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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 %
CHA
1076
Carmichael Hill & Associates
Maryland
$407K +$7.3K +80 +2%
SIA
1077
Soltis Investment Advisors
Utah
$407K +$407K +4,465 New
MMG
1078
Monetary Management Group
Missouri
$404K – – –
ACP
1079
Aviance Capital Partners
Florida
$403K +$62.4K +684 +18%
IB
1080
Intrust Bank
Kansas
$401K -$24.6K -269 -6%
FCFC
1081
First Citizens Financial Corp
Iowa
$401K +$401K +4,397 New
RBC
1082
Roble Belko & Company
Pennsylvania
$398K – – –
FHC
1083
First Heartland Consultants
Missouri
$398K +$12.5K +137 +3%
BIG
1084
Boothe Investment Group
Delaware
$396K -$112K -1,228 -22%
KCM
1085
Kanawha Capital Management
Virginia
$396K +$31.1K +341 +9%
CCMG
1086
Clark Capital Management Group
Pennsylvania
$394K +$21.4K +235 +6%
NIM
1087
NuWave Investment Management
New Jersey
$392K +$47.1K +516 +14%
BBL
1088
Beck Bode LLC
Massachusetts
$390K -$80.4K -881 -17%
CPSC
1089
Carl P. Sherr & Co
Massachusetts
$390K +$390K +4,271 New
RWA
1090
River Wealth Advisors
Pennsylvania
$389K -$28.7K -314 -7%
MIC
1091
Means Investment Company
Maine
$382K +$1.59K +17 +0.4%
OCG
1092
Opus Capital Group
Ohio
$381K – – –
GCP
1093
GSA Capital Partners
United Kingdom
$381K +$381K +4,182 New
VWA
1094
Visionary Wealth Advisors
Illinois
$380K +$380K +4,160 New
LFA
1095
Lighthouse Financial Advisors
Maryland
$380K +$380K +4,170 New
AF
1096
Arrow Financial
New York
$379K -$25.6K -280 -6%
DWM
1097
Destination Wealth Management
California
$378K +$54.7K +600 +17%
DTL
1098
Dynamic Technology Lab
Singapore
$378K +$378K +4,143 New
HB
1099
Horizon Bancorp
Indiana
$378K +$378K +4,146 New
BEAM
1100
Baker Ellis Asset Management
Washington
$377K -$6.02K -66 -2%
42 43
44
45 46