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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 %
WEC
1376
Winslow Evans & Crocker
Massachusetts
$158K -$10.8K -116 -6%
AA
1377
Advisory Alpha
Michigan
$156K -$2.1K -23 -1%
CAM
1378
Cacti Asset Management
Georgia
$152K – – –
EWM
1379
EPG Wealth Management
Georgia
$152K +$152K +1,665 New
H
1380
Hexavest
Quebec, Canada
$148K – – –
ATC
1381
Adirondack Trust Company
New York
$148K +$10.1K +104 +7%
FGAM
1382
Financial Gravity Asset Management
Texas
$142K -$51.2K -202 -27%
FCM
1383
Firestone Capital Management
Florida
$142K +$142K +1,552 New
HIA
1384
Harbor Investment Advisory
Maryland
$142K +$142K +1,556 New
CIA
1385
CSat Investment Advisory
Michigan
$141K +$20.8K +229 +17%
RFA
1386
Reilly Financial Advisors
California
$141K +$44.4K +486 +46%
KTC
1387
Kistler-Tiffany Companies
Pennsylvania
$139K -$729 -8 -0.5%
HWM
1388
Howard Wealth Management
Connecticut
$139K +$139K +1,533 New
TFA
1389
Toth Financial Advisory
Virginia
$135K +$1.09K +12 +0.8%
CTB
1390
Country Trust Bank
Illinois
$134K +$6.11K +67 +5%
LWM
1391
Liberty Wealth Management
California
$133K +$2.36K +26 +2%
PCTC
1392
Perkins Coie Trust Company
Washington
$130K – – –
TL
1393
TrueWealth LLC
Georgia
$129K – – –
FIB
1394
First Interstate Bank
Montana
$125K – – –
AA
1395
AlphaMark Advisors
Kentucky
$124K – – –
VC
1396
Vestor Capital
Illinois
$123K – – –
AP
1397
Atwood & Palmer
Missouri
$123K – – –
SAM
1398
S.A. Mason
Michigan
$123K +$123K +1,344 New
VCM
1399
Versant Capital Management
Arizona
$122K -$28.5K -313 -19%
EIP
1400
Ellis Investment Partners
Pennsylvania
$119K +$900 +10 +0.8%
54 55
56
57 58