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Duke Energy
DUK

Overview Fund Activity

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$643M
2
Renaissance Technologies
Renaissance Technologies
New York
+$158M
3
O
OppenheimerFunds
New York
+$156M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$123M
5
BlackRock
BlackRock
New York
+$85.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$209M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$160M
3
Citadel Advisors
Citadel Advisors
Florida
-$156M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.4M
5
Millennium Management
Millennium Management
New York
-$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
1301
RPG Investment Advisory
California
$4K +$4K +47 New
BSG
1302
Black Swift Group
Colorado
$4K +$4K +49 New
CIA
1303
CSat Investment Advisory
Michigan
$3K -$140 -2 -4%
SFG
1304
SevenBridge Financial Group
Pennsylvania
$3K – – –
TCA
1305
Tortoise Capital Advisors
Kansas
$3K – – –
BWP
1306
Baldwin Wealth Partners
Massachusetts
$3K – – –
SGAM
1307
Smith Group Asset Management
Texas
$3K – – –
WPW
1308
Winthrop Partners - WNY
New York
$2.64K – – –
TFA
1309
Transamerica Financial Advisors
Florida
$2K – – –
CAGAS
1310
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
Financial Engines Advisors
1311
Financial Engines Advisors
California
$1K -$19K -266 -95%
MUS
1312
Mitsubishi UFJ Securities
Japan
$1K – – –
CAM
1313
ClariVest Asset Management
California
$1K +$1K +8 New
FRA
1314
Front Row Advisors
California
$531 – – –
WG
1315
Welch Group
Alabama
$492 – – –
WKWM
1316
Walter & Keenan Wealth Management
Indiana
$245 – – –
CF
1317
Centaurus Financial
California
$163 -$544K -6,679 -100%
Balyasny Asset Management
1318
Balyasny Asset Management
Illinois
– -$84.4M -1,067,591 Closed
PC
1319
PointState Capital
New York
– -$49.7M -628,818 Closed
Squarepoint
1320
Squarepoint
New York
– -$27.7M -350,290 Closed
CGM
1321
Centenus Global Management
New York
– -$23.7M -300,000 Closed
Royal London Asset Management
1322
Royal London Asset Management
United Kingdom
– -$23M -290,394 Closed
Adage Capital Partners
1323
Adage Capital Partners
Massachusetts
– -$21.6M -273,600 Closed
SHA
1324
Shelter Harbor Advisors
Connecticut
– -$13.8M -175,000 Closed
TPCM
1325
Tide Point Capital Management
Connecticut
– -$12.4M -156,659 Closed
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