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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 %
TCOO
1051
Trust Company of Oklahoma
Oklahoma
$242K – – –
HC
1052
Hourglass Capital
Texas
$242K – – –
JWBC
1053
J.W. Burns & Co
New York
$242K +$14K +175 +6%
RWP
1054
RWA Wealth Partners
Massachusetts
$242K +$47.4K +591 +24%
CWS
1055
Cypress Wealth Services
California
$241K +$5.76K +72 +2%
JIP
1056
Jaffetilchin Investment Partners
Florida
$238K +$2.4K +30 +1%
LRPA
1057
L. Roy Papp & Associates
Arizona
$237K – – –
BMC
1058
Beaton Management Company
Massachusetts
$237K +$160 +2 +0.1%
BIM
1059
Baldwin Investment Management
Pennsylvania
$236K -$8K -100 -3%
MLFP
1060
MPS Loria Financial Planners
Illinois
$236K +$236K +2,955 New
HCM
1061
Hengehold Capital Management
Ohio
$235K +$1.04K +13 +0.4%
ST
1062
Spinnaker Trust
Maine
$235K +$235K +2,939 New
NSAM
1063
North Star Asset Management
Wisconsin
$232K -$79.9K -1,000 -26%
EWM
1064
Endurance Wealth Management
Rhode Island
$232K – – –
CA
1065
CapWealth Advisors
Tennessee
$230K – – –
FA
1066
FCG Advisors
New Jersey
$230K +$230K +2,869 New
RMCM
1067
Reynders McVeigh Capital Management
Massachusetts
$229K -$5.28K -66 -2%
IIC
1068
Integrated Investment Consultants
Michigan
$229K – – –
MCM
1069
McRae Capital Management
New Jersey
$229K – – –
RMDI
1070
R.M. Davis Inc
Maine
$228K +$801 +10 +0.4%
AAP
1071
Arax Advisory Partners
Colorado
$226K -$11.6K -145 -5%
PGIM
1072
Pacific Global Investment Management
California
$226K +$5.6K +70 +3%
CCM
1073
Cribstone Capital Management
Maine
$225K -$14.9K -186 -6%
ACM
1074
AlphaStar Capital Management
North Carolina
$225K -$8.95K -112 -4%
SWP
1075
Strategic Wealth Partners
Ohio
$224K -$17.6K -220 -7%
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43
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