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Duke Energy
DUK

Overview Fund Activity

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.55B
2
Bank of America
Bank of America
North Carolina
$1.04B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$640M
4
Renaissance Technologies
Renaissance Technologies
New York
$709M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.88B

Top Sellers

1
ZP
Zimmer Partners
New York
$79.5M
2
Federated Hermes
Federated Hermes
Pennsylvania
$554M
3
Franklin Resources
Franklin Resources
California
$1.07B
4
Two Sigma Investments
Two Sigma Investments
New York
$19.6M
5
Deutsche Bank
Deutsche Bank
Germany
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
101
STRS Ohio
Ohio
$35.4M +$942K +10,919 +3%
BTS
102
BB&T Securities
Virginia
$35.1M +$3.49M +40,412 +11%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$34.6M +$2.15M +24,956 +7%
Aberdeen Group
104
Aberdeen Group
United Kingdom
$34.5M -$444K -5,167 -1%
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$34.2M +$68.4K +793 +0.2%
Fidelity International
106
Fidelity International
Bermuda
$34.1M +$11.1M +128,282 +48%
US Bancorp
107
US Bancorp
Minnesota
$33.2M -$405K -4,689 -1%
ACI
108
AMP Capital Investors
Australia
$32.8M +$1.55M +18,050 +5%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$32.6M +$258K +2,984 +0.8%
BC
110
Bartlett & Co
Ohio
$32.6M +$258K +2,984 +0.8%
GF
111
Gabelli Funds
New York
$32.3M -$604K -7,000 -2%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$32.2M -$233K -2,696 -0.7%
BC
113
Brookfield Corp
Ontario, Canada
$31.9M +$20.2M +234,642 +174%
Mackenzie Financial
114
Mackenzie Financial
Ontario, Canada
$30.7M +$5.14M +59,510 +20%
ClearBridge Investments
115
ClearBridge Investments
New York
$30.6M +$1.14M +13,181 +4%
BC
116
Bruce & Co
Illinois
$30M – – –
VOYA Investment Management
117
VOYA Investment Management
Georgia
$29.4M -$2.61M -30,239 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.9M +$25.1M +290,300 +653%
Axa
119
Axa
France
$28.9M -$2.22M -25,732 -7%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$28.4M – – –
Baird Financial Group
121
Baird Financial Group
Wisconsin
$27.9M +$10.7M +124,559 +63%
M&T Bank
122
M&T Bank
New York
$26.8M -$642K -7,436 -2%
CFC
123
Cincinnati Financial Corp
Ohio
$26.8M – – –
Royal London Asset Management
124
Royal London Asset Management
United Kingdom
$26.7M +$26.7M +309,721 New
HighTower Advisors
125
HighTower Advisors
Illinois
$25.2M +$938K +10,870 +4%
3 4
5
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