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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 %
GSC
1401
G&S Capital
Colorado
$32K – – –
HCM
1402
Highlander Capital Management
New Jersey
$29K – – –
JWM
1403
Janiczek Wealth Management
Colorado
$29K – – –
GWA
1404
Guidant Wealth Advisors
Illinois
$28K – – –
CH
1405
Canton Hathaway
Rhode Island
$28K – – –
HGWM
1406
Harvest Group Wealth Management
Massachusetts
$28K +$285 +3 +1%
UB
1407
UMB Bank
Missouri
$26.2K -$470 -4,907 -2%
BWM
1408
BerganKDV Wealth Management
Minnesota
$26K – – –
AM
1409
Atwater Malick
Pennsylvania
$26K +$26K +272 New
SIA
1410
SeaBridge Investment Advisors
New Jersey
$25K – – –
CAL
1411
Capital Advisors Ltd
Ohio
$25K – – –
EAM
1412
Eukles Asset Management
Ohio
$25K – – –
PWP
1413
Personal Wealth Partners
Minnesota
$25K +$2.91K +30 +13%
PWMG
1414
Prestige Wealth Management Group
New Jersey
$25K +$5.47K +56 +28%
AIS
1415
Accurate Investment Solutions
Pennsylvania
$24K +$288 +3 +1%
JFA
1416
JNBA Financial Advisors
Minnesota
$23K -$9.71K -100 -30%
ME
1417
McIlrath & Eck
Washington
$23K – – –
LD
1418
Lipe & Dalton
New York
$23K – – –
LWA
1419
Lowe Wealth Advisors
Maryland
$22K – – –
EWM
1420
Elmwood Wealth Management
California
$22K – – –
HIIFS
1421
Harel Insurance Investments & Financial Services
Israel
$22K +$22K +229 New
BCI
1422
Brinker Capital Investments
Pennsylvania
$21K -$20.5K -213 -49%
TC
1423
Trust Company
Kansas
$21K – – –
1832 Asset Management
1424
1832 Asset Management
Ontario, Canada
$21K +$11.9K +158 +131%
RWG
1425
Regal Wealth Group
California
$19K – – –
55 56
57
58 59