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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 %
Kayne Anderson Rudnick Investment Management
1301
Kayne Anderson Rudnick Investment Management
California
$231K +$231K +2,530 New
AP
1302
Appleton Partners
Massachusetts
$231K +$231K +2,534 New
SWA
1303
Sutton Wealth Advisors
Florida
$231K +$274 +3 +0.1%
LBC
1304
Lowe Brockenbrough & Co
Virginia
$230K +$10.1K +111 +5%
EHC
1305
Everett Harris & Co
California
$230K +$230K +2,523 New
SB
1306
Strategic Blueprint
Georgia
$229K – – –
SJL
1307
Shayne & Jacobs LLC
Tennessee
$228K – – –
NJBEST
1308
New Jersey Better Educational Savings Trust
New Jersey
$228K +$228K +2,500 New
AHC
1309
Adell Harriman & Carpenter
Texas
$227K +$36.3K +398 +19%
MFG
1310
Magnus Financial Group
New York
$227K +$3K +33 +1%
WFMPM
1311
Woodley Farra Manion Portfolio Management
Indiana
$227K +$12.1K +133 +6%
AIM
1312
AIA Investment Management
Singapore
$224K +$13K +143 +6%
SMFS
1313
Squar Milner Financial Services
California
$223K -$158K -1,730 -41%
CAM
1314
Cubic Asset Management
Massachusetts
$223K – – –
SCI
1315
S&CO Inc
Massachusetts
$222K – – –
MC
1316
Middleton & Co
Massachusetts
$221K -$18.7K -205 -8%
WP
1317
WMS Partners
Maryland
$220K -$45.7K -500 -17%
MWM
1318
Mission Wealth Management
California
$220K +$2.92K +32 +1%
VCP
1319
Verus Capital Partners
Arizona
$220K +$220K +2,416 New
AF
1320
Advisornet Financial
Minnesota
$217K -$106K -1,166 -33%
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$217K +$217K +2,382 New
MW
1322
Marcum Wealth
Ohio
$216K +$216K +2,365 New
MCM
1323
Manchester Capital Management
Vermont
$215K – – –
HI
1324
HBK Investments
Texas
$215K +$215K +2,354 New
CCA
1325
Column Capital Advisors
Indiana
$215K +$215K +2,367 New
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