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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 %
GT
1451
Glenmede Trust
Pennsylvania
$7.37K -$304 -3,175 -4%
BC
1452
Barnett & Company
Tennessee
$6K -$11.1K -124 -65%
POIA
1453
Pin Oak Investment Advisors
Texas
$6K -$1.3K -13 -18%
IF
1454
Ironwood Financial
Arizona
$6K – – –
HR
1455
Howe & Rusling
New York
$5K -$111K -1,112 -96%
EI
1456
Ellevest Inc
New York
$4K -$32.4K -356 -89%
WPW
1457
Winthrop Partners - WNY
New York
$3.16K – – –
BWP
1458
Baldwin Wealth Partners
Massachusetts
$3K – – –
TFA
1459
Transamerica Financial Advisors
Florida
$2K -$1.17K -7 -37%
CAGAS
1460
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
RIA
1461
RPG Investment Advisory
California
$2K – – –
AMCA
1462
Arthur M. Cohen & Associates
Illinois
$273 +$273 +2,846 New
Balyasny Asset Management
1463
Balyasny Asset Management
Illinois
– -$64.2M -727,722 Closed
Point72 Asset Management
1464
Point72 Asset Management
Connecticut
– -$36.1M -408,639 Closed
ZP
1465
Zimmer Partners
New York
– -$26.3M -297,599 Closed
Voloridge Investment Management
1466
Voloridge Investment Management
Florida
– -$17.9M -203,126 Closed
LM
1467
Luminus Management
Texas
– -$13.6M -154,300 Closed
QC
1468
Quadrature Capital
United Kingdom
– -$12.2M -138,731 Closed
CBOA
1469
Commonwealth Bank of Australia
Australia
– -$11.2M -127,525 Closed
ERSOT
1470
Employees Retirement System of Texas
Texas
– -$6.27M -71,000 Closed
NC
1471
Northpointe Capital
Michigan
– -$5.02M -56,909 Closed
GAM
1472
Griffin Asset Management
New York
– -$4.79M -54,300 Closed
SEC
1473
Seven Eight Capital
New York
– -$4.78M -54,200 Closed
BSA
1474
Braun Stacey Associates
New York
– -$4.33M -49,109 Closed
Marshall Wace
1475
Marshall Wace
United Kingdom
– -$2.99M -33,879 Closed
57 58
59
60 61