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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 %
OC
1201
Oarsman Capital
Wisconsin
$297K -$49.2K -538 -14%
AAIM
1202
Asset Advisors Investment Management
Georgia
$296K -$107K -1,172 -27%
EIA
1203
Edgemoor Investment Advisors
Maryland
$296K – – –
GWAG
1204
Garrett Wealth Advisory Group
Texas
$296K +$2.91K +32 +1%
BSB
1205
Bangor Savings Bank
Maine
$294K -$4.64K -51 -2%
MWM
1206
Minot Wealth Management
Massachusetts
$294K +$294K +3,083 New
B
1207
Bridgeworth
Alabama
$293K +$548 +6 +0.2%
AL
1208
Aspiriant LLC
California
$293K +$39.7K +436 +16%
FAIM
1209
Financial Advocates Investment Management
Washington
$292K -$126K -1,385 -30%
BONST
1210
Bank of Nova Scotia Trust
Ontario, Canada
$292K -$274 -3 -0.1%
AA
1211
Apriem Advisors
California
$292K – – –
HIS
1212
Harvest Investment Services
Illinois
$292K +$2.83K +31 +1%
WP
1213
WealthSource Partners
California
$291K -$14.1K -154 -5%
ARMT
1214
Amica Retiree Medical Trust
Rhode Island
$291K +$155K +1,695 +114%
PAI
1215
Pittenger & Anderson Inc
Nebraska
$289K – – –
EHWM
1216
Eads & Heald Wealth Management
Georgia
$288K +$33.8K +371 +13%
MIC
1217
Meridian Investment Counsel
California
$287K – – –
BMC
1218
Beaton Management Company
Massachusetts
$287K +$456 +5 +0.2%
RDWM
1219
Red Door Wealth Management
Tennessee
$287K +$287K +3,150 New
SWIG
1220
Strategic Wealth Investment Group
Kentucky
$286K +$286K +3,133 New
CFA
1221
Capstone Financial Advisors
Illinois
$285K – – –
JIP
1222
Jaffetilchin Investment Partners
Florida
$285K +$2.55K +28 +0.9%
MCM
1223
McRae Capital Management
New Jersey
$284K – – –
FA
1224
FMA Advisory
Pennsylvania
$284K +$912 +10 +0.3%
YIA
1225
YHB Investment Advisors
Connecticut
$283K -$81.7K -896 -22%
47 48
49
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