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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
$898M
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.87B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.04B
4
BlackRock
BlackRock
New York
$4.92B
5
Victory Capital Management
Victory Capital Management
Texas
$104M

Top Sellers

1
PFC
Phocas Financial Corp
California
$634K
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$189M
3
Citadel Advisors
Citadel Advisors
Florida
$4.28M
4
Capital Research Global Investors
Capital Research Global Investors
California
$192M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
126
Macquarie Group
Australia
$30.7M +$891K +9,296 +3%
M&T Bank
127
M&T Bank
New York
$30.7M -$12.5K -130 -0%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$30.6M -$1.96M -20,464 -6%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$30.3M -$35.5M -370,660 -54%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$30.3M – – –
CFC
131
Cincinnati Financial Corp
Ohio
$29.7M – – –
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$29.6M +$2.06M +21,475 +7%
Axa
133
Axa
France
$29.4M +$7.55M +78,787 +35%
CA
134
Cortland Advisers
Delaware
$28.9M +$15.4M +161,122 +115%
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
$28.7M +$797K +8,313 +3%
Acadian Asset Management
136
Acadian Asset Management
Massachusetts
$28.1M +$2.38M +24,834 +9%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$28M +$25M +260,926 +827%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$27.3M +$501K +5,225 +2%
GC
139
Guggenheim Capital
Illinois
$27.1M -$1.3M -13,516 -5%
RPI
140
Railway Pension Investments
United Kingdom
$26.4M -$58.5K -610 -0.2%
AIA
141
Avalon Investment & Advisory
Texas
$26.3M +$580K +6,048 +2%
VDI
142
Vaughan David Investments
Illinois
$26.2M +$378K +3,946 +1%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$25.7M -$228K -2,381 -0.9%
MAM
144
Magellan Asset Management
Australia
$25.5M -$300K -3,134 -1%
HAI
145
Hennessy Advisors Inc
California
$25.4M -$575K -6,000 -2%
QI
146
QS Investors
New York
$25.2M +$2.59M +27,022 +11%
CB
147
Commerce Bank
Missouri
$25.1M -$4.28M -44,651 -15%
DPIM
148
Duff & Phelps Investment Management
Illinois
$24.8M – – –
Aviva
149
Aviva
United Kingdom
$24.7M -$1.13M -11,785 -4%
Man Group
150
Man Group
United Kingdom
$24.4M +$1.59M +16,540 +7%
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