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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
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
1226
Nicolet Bankshares
Wisconsin
$283K +$124K +1,358 +78%
WMA
1227
Wealth Management Associates
New Jersey
$282K – – –
EWM
1228
Empirical Wealth Management
Washington
$282K +$282K +3,089 New
GIA
1229
Guyasuta Investment Advisors
Pennsylvania
$281K +$62.5K +685 +29%
OSNBOA
1230
Old Second National Bank of Aurora
Illinois
$275K – – –
AS
1231
Altshuler Shaham
Israel
$275K +$53.4K +585 +24%
MAM
1232
Morse Asset Management
Connecticut
$274K – – –
MCM
1233
Mainstay Capital Management
Michigan
$274K – – –
AMCA
1234
Arthur M. Cohen & Associates
Illinois
$273K – – –
PCAP
1235
Pratt Collard Advisory Partners
New York
$271K -$6.01K -66 -2%
BWA
1236
BDO Wealth Advisors
Florida
$271K – – –
MPI
1237
Mairs & Power Inc
Minnesota
$271K +$271K +2,974 New
H
1238
HoyleCohen
California
$270K -$9.13K -100 -3%
SWM
1239
Sugarloaf Wealth Management
Georgia
$270K +$270K +2,959 New
BA
1240
Bennicas & Associates
California
$268K -$15.1K -166 -5%
DW
1241
Domani Wealth
Pennsylvania
$267K +$820 +9 +0.3%
DA
1242
Doliver Advisors
Texas
$266K +$266K +2,915 New
DBT
1243
Dubuque Bank & Trust
Iowa
$265K +$42.5K +466 +19%
FMB
1244
Field & Main Bank
Kentucky
$264K +$11.4K +125 +5%
BWCS
1245
Beirne Wealth Consulting Services
Connecticut
$263K -$29.8K -327 -10%
CG
1246
Cynosure Group
Utah
$263K – – –
SWA
1247
Stratos Wealth Advisors
Ohio
$263K +$65.1K +713 +33%
TW
1248
Towerpoint Wealth
California
$262K – – –
LRPA
1249
L. Roy Papp & Associates
Arizona
$261K – – –
B
1250
Brightworth
Georgia
$261K +$13.4K +147 +5%
48 49
50
51 52