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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 %
LC
1351
Lindbrook Capital
California
$81K -$3.94K -41 -5%
MAM
1352
Meeder Asset Management
Ohio
$81K -$3.63K -38 -4%
FMTCOCP
1353
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K – – –
GAM
1354
Gemmer Asset Management
California
$81K +$961 +10 +1%
CWM
1355
Cranbrook Wealth Management
Michigan
$80K – – –
VCM
1356
Vigilant Capital Management
Maine
$80K +$31.7K +330 +66%
CCM
1357
Cribstone Capital Management
Maine
$79K -$21.7K -227 -22%
WC
1358
Weil Company
California
$79K +$79K +829 New
AF
1359
Allworth Financial
California
$77K +$288 +3 +0.4%
GTAM
1360
Global Trust Asset Management
Florida
$76K -$1.71M -17,880 -96%
CI
1361
CX Institutional
Indiana
$76K +$1.53K +16 +2%
HI
1362
Human Investing
Oregon
$75K -$95 -1 -0.1%
FGAM
1363
Financial Gravity Asset Management
Texas
$73K -$5.75K -60 -7%
BRC
1364
Bell Rock Capital
Delaware
$73K – – –
NCM
1365
Nelson Capital Management
California
$70K +$70K +732 New
SIAS
1366
Shine Investment Advisory Services
Colorado
$64K – – –
EDRH
1367
Edmond de Rothschild Holding
Switzerland
$64K – – –
EWM
1368
Edge Wealth Management
New York
$64K +$189 +2 +0.3%
CA
1369
Centerpoint Advisors
Massachusetts
$63K – – –
SIS
1370
Sound Income Strategies
Florida
$62K -$127K -1,321 -67%
LF
1371
Lee Financial
Texas
$62K – – –
SQA
1372
Simon Quick Advisors
New Jersey
$60K – – –
MCM
1373
MV Capital Management
Maryland
$60K +$3.67K +38 +7%
APSP
1374
Asset Planning Services (Pennsylvania)
Pennsylvania
$57K +$577 +6 +1%
FPS
1375
Fieldpoint Private Securities
Connecticut
$56K +$3.36K +35 +6%
53 54
55
56 57