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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 %
BFIM
1051
Beese Fulmer Investment Management
Ohio
$432K +$6.39K +70 +2%
SCI
1052
Stableford Capital II
Arizona
$431K -$912 -10 -0.2%
MIP
1053
Marietta Investment Partners
Wisconsin
$431K – – –
AIC
1054
Archer Investment Corporation
Indiana
$430K – – –
TIA
1055
Tiemann Investment Advisors
California
$429K – – –
DE
1056
Day & Ennis
Georgia
$429K +$106K +1,157 +33%
WDA
1057
Wendell David Associates
New Hampshire
$428K -$44K -483 -9%
BOPW
1058
Brandywine Oak Private Wealth
Pennsylvania
$427K +$273 +3 +0.1%
ED
1059
Exane Derivatives
France
$425K +$18.4K +199 +5%
FIM
1060
Frontier Investment Management
Texas
$423K +$143K +1,570 +51%
CB
1061
Cadence Bank
Mississippi
$420K -$4.01K -44 -0.9%
MYIA
1062
Mount Yale Investment Advisors
Colorado
$418K +$49.2K +505 +13%
TBA
1063
Tower Bridge Advisors
Pennsylvania
$417K +$68.4K +750 +20%
BC
1064
Burney Company
Virginia
$417K +$37.6K +412 +10%
HWM
1065
Holloway Wealth Management
Florida
$415K -$437K – –
NAS
1066
Nicolet Advisory Services
Wisconsin
$414K -$2.64K -29 -0.6%
CFFP
1067
Center for Financial Planning
Michigan
$414K +$414K +4,541 New
RCM
1068
Radnor Capital Management
Pennsylvania
$413K – – –
BUB
1069
BBVA USA Bancshares
Texas
$412K -$12.4K -136 -3%
LSPW
1070
Lake Street Private Wealth
Illinois
$412K +$7.11K +78 +2%
RIM
1071
Redwood Investment Management
Arizona
$410K +$102K +1,117 +33%
FHB
1072
First Hawaiian Bank
Hawaii
$409K -$25.8K -283 -6%
CG
1073
CFO4Life Group
Texas
$408K -$730 -8 -0.2%
MSFP
1074
Mark Sheptoff Financial Planning
Connecticut
$408K – – –
MCM
1075
Marathon Capital Management
Maryland
$408K +$82K +900 +25%
41 42
43
44 45