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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
1051
Verus Financial Partners
Virginia
$374K -$11.1K -116 -3%
ET
1052
Equitable Trust
Tennessee
$374K +$34.5K +360 +10%
ABC
1053
Associated Banc-Corp
Wisconsin
$373K +$11.4K +119 +3%
HF
1054
HRT Financial
New York
$373K +$373K +3,899 New
GIP
1055
Greatmark Investment Partners
Georgia
$372K +$55.8K +583 +18%
FVWA
1056
Foster Victor Wealth Advisors
South Carolina
$370K -$121K -1,249 -25%
SAM
1057
SignalPoint Asset Management
Missouri
$370K -$45.5K -474 -11%
SMFS
1058
Squar Milner Financial Services
California
$370K +$239K +2,704 +183%
BIM
1059
Baldwin Investment Management
Pennsylvania
$369K – – –
WA1
1060
Wimmer Associates 1
California
$366K +$7.67K +80 +2%
P
1061
&Partners
Tennessee
$364K +$2.11K +22 +0.6%
OC
1062
Oarsman Capital
Wisconsin
$363K -$3.16K -33 -0.9%
NIM
1063
NuWave Investment Management
New Jersey
$363K +$70.8K +737 +24%
CWM
1064
Chesapeake Wealth Management
Virginia
$362K +$95.9K +1,000 +36%
PCG
1065
Private Capital Group
Connecticut
$361K +$20.6K +215 +6%
CWM
1066
Cornerstone Wealth Management
Missouri
$360K -$14.5K -151 -4%
ACP
1067
Aviance Capital Partners
Florida
$358K -$94.3K -983 -21%
HA
1068
Halsey Associates
Connecticut
$358K – – –
DAC
1069
Dividend Assets Capital
South Carolina
$357K – – –
FMP
1070
Financial Management Professionals
Texas
$357K +$96.1K +1,002 +37%
MSWMA
1071
Market Street Wealth Management Advisors
Indiana
$356K – – –
IIC
1072
Integrated Investment Consultants
Michigan
$355K -$41.6K -435 -10%
HL
1073
HeadInvest LLC
Maine
$352K -$5.85K -61 -2%
RMDI
1074
R.M. Davis Inc
Maine
$352K +$8.74K +91 +3%
IP
1075
Isthmus Partners
Wisconsin
$351K -$55.6K -579 -14%
41 42
43
44 45