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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
101
USS Investment Management
United Kingdom
$37.5M +$37.5M +416,920 New
HSBC Holdings
102
HSBC Holdings
United Kingdom
$37.5M -$4.89M -54,382 -12%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$37.1M +$1.07M +11,925 +3%
BC
104
Blackstart Capital
New York
$36.4M +$26.9M +298,824 +283%
WA
105
WestEnd Advisors
North Carolina
$36M +$36M +400,132 New
Nuveen Asset Management
106
Nuveen Asset Management
Illinois
$35.4M +$14.9M +165,483 +73%
BTS
107
BB&T Securities
Virginia
$35.2M -$1.42M -15,757 -4%
RPI
108
Railway Pension Investments
United Kingdom
$35.1M +$19M +211,312 +118%
Fidelity International
109
Fidelity International
Bermuda
$34.4M -$1.17M -13,050 -3%
BCWM
110
Bartlett & Co Wealth Management
Ohio
$34.2M +$299K +3,326 +0.9%
BC
111
Bartlett & Co
Ohio
$34.2M +$299K +3,326 +0.9%
US Bancorp
112
US Bancorp
Minnesota
$34.2M -$427K -4,742 -1%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$33.8M -$5.1M -56,673 -13%
GF
114
Gabelli Funds
New York
$33.7M – – –
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$33.4M -$179K -1,994 -0.5%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$31.9M +$2.15M +23,924 +7%
ClearBridge Investments
117
ClearBridge Investments
New York
$31.7M -$243K -2,695 -0.8%
BC
118
Bruce & Co
Illinois
$31.3M – – –
VOYA Investment Management
119
VOYA Investment Management
Georgia
$31.2M +$559K +6,212 +2%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$30.5M +$902K +10,020 +3%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$30.3M +$25.7M +260,125 +559%
H
122
Hexavest
Quebec, Canada
$29.5M -$15.4M -170,939 -34%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$29.5M +$363K +4,031 +1%
M&T Bank
124
M&T Bank
New York
$28.2M +$287K +3,193 +1%
UH
125
Unigestion Holding
Switzerland
$27.9M +$2.71M +30,099 +11%
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5
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