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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 %
KWMG
1326
King Wealth Management Group
Florida
$214K – – –
FWM
1327
Foresight Wealth Management
Utah
$214K – – –
MIFH
1328
Migdal Insurance & Financial Holdings
Israel
$214K +$13.8K +152 +7%
TSS
1329
Two Sigma Securities
New York
$213K -$92.1K -1,011 -30%
CA
1330
Capital Advantage
California
$213K -$481 -5 -0.2%
IFAM
1331
Institutional & Family Asset Management
Colorado
$212K -$36.8K -403 -15%
QCM
1332
Quest Capital Management
Texas
$212K -$11.8K -129 -5%
WTB
1333
Washington Trust Bank
Washington
$212K -$3.72K -41 -2%
SIG
1334
Sargent Investment Group
Maryland
$212K – – –
CCFCSB
1335
Cape Cod Five Cents Savings Bank
Massachusetts
$212K – – –
CRIG
1336
Charter Research & Investment Group
Connecticut
$212K +$212K +2,325 New
HFRG
1337
Houlihan Financial Resource Group
Virginia
$212K +$212K +2,327 New
PV
1338
Private Vista
Illinois
$210K +$365 +4 +0.2%
ST
1339
Smithfield Trust
Pennsylvania
$208K -$6.02K -66 -3%
BRWM
1340
B. Riley Wealth Management
Tennessee
$208K – – –
PA
1341
Procyon Advisors
Connecticut
$208K +$208K +2,275 New
GG
1342
Gleason Group
Kentucky
$208K +$208K +2,285 New
ECG
1343
Edge Capital Group
Georgia
$207K -$13.6K -149 -6%
GCA
1344
Greenwood Capital Associates
South Carolina
$207K – – –
FC
1345
FCA Corp
Texas
$206K – – –
PWM
1346
Provident Wealth Management
Tennessee
$206K +$206K +2,256 New
TC
1347
Tatro Capital
Kentucky
$206K +$206K +2,264 New
CHP
1348
Cable Hill Partners
Oregon
$205K +$2.83K +31 +1%
ACPU
1349
Arrowgrass Capital Partners (US)
Delaware
$205K +$205K +2,251 New
BAM
1350
Brave Asset Management
New Jersey
$204K -$44.6K -490 -18%
52 53
54
55 56