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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 %
IRAG
1426
Investment Research & Advisory Group
Georgia
$83K +$83K +910 New
VCM
1427
Vigilant Capital Management
Maine
$82K +$6.02K +66 +8%
VNA
1428
Valley National Advisers
Pennsylvania
$82K +$31K +339 +61%
PO
1429
Private Ocean
California
$82K +$32.1K +350 +64%
GDP
1430
Great Diamond Partners
Maine
$82K +$82K +903 New
LC
1431
Lindbrook Capital
California
$80K +$3.19K +35 +4%
MAM
1432
Meeder Asset Management
Ohio
$79K +$1.82K +20 +2%
WB
1433
West Bancorporation
Iowa
$79K +$79K +870 New
FMTCOCP
1434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K – – –
GAM
1435
Gemmer Asset Management
California
$76K -$912 -10 -1%
CWM
1436
Cranbrook Wealth Management
Michigan
$76K – – –
SQA
1437
Simon Quick Advisors
New Jersey
$74K +$17.4K +191 +31%
LWM
1438
Lenox Wealth Management
Ohio
$73K -$5.41K -59 -7%
GTAM
1439
Global Trust Asset Management
Florida
$73K – – –
BAM
1440
Bellevue Asset Management
Washington
$73K +$73K +796 New
MWP
1441
Meridian Wealth Partners
Pennsylvania
$73K +$73K +802 New
CI
1442
CX Institutional
Indiana
$72K – – –
HCM
1443
Horrell Capital Management
Arkansas
$69K -$245K -2,666 -78%
BRC
1444
Bell Rock Capital
Delaware
$69K – – –
SIAS
1445
Shine Investment Advisory Services
Colorado
$66K +$4.58K +50 +7%
EWM
1446
Edge Wealth Management
New York
$62K +$274 +3 +0.4%
FWM
1447
FSA Wealth Management
Massachusetts
$62K +$62K +683 New
EDRH
1448
Edmond de Rothschild Holding
Switzerland
$61K – – –
CA
1449
Centerpoint Advisors
Massachusetts
$60K – – –
LF
1450
Lee Financial
Texas
$59K – – –
56 57
58
59 60