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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 %
CFGS
1101
Concourse Financial Group Securities
Alabama
$332K -$1.19M -12,411 -78%
IWC
1102
Integrated Wealth Concepts
Massachusetts
$332K -$121K -1,258 -27%
TA
1103
TFG Advisers
Michigan
$332K +$2.3K +24 +0.7%
CWS
1104
Cypress Wealth Services
California
$332K +$6.51K +68 +2%
HIM
1105
Hotaling Investment Management
Pennsylvania
$331K – – –
BDF
1106
Balasa Dinverno & Foltz
$331K +$2.97K +31 +0.9%
MYIA
1107
Mount Yale Investment Advisors
Colorado
$331K +$29.2K +334 +10%
MA
1108
MCF Advisors
Kentucky
$328K -$10.6K -110 -3%
AWA
1109
AmeriServ Wealth Advisors
Pennsylvania
$328K – – –
P
1110
Pitcairn
Pennsylvania
$328K +$11.8K +123 +4%
HCM
1111
Horrell Capital Management
Arkansas
$327K – – –
JPMIA
1112
J.P. Marvel Investment Advisors
Massachusetts
$327K +$327K +3,411 New
DK
1113
Darrell & King
Virginia
$326K – – –
KFGK
1114
Keystone Financial Group (Kentucky)
Kentucky
$325K +$384 +4 +0.1%
FA
1115
FCG Advisors
New Jersey
$325K +$31.9K +333 +11%
RIM
1116
Redwood Investment Management
Arizona
$324K -$23.6K -246 -7%
TSS
1117
Two Sigma Securities
New York
$321K -$408K -4,253 -56%
SW
1118
SlateStone Wealth
Florida
$321K +$10.6K +110 +3%
GEA
1119
Glen Eagle Advisors
New Jersey
$321K +$71.9K +750 +29%
WP
1120
WealthSource Partners
California
$320K -$18.2K -190 -5%
SLT
1121
St Louis Trust
Missouri
$320K – – –
1IA
1122
1834 Investment Advisors
Wisconsin
$319K -$88.5K -922 -22%
CIS
1123
Connors Investor Services
Pennsylvania
$319K – – –
MAP
1124
Milestone Advisory Partners
North Carolina
$315K – – –
W
1125
WealthOne
New York
$315K +$480 +5 +0.2%
43 44
45
46 47