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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 %
NPF
1351
Norris Perne & French
Michigan
$204K -$9.14K -100 -4%
SAG
1352
Spotlight Asset Group
Illinois
$203K +$203K +2,243 New
SRC
1353
Sage Rhino Capital
California
$202K – – –
AWS
1354
Arkfeld Wealth Strategies
Nebraska
$202K +$202K +2,107 New
EW
1355
Evoke Wealth
California
$202K -$91 -1 -0%
CA
1356
Cornerstone Advisory
Maryland
$201K +$201K +2,206 New
FLPIM
1357
F.L. Putnam Investment Management
Massachusetts
$200K +$200K +2,194 New
GLI
1358
Guardian Life Insurance
New York
$196K +$1.37K +15 +0.7%
AAP
1359
Arax Advisory Partners
Colorado
$196K +$1.37K +15 +0.7%
TCM
1360
Tradewinds Capital Management
Washington
$193K +$2.83K +31 +1%
MCA
1361
Mercer Capital Advisers
New Jersey
$187K – – –
SIM
1362
Sonora Investment Management
Arizona
$184K -$9.1K -100 -5%
BAM
1363
Barrett Asset Management
New York
$182K – – –
CBT
1364
Central Bank & Trust
Kentucky
$182K – – –
PB
1365
Pinnacle Bancorp
Nebraska
$178K – – –
AWM
1366
Atticus Wealth Management
Florida
$176K +$176K +1,930 New
FP
1367
Financial Perspectives
Minnesota
$175K +$175K +1,924 New
MGIA
1368
Moneta Group Investment Advisors
Missouri
$174K +$45.6K +500 +36%
SFSIG
1369
San Francisco Sentry Investment Group
California
$173K +$4.47K +49 +3%
SCM
1370
Silvant Capital Management
Georgia
$172K – – –
HCA
1371
Horan Capital Advisors
Ohio
$168K – – –
WAP
1372
Wealthcare Advisory Partners
Pennsylvania
$168K +$13.9K +153 +9%
WPA
1373
West Paces Advisors
Georgia
$166K +$14.4K +158 +10%
HFM
1374
Hartford Financial Management
Connecticut
$164K +$1.64K +18 +1%
CWP
1375
CFM Wealth Partners
Texas
$162K +$162K +1,735 New
53 54
55
56 57