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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
$1.22B
2
Capital Research Global Investors
Capital Research Global Investors
California
$486M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
4
Citadel Advisors
Citadel Advisors
Florida
$196M
5
State Street
State Street
Massachusetts
$3.64B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$569M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$131M
4
CC
Carlson Capital
Texas
$0
5
SG Americas Securities
SG Americas Securities
New York
$9.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$44.8M +$2.04M +22,346 +5%
SO
102
STRS Ohio
Ohio
$44.7M -$2.9M -31,762 -6%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$42.6M +$15.9M +174,023 +59%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$42.3M +$945K +10,366 +2%
MIP
105
Mondrian Investment Partners
United Kingdom
$41.1M +$9.66M +105,877 +31%
Axa
106
Axa
France
$41M +$13.1M +143,181 +47%
ACI
107
AMP Capital Investors
Australia
$40M -$3.29M -36,218 -8%
Allianz Asset Management
108
Allianz Asset Management
Germany
$40M -$16.7M -182,993 -29%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$39.9M -$3.2M -35,037 -7%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$39.3M +$1.2M +13,137 +3%
MIS
111
Morningstar Investment Services
Illinois
$39.1M +$92.8K +1,017 +0.2%
CWM
112
CIBC World Markets
New York
$38.1M +$30.5M +334,634 +403%
AIMCA
113
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38M – – –
VOYA Investment Management
114
VOYA Investment Management
Georgia
$37M +$4.34M +47,608 +13%
AA
115
ALPS Advisors
Colorado
$36.5M +$35.1M +384,908 +2,546%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$36.3M +$1.55M +16,959 +4%
CB
117
Commerce Bank
Missouri
$35.5M +$11.6M +127,510 +49%
Jennison Associates
118
Jennison Associates
New York
$35M +$35M +383,189 New
US Bancorp
119
US Bancorp
Minnesota
$34.2M -$345K -3,781 -1%
GF
120
Gabelli Funds
New York
$34.1M – – –
Point72 Asset Management
121
Point72 Asset Management
Connecticut
$34M +$34M +372,305 New
Aberdeen Group
122
Aberdeen Group
United Kingdom
$33.3M -$3.02M -33,132 -8%
BCWM
123
Bartlett & Co Wealth Management
Ohio
$32.9M -$5.39M -59,080 -14%
ClearBridge Investments
124
ClearBridge Investments
New York
$32.2M -$183K -2,031 -0.6%
PR
125
Payden & Rygel
California
$32.1M -$91.2K -1,000 -0.3%
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5
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