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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 %
CA
1151
Claro Advisors
Massachusetts
$338K +$5.2K +57 +2%
FQ
1152
First Quadrant
California
$337K -$373K -4,100 -53%
SAM
1153
SignalPoint Asset Management
Missouri
$337K -$14.4K -158 -4%
IWC
1154
Integrated Wealth Concepts
Massachusetts
$336K +$20.9K +229 +7%
HL
1155
HeadInvest LLC
Maine
$335K – – –
NCM
1156
Novare Capital Management
North Carolina
$335K +$335K +3,671 New
OWA
1157
Outlook Wealth Advisors
Texas
$334K -$251K -2,755 -43%
IP
1158
Isthmus Partners
Wisconsin
$334K – – –
W
1159
Wealthquest
Ohio
$334K +$3.37K +37 +1%
WANY
1160
Wealthspire Advisors (New York)
New York
$334K +$130K +1,431 +64%
MCWS
1161
McKinley Carter Wealth Services
West Virginia
$331K -$1.64K -18 -0.5%
MGIM
1162
M&G Investment Management
United Kingdom
$331K +$331K +3,632 New
SC
1163
Steph & Co
Wisconsin
$331K +$331K +3,634 New
FVWA
1164
Foster Victor Wealth Advisors
South Carolina
$330K -$15.2K -168 -4%
MC
1165
Mathes Company
New York
$328K – – –
MSWMA
1166
Market Street Wealth Management Advisors
Indiana
$327K -$11.4K -125 -3%
MWM
1167
Meridian Wealth Management
Kentucky
$324K +$26.6K +293 +9%
BIA
1168
Bigelow Investment Advisors
Maine
$323K – – –
KLCM
1169
KG&L Capital Management
Louisiana
$323K +$323K +3,550 New
JWBC
1170
J.W. Burns & Co
New York
$321K +$45.4K +497 +16%
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$320K +$65.9K +723 +26%
XF
1172
XML Financial
Maryland
$319K +$319K +3,498 New
FDCDDQ
1173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$319K -$13.2K -145 -4%
TA
1174
TFG Advisers
Michigan
$317K +$1.37K +15 +0.4%
CWM
1175
Cornerstone Wealth Management
Missouri
$315K -$27.5K -302 -8%
45 46
47
48 49