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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 %
CFC
126
Cincinnati Financial Corp
Ohio
$27.9M – – –
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$27M -$8.62M -95,726 -24%
GC
128
Guggenheim Capital
Illinois
$26.4M +$1.9M +21,118 +8%
CB
129
Commerce Bank
Missouri
$26.3M +$240K +2,662 +0.9%
ZP
130
Zimmer Partners
New York
$26M -$56.8M -631,488 -69%
HighTower Advisors
131
HighTower Advisors
Illinois
$25.9M -$417K -4,620 -2%
HAI
132
Hennessy Advisors Inc
California
$25.9M +$810K +9,000 +3%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$25.7M +$2.96M +32,922 +13%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$25.7M -$2.22M -24,665 -8%
UB
135
UMB Bank
Missouri
$25.2M -$305K -3,391 -1%
SCM
136
Stevens Capital Management
Pennsylvania
$25.1M +$25.1M +278,910 New
BGIM
137
Brandywine Global Investment Management
Pennsylvania
$24.8M -$20.8M -230,747 -46%
Macquarie Group
138
Macquarie Group
Australia
$24.6M +$1.18M +13,143 +5%
Aviva
139
Aviva
United Kingdom
$24.3M +$29.6K +329 +0.1%
AIA
140
Avalon Investment & Advisory
Texas
$24.1M -$24.1K -268 -0.1%
VDI
141
Vaughan David Investments
Illinois
$23.9M +$538K +5,979 +2%
BC
142
Brookfield Corp
Ontario, Canada
$22.8M -$10.4M -115,512 -31%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$22.2M -$9.83M -109,208 -31%
Caisse de Depot et Placement du Quebec (CDPQ)
144
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.2M -$7.97M -88,500 -26%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$22.1M – – –
AIG
146
American International Group
New York
$22M +$301K +3,344 +1%
Victory Capital Management
147
Victory Capital Management
Texas
$21.5M -$33.8M -375,676 -61%
SOMRS
148
State of Michigan Retirement System
Michigan
$21.5M +$495K +5,500 +2%
SAM
149
Shell Asset Management
Netherlands
$21.5M -$855K -9,501 -4%
MAM
150
Magellan Asset Management
Australia
$21.4M +$3.36M +37,330 +19%
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