.5K -532 -10%
FCFS
1035
First Command Financial Services
Texas
$453K -$48.5K -532 -10%
RCM
1036
RB Capital Management
Nevada
$452K +$159K +1,763 +54%
PP
1037
Prudential plc
United Kingdom
$451K -$275K -3,014 -38%
CFA
1038
CWS Financial Advisors
Michigan
$450K +$450K +4,933 New
AA
1039
Ancora Advisors
Ohio
$448K – – –
HFAS
1040
Hummer Financial Advisory Services
Illinois
$448K +$448K +4,912 New
AG
1041
AlphaSimPlex Group
Massachusetts
$446K – – –
WHG
1042
Westwood Holdings Group
Texas
$446K +$10.7K +117 +2%
WA
1043
Wambolt & Associates
Colorado
$444K +$44.9K +492 +11%
NB
1044
NBT Bank
New York
$443K – – –
LAS
1045
Lloyd Advisory Services
Georgia
$441K +$441K +4,833 New
SFA
1046
Sequoia Financial Advisors
Ohio
$438K -$197K -2,164 -31%
SFI
1047
SPC Financial Inc
Maryland
$436K +$36.5K +400 +9%
BHBT
1048
Burke & Herbert Bank & Trust
Virginia
$434K -$91 -1 -0%
KIA
1049
KCM Investment Advisors
California
$432K -$204K -2,240 -32%
BCA
1050
Bray Capital Advisors
Florida
$432K – – –
40 41
42
43 44