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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$898M
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.87B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.04B
4
BlackRock
BlackRock
New York
$4.92B
5
Victory Capital Management
Victory Capital Management
Texas
$104M

Top Sellers

1
PFC
Phocas Financial Corp
California
$634K
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$189M
3
Citadel Advisors
Citadel Advisors
Florida
$4.28M
4
Capital Research Global Investors
Capital Research Global Investors
California
$192M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
101
Morningstar Investment Services
Illinois
$41M -$756K -7,883 -2%
BC
102
Bartlett & Co
Ohio
$40.2M +$3.5M +36,505 +10%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$40.2M +$3.5M +36,505 +10%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$40M +$2.11M +21,985 +6%
UIM
105
USS Investment Management
United Kingdom
$40M – – –
AIMCA
106
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.9M -$5.09M -53,100 -11%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$38.2M -$2.8M -29,227 -7%
SEI Investments
108
SEI Investments
Pennsylvania
$37.5M -$12.4M -46,801 -25%
BTS
109
BB&T Securities
Virginia
$37.2M -$447K -4,671 -1%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$36.5M +$299K +3,116 +0.8%
US Bancorp
111
US Bancorp
Minnesota
$36.3M +$166K +1,733 +0.5%
GF
112
Gabelli Funds
New York
$35.9M – – –
WA
113
WestEnd Advisors
North Carolina
$35.4M -$1.68M -17,482 -5%
EIP
114
Energy Income Partners
Connecticut
$35.2M +$841K +8,774 +2%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$34.4M -$1.34M -13,984 -4%
ClearBridge Investments
116
ClearBridge Investments
New York
$34.3M +$333K +3,476 +1%
PR
117
Payden & Rygel
California
$33.8M +$16.8M +175,087 +98%
HighTower Advisors
118
HighTower Advisors
Illinois
$33.7M +$1.35M +14,008 +4%
SOADOR
119
State of Alaska Department of Revenue
Alaska
$33.7M -$9.75M -101,745 -22%
Jacobs Levy Equity Management
120
Jacobs Levy Equity Management
New Jersey
$33.6M +$3.94M +41,120 +13%
MIP
121
Mondrian Investment Partners
United Kingdom
$33M -$17.7M -184,675 -35%
Millennium Management
122
Millennium Management
New York
$32M -$54.4M -567,467 -63%
ASRS
123
Arizona State Retirement System
Arizona
$31.1M +$164K +1,711 +0.5%
BC
124
Bruce & Co
Illinois
$31M – – –
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$30.9M -$12.8M -133,730 -29%
3 4
5
6 7