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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 %
RC
1101
RegentAtlantic Capital
New Jersey
$376K -$102K -1,124 -21%
BFC
1102
Bedel Financial Consulting
Indiana
$373K – – –
GEA
1103
Glen Eagle Advisors
New Jersey
$372K +$67.1K +736 +22%
LC
1104
Lavaca Capital
Texas
$371K – – –
PG
1105
Patten Group
Tennessee
$371K +$274 +3 +0.1%
BOM
1106
Bank of Marin
California
$371K +$371K +4,065 New
AC
1107
Abbrea Capital
California
$370K – – –
WTC
1108
WhitTier Trust Company
Nevada
$370K +$42.8K +469 +13%
CA
1109
Crewe Advisors
Utah
$369K – – –
1IA
1110
1834 Investment Advisors
Wisconsin
$369K +$65.7K +720 +22%
EH
1111
Equitable Holdings
New York
$369K +$369K +4,041 New
ACI
1112
Alpha Cubed Investments
California
$368K -$70.8K -777 -16%
CBU
1113
CIBC Bank USA
Illinois
$367K -$16.3K -179 -4%
CC
1114
Cadinha & Co
Hawaii
$366K – – –
Twin Tree Management
1115
Twin Tree Management
Texas
$365K +$365K +4,005 New
CWM
1116
Chesapeake Wealth Management
Virginia
$364K +$20K +220 +6%
RMAM
1117
Raab & Moskowitz Asset Management
New Jersey
$363K – – –
BHWM
1118
Bay Harbor Wealth Management
Maryland
$363K +$1.37K +15 +0.4%
VFP
1119
Verus Financial Partners
Virginia
$363K +$7.02K +77 +2%
LB
1120
Landmark Bank
Missouri
$362K -$5.01K -55 -1%
SC
1121
Saturna Capital
Washington
$362K – – –
BCM
1122
Boltwood Capital Management
California
$362K – – –
DWA
1123
Douglass Winthrop Advisors
New York
$359K -$147K -1,613 -29%
WKWM
1124
Walter & Keenan Wealth Management
Indiana
$359K -$11.4K -125 -3%
ACG
1125
Allen Capital Group
Nebraska
$358K -$1.73K -19 -0.5%
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45
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