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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 %
CIA
1326
CSat Investment Advisory
Michigan
$126K +$15.5K +163 +14%
AWM
1327
AllSquare Wealth Management
New York
$124K – – –
CLOS
1328
Compagnie Lombard Odier SCmA
Switzerland
$120K +$72.1K +751 +151%
RE
1329
RBC Europe
United Kingdom
$118K – – –
SAM
1330
Shamrock Asset Management
Texas
$114K -$20.4K -213 -15%
WB
1331
Webster Bank
Connecticut
$114K +$82.5K +860 +261%
AIM
1332
Advantage Investment Management
Iowa
$113K – – –
WC
1333
Whitnell & Co
Illinois
$113K +$41K +427 +57%
AJ
1334
Ashburton (Jersey)
Jersey
$107K – – –
OFS
1335
Orrstown Financial Services
Pennsylvania
$105K – – –
SBL
1336
Sargent Bickham Lagudis
Colorado
$104K +$289 +3 +0.3%
RA
1337
Rational Advisors
New York
$102K +$35.2K +369 +53%
RFA
1338
Reilly Financial Advisors
California
$101K – – –
NPP
1339
New Potomac Partners
Maryland
$101K – – –
PI
1340
PineBridge Investments
New York
$100K -$767 -8 -0.8%
TF
1341
TimeScale Financial
Massachusetts
$99K -$20K -208 -17%
GWS
1342
Glassman Wealth Services
Virginia
$98K +$54.8K +570 +127%
TWA
1343
TCI Wealth Advisors
Arizona
$98K +$58.9K +617 +150%
BAMG
1344
Brand Asset Management Group
Missouri
$97K – – –
GSWM
1345
Golden State Wealth Management
California
$97K +$43.8K +458 +82%
QCMC
1346
Quantum Capital Management (California)
California
$97K +$97K +1,009 New
BCA
1347
Berman Capital Advisors
Georgia
$95K +$476 +5 +0.5%
IRC
1348
Investors Research Corp
Georgia
$88K – – –
PFGIA
1349
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$3.66K -38 -4%
LWM
1350
Lenox Wealth Management
Ohio
$82K +$28.5K +297 +53%
52 53
54
55 56