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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 %
CBFP
1276
Cedar Brook Financial Partners
Ohio
$207K +$207K +2,158 New
ERIM
1277
Eagle Ridge Investment Management
Connecticut
$206K -$12.6K -131 -6%
CAM
1278
Cozad Asset Management
Illinois
$206K +$206K +2,145 New
PAS
1279
Partnervest Advisory Services
California
$205K +$205K +2,141 New
AAP
1280
Arax Advisory Partners
Colorado
$204K +$1.34K +14 +0.7%
GLI
1281
Guardian Life Insurance
New York
$204K +$3.45K +36 +2%
EBT
1282
Enterprise Bank & Trust
Massachusetts
$204K +$204K +2,133 New
SDAM
1283
Shulman DeMeo Asset Management
New York
$204K +$204K +7,911 New
SIM
1284
Sonora Investment Management
Arizona
$203K +$57.4K +600 +39%
BST
1285
Bath Savings Trust
Maine
$201K +$201K +2,097 New
AHC
1286
Adell Harriman & Carpenter
Texas
$201K +$201K +2,092 New
TCM
1287
Tradewinds Capital Management
Washington
$200K +$192 +2 +0.1%
TC
1288
Telemus Capital
Michigan
$200K +$200K +2,087 New
MCA
1289
Mercer Capital Advisers
New Jersey
$197K – – –
CSS
1290
Cubist Systematic Strategies
Connecticut
$193K -$6.13M -63,827 -97%
CBT
1291
Central Bank & Trust
Kentucky
$192K – – –
BAM
1292
Barrett Asset Management
New York
$191K – – –
Parallax Volatility Advisers
1293
Parallax Volatility Advisers
California
$190K +$109K +1,134 +135%
PB
1294
Pinnacle Bancorp
Nebraska
$188K – – –
SCM
1295
Silvant Capital Management
Georgia
$181K -$39.8K -415 -18%
BPSG
1296
Brookfield Public Securities Group
New York
$180K +$180K +1,878 New
SFSIG
1297
San Francisco Sentry Investment Group
California
$177K +$2.11K +22 +1%
HCA
1298
Horan Capital Advisors
Ohio
$177K +$177K +1,843 New
WEC
1299
Winslow Evans & Crocker
Massachusetts
$176K -$18.3K -188 -9%
CMBA
1300
C.M. Bidwell & Associates
Hawaii
$176K +$176K +1,835 New
50 51
52
53 54