DUK icon

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 %
WCM
1251
Windsor Capital Management
Arizona
$220K +$220K +2,305 New
GAM
1252
Gotham Asset Management
New York
$219K -$81.5K -851 -27%
BRWM
1253
B. Riley Wealth Management
Tennessee
$219K +$219K +2,280 New
BOCM
1254
Bontempo Ohly Capital Management
Maryland
$219K +$219K +2,280 New
GCA
1255
Greenwood Capital Associates
South Carolina
$218K -$7.7K -80 -3%
MFG
1256
Monte Financial Group
Connecticut
$218K -$2.01K -21 -0.9%
CF
1257
Centaurus Financial
California
$218K +$33.1K +346 +18%
FC
1258
FCA Corp
Texas
$216K +$216K +2,254 New
WPW
1259
Waldron Private Wealth
Pennsylvania
$216K +$216K +2,255 New
AHB
1260
Abner Herrman & Brock
New Jersey
$215K -$25.6K -267 -11%
SRC
1261
Sage Rhino Capital
California
$214K +$214K +2,233 New
WANY
1262
Wealthspire Advisors (New York)
New York
$214K +$214K +2,235 New
CA
1263
Capital Advantage
California
$213K +$213K +2,217 New
CPA
1264
Capital Planning Advisors
California
$213K +$213K +2,224 New
EW
1265
Evoke Wealth
California
$212K +$212K +2,212 New
CHP
1266
Cable Hill Partners
Oregon
$212K +$212K +2,215 New
MIFH
1267
Migdal Insurance & Financial Holdings
Israel
$211K +$74.6K +777 +55%
IC
1268
Intersect Capital
California
$211K +$211K +2,206 New
RHFI
1269
Reilly Herbert Faulkner III
$210K +$210K +2,189 New
RWM
1270
RBA Wealth Management
California
$209K -$240K -2,499 -53%
BMC
1271
Benin Management Corp
Connecticut
$209K +$209K +2,182 New
SWA
1272
Stratos Wealth Advisors
Ohio
$208K +$208K +2,166 New
Edgewood Management
1273
Edgewood Management
Connecticut
$208K +$208K +2,171 New
LSAG
1274
Lake Street Advisors Group
New Hampshire
$207K – – –
BWM
1275
Baystate Wealth Management
Massachusetts
$207K +$81.5K +850 +65%
49 50
51
52 53