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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 %
GFP
1276
Gryphon Financial Partners
Ohio
$247K -$84.6K -925 -26%
1WA
1277
180 Wealth Advisors
Washington
$247K -$370 -4 -0.1%
CCA
1278
Cobblestone Capital Advisors
New York
$247K – – –
CA
1279
CapWealth Advisors
Tennessee
$246K – – –
FA
1280
Fagan Associates
New York
$246K – – –
RWP
1281
RWA Wealth Partners
Massachusetts
$246K +$365 +4 +0.1%
SDAM
1282
Shulman DeMeo Asset Management
New York
$245K -$478K -5,230 -66%
SW
1283
SteelPeak Wealth
California
$245K +$245K +2,688 New
PIP
1284
Peachtree Investment Partners
Florida
$244K +$19.6K +215 +9%
MFG
1285
Menard Financial Group
Texas
$243K +$243K +2,661 New
BG
1286
Berry Group
Massachusetts
$242K +$242K +2,657 New
EF
1287
Empirical Finance
Pennsylvania
$241K +$241K +2,643 New
FEM
1288
Fulcrum Equity Management
Texas
$240K +$2.46K +27 +1%
WBC
1289
West Branch Capital
Massachusetts
$239K -$81K -889 -25%
JIC
1290
Joel Isaacson & Co
New York
$238K – – –
WPP
1291
Whalerock Point Partners
Rhode Island
$237K -$82.7K -907 -26%
ITIM
1292
Indiana Trust & Investment Management
Indiana
$237K -$9.94K -109 -4%
SA
1293
Shilanski & Associates
Alaska
$235K -$365 -4 -0.2%
CF
1294
Centaurus Financial
California
$235K +$27.2K +298 +13%
VA
1295
Valmark Advisers
Ohio
$234K +$14K +153 +6%
AWA
1296
Arkadios Wealth Advisors
Georgia
$234K +$234K +2,334 New
CBT
1297
Capital Bank & Trust
California
$233K -$9.49K -104 -4%
EIM
1298
Essex Investment Management
Massachusetts
$233K – – –
FWCM
1299
Ferguson Wellman Capital Management
Oregon
$233K – – –
HWA
1300
Hilltop Wealth Advisors
North Carolina
$232K +$232K +2,544 New
50 51
52
53 54