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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 %
AWM
1076
Apollon Wealth Management
South Carolina
$350K -$50.1K -523 -13%
CA
1077
Claro Advisors
Massachusetts
$350K +$1.82K +19 +0.5%
FDCDDQ
1078
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349K -$37.6K -392 -10%
MCWS
1079
McKinley Carter Wealth Services
West Virginia
$349K +$766 +8 +0.2%
MIM
1080
Moseley Investment Management
Florida
$348K -$3.17K -33 -0.9%
AIC
1081
Ameritas Investment Company
Nebraska
$347K -$118K -1,233 -25%
W
1082
Wealthquest
Ohio
$347K -$32.3K -338 -9%
GFP
1083
Gryphon Financial Partners
Ohio
$347K +$347K +3,625 New
M
1084
MOTCO
Texas
$345K -$14.1K -147 -4%
MC
1085
Mathes Company
New York
$345K – – –
WTC
1086
WhitTier Trust Company
Nevada
$344K -$27.9K -290 -7%
TBA
1087
Tower Bridge Advisors
Pennsylvania
$344K -$13.5K -150 -4%
MCM
1088
Marathon Capital Management
Maryland
$343K – – –
TA
1089
Thor Advisors
New York
$343K +$343K +3,580 New
DWM
1090
Destination Wealth Management
California
$340K -$1.53K -16 -0.4%
SWM
1091
SVA Wealth Management
Wisconsin
$340K +$13.5K +141 +4%
DE
1092
Day & Ennis
Georgia
$340K +$32.9K +343 +11%
AF
1093
Advisornet Financial
Minnesota
$340K +$179K +1,871 +112%
BIA
1094
Bigelow Investment Advisors
Maine
$339K +$10.5K +110 +3%
LCM
1095
Landscape Capital Management
New Jersey
$339K +$339K +3,533 New
Bessemer Group
1096
Bessemer Group
New Jersey
$337K +$57K +596 +20%
WBC
1097
West Branch Capital
Massachusetts
$337K +$337K +3,513 New
WPP
1098
Whalerock Point Partners
Rhode Island
$336K +$1.25K +13 +0.4%
BTW
1099
Boston Trust Walden
Massachusetts
$334K – – –
MOS
1100
MGO One Seven
Ohio
$334K +$21.9K +229 +7%
42 43
44
45 46