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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 %
NC
1426
NewSquare Capital
Pennsylvania
$18K – – –
CIR
1427
Clear Investment Research
Georgia
$18K – – –
SIAP
1428
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$190 +2 +1%
1NWS
1429
1 North Wealth Services
Maryland
$18K +$18K +192 New
FWM
1430
Focused Wealth Management
New York
$16K -$10.2K -110 -39%
RTC
1431
Riverview Trust Company
Washington
$16K – – –
FEG
1432
Financial Enhancement Group
Indiana
$16K – – –
WOC
1433
West Oak Capital
California
$14K – – –
GIC
1434
Gantzert Investment Company
Illinois
$14K – – –
CJA
1435
C-J Advisory
California
$14K – – –
BEI
1436
Benjamin Edwards Inc
Missouri
$13K +$2.07K +21 +19%
SMG
1437
Spectrum Management Group
Indiana
$12K – – –
MIM
1438
Macroview Investment Management
Maryland
$12K – – –
LFG
1439
LifePlan Financial Group
Ohio
$12K – – –
WAS
1440
Winch Advisory Services
Wisconsin
$12K +$94 +1 +0.8%
LJHT
1441
Laurie J. Hall Trustee
$11K – – –
SCA
1442
Stuart Chaussee & Associates
California
$11K – – –
SWP
1443
Strategic Wealth Partners
Ohio
$10.8K – – –
ACM
1444
AUA Capital Management
Pennsylvania
$10K – – –
JPLA
1445
Joseph P. Lucia & Associates
New York
$10K – – –
CDIA
1446
Capital Directions Investment Advisors
Georgia
$10K +$10K +100 New
TI
1447
Truehand Inc
New Hampshire
$9K – – –
WCM
1448
Wealthcare Capital Management
Virginia
$9K – – –
SJIM
1449
St. Johns Investment Management
Florida
$8K – – –
SGAM
1450
Smith Group Asset Management
Texas
$8K +$4.25K +43 +113%
56 57
58
59 60