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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
1451
Winthrop Partners - WNY
New York
$2.95K – – –
RIA
1452
RPG Investment Advisory
California
$2K – – –
CAGAS
1453
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CF
1454
Centaurus Financial
California
$1.83K +$366 +33 +25%
TFA
1455
Transamerica Financial Advisors
Florida
$1K -$179K -1,968 -99%
HIIFS
1456
Harel Insurance Investments & Financial Services
Israel
$1K -$3.75K -45 -79%
HH
1457
HWG Holdings
Texas
$1K – – –
CT
1458
Chicago Trust
Illinois
$640 -$33 -370 -5%
JPLA
1459
Joseph P. Lucia & Associates
New York
$100 +$100 +9,011 New
WRF
1460
Waddell & Reed Financial
Kansas
– -$35.7M -413,800 Closed
Two Sigma Investments
1461
Two Sigma Investments
New York
– -$19.6M -226,606 Closed
Kayne Anderson Rudnick Investment Management
1462
Kayne Anderson Rudnick Investment Management
California
– -$12.2M -141,493 Closed
GVI
1463
Green Valley Investors
Delaware
– -$7.73M -89,544 Closed
XK
1464
Xact Kapitalforvaltning
Sweden
– -$5.66M -65,635 Closed
CIM
1465
Castleton Investment Management
Connecticut
– -$4.2M -48,616 Closed
BIA
1466
Barry Investment Advisors
Massachusetts
– -$4.03M -46,708 Closed
Holocene Advisors
1467
Holocene Advisors
New York
– -$3.44M -39,913 Closed
DIP
1468
DT Investment Partners
Pennsylvania
– -$3.37M -39,084 Closed
MSE
1469
MUFG Securities EMEA
United Kingdom
– -$3.02M -35,000 Closed
DP
1470
DSAM Partners
United Kingdom
– -$2.59M -30,000 Closed
EAM
1471
Eagle Asset Management
Florida
– -$2.45M -28,357 Closed
CCA
1472
Catalyst Capital Advisors
New York
– -$2.17M -25,100 Closed
TCM
1473
Tuttle Capital Management
Connecticut
– -$1.95M -22,638 Closed
DAS
1474
Dynamic Advisor Solutions
Arizona
– -$1.88M -21,897 Closed
QIM
1475
Quantitative Investment Management
Virginia
– -$1.86M -21,600 Closed
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