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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
$1.22B
2
Capital Research Global Investors
Capital Research Global Investors
California
$486M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
4
Citadel Advisors
Citadel Advisors
Florida
$196M
5
State Street
State Street
Massachusetts
$3.64B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$569M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$131M
4
CC
Carlson Capital
Texas
$0
5
SG Americas Securities
SG Americas Securities
New York
$9.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
126
ClearBridge Investments (Australia)
Australia
$32.1M +$31.5M +348,563 +5,332%
WA
127
WestEnd Advisors
North Carolina
$31.5M -$2.25M -24,616 -7%
Fidelity International
128
Fidelity International
Bermuda
$31.1M -$20.2M -221,941 -39%
Macquarie Group
129
Macquarie Group
Australia
$30.5M +$1.29M +14,141 +4%
SOADOR
130
State of Alaska Department of Revenue
Alaska
$30.4M -$1.67M -18,364 -5%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$30.3M – – –
ASRS
132
Arizona State Retirement System
Arizona
$30M +$424K +4,644 +1%
M&T Bank
133
M&T Bank
New York
$29.8M +$573K +6,280 +2%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$29.7M +$299K +3,280 +1%
BC
135
Bruce & Co
Illinois
$29.5M – – –
HighTower Advisors
136
HighTower Advisors
Illinois
$28.9M -$3.13M -34,327 -10%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$28.8M +$1.46M +15,987 +5%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$28.7M +$523K +5,729 +2%
ESCM
139
Echo Street Capital Management
New York
$28.7M +$17.7M +193,663 +161%
CFC
140
Cincinnati Financial Corp
Ohio
$28.3M – – –
MAM
141
Magellan Asset Management
Australia
$27.1M +$2.82M +30,952 +12%
UIM
142
USS Investment Management
United Kingdom
$27M -$11M -121,019 -29%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$26.4M +$596K +6,566 +2%
QI
144
QS Investors
New York
$26.2M +$2.45M +27,078 +10%
AIA
145
Avalon Investment & Advisory
Texas
$25.7M +$770K +8,446 +3%
GC
146
Guggenheim Capital
Illinois
$25.2M -$610K -6,684 -2%
UB
147
UMB Bank
Missouri
$25.2M +$302K +3,316 +1%
RPI
148
Railway Pension Investments
United Kingdom
$25.1M – – –
VDI
149
Vaughan David Investments
Illinois
$25M +$64.5K +707 +0.3%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$23.7M -$766K -8,402 -3%
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