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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
1051
Equitable Trust
Tennessee
$348K +$29.9K +333 +9%
HKIM
1052
Hayek Kallen Investment Management
Alabama
$346K -$13.1K -146 -4%
CA
1053
Claro Advisors
Massachusetts
$344K +$208K +2,310 +153%
P
1054
Pitcairn
Pennsylvania
$343K +$31.5K +350 +10%
GCMG
1055
Gyroscope Capital Management Group
Florida
$342K -$140K -1,550 -29%
OCG
1056
Opus Capital Group
Ohio
$342K – – –
MOS
1057
MGO One Seven
Ohio
$340K +$41.1K +458 +14%
VF
1058
Virtu Financial
New York
$339K -$220K -2,438 -39%
DAC
1059
Dividend Assets Capital
South Carolina
$339K – – –
P
1060
&Partners
Tennessee
$338K +$1.35K +15 +0.4%
HL
1061
HeadInvest LLC
Maine
$336K -$336K -3,730 -50%
HA
1062
Halsey Associates
Connecticut
$336K -$18K -200 -5%
WA1
1063
Wimmer Associates 1
California
$336K – – –
MIC
1064
Means Investment Company
Maine
$336K +$1.17K +13 +0.3%
OC
1065
Oarsman Capital
Wisconsin
$335K -$4.5K -50 -1%
AB
1066
AT Bancorp
Iowa
$335K +$15.9K +177 +5%
MSWMA
1067
Market Street Wealth Management Advisors
Indiana
$334K – – –
LA
1068
LVW Advisors
New York
$334K +$96.2K +1,068 +40%
B
1069
Brightworth
Georgia
$333K -$18.5K -205 -5%
MMG
1070
Monetary Management Group
Missouri
$331K – – –
FPCG
1071
Fort Pitt Capital Group
Pennsylvania
$329K -$10.4K -115 -3%
C
1072
Cerebellum
California
$327K +$327K +3,633 New
MC
1073
Mathes Company
New York
$324K +$324K +3,600 New
KPCM
1074
Kings Point Capital Management
New York
$323K – – –
TC
1075
TownSquare Capital
Utah
$322K +$43.7K +485 +16%
41 42
43
44 45