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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
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
1226
Quest Capital Management
Texas
$235K -$9.57K -100 -4%
DBT
1227
Dubuque Bank & Trust
Iowa
$234K – – –
SCI
1228
S&CO Inc
Massachusetts
$234K – – –
CAM
1229
Cubic Asset Management
Massachusetts
$234K – – –
FMWA
1230
Forvis Mazars Wealth Advisors
Missouri
$233K – – –
AS
1231
Altshuler Shaham
Israel
$233K +$133K +1,383 +133%
SBSB
1232
Sullivan, Bruyette, Speros & Blaney
Virginia
$232K -$93.9K -981 -29%
ECG
1233
Edge Capital Group
Georgia
$232K -$31.5K -328 -12%
LBC
1234
Lowe Brockenbrough & Co
Virginia
$231K +$231K +2,406 New
VA
1235
Valmark Advisers
Ohio
$231K +$231K +2,411 New
GIA
1236
Guyasuta Investment Advisors
Pennsylvania
$229K +$229K +2,393 New
MWM
1237
Mission Wealth Management
California
$228K -$87.3K -911 -28%
WTB
1238
Washington Trust Bank
Washington
$227K -$39.6K -414 -15%
MCM
1239
Manchester Capital Management
Vermont
$226K – – –
WFMPM
1240
Woodley Farra Manion Portfolio Management
Indiana
$225K -$19.1K -200 -8%
KWMG
1241
King Wealth Management Group
Florida
$225K -$14.6K -152 -6%
FWM
1242
Foresight Wealth Management
Utah
$225K – – –
ST
1243
Smithfield Trust
Pennsylvania
$225K +$7.86K +82 +4%
NPF
1244
Norris Perne & French
Michigan
$224K – – –
CCFCSB
1245
Cape Cod Five Cents Savings Bank
Massachusetts
$223K -$8.13K -85 -4%
SIG
1246
Sargent Investment Group
Maryland
$223K – – –
NP
1247
NorthRock Partners
Minnesota
$223K +$223K +2,326 New
HFA
1248
High Falls Advisors
New York
$222K – – –
AIM
1249
AIA Investment Management
Singapore
$222K +$222K +2,317 New
PV
1250
Private Vista
Illinois
$221K +$1.44K +15 +0.7%
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50
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