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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
+$370M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$270M
4
Citadel Advisors
Citadel Advisors
Florida
+$192M
5
State Street
State Street
Massachusetts
+$192M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$110M
2
Renaissance Technologies
Renaissance Technologies
New York
-$101M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.4M
4
CC
Carlson Capital
Texas
-$44M
5
SG Americas Securities
SG Americas Securities
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
1476
QCI Asset Management
New York
$32K -$9.52K -105 -23%
JWBC
1477
John W. Brooker & Co
California
$32K +$32K +346 New
TIM
1478
Tortoise Investment Management
New York
$30K – – –
AP
1479
Arlington Partners
Alabama
$30K – – –
GSC
1480
G&S Capital
Colorado
$30K – – –
PCA
1481
Peddock Capital Advisors
Massachusetts
$30K +$30K +330 New
PP
1482
Pacifica Partners
Canada
$30K +$30K +333 New
CAL
1483
Capital Analysts LLC
Pennsylvania
$29K -$10.6K -116 -27%
DI
1484
Disciplined Investments
Oklahoma
$29K +$29K +317 New
HCM
1485
Highlander Capital Management
New Jersey
$28K – – –
JWM
1486
Janiczek Wealth Management
Colorado
$28K – – –
CHAM
1487
Clear Harbor Asset Management
Connecticut
$27.4K +$27.4K +300 New
HGWM
1488
Harvest Group Wealth Management
Massachusetts
$27K +$272 +3 +1%
SL
1489
Savior LLC
Massachusetts
$27K +$27K +292 New
SC
1490
Solstein Capital
California
$27K +$27K +299 New
MAWCM
1491
Mine & Arao Wealth Creation & Management
California
$27K +$27K +300 New
PI
1492
PineBridge Investments
New York
$26K -$69.8K -760 -73%
CH
1493
Canton Hathaway
Rhode Island
$26K – – –
1832 Asset Management
1494
1832 Asset Management
Ontario, Canada
$25K -$456 -5 -2%
CAL
1495
Capital Advisors Ltd
Ohio
$24K – – –
SIA
1496
SeaBridge Investment Advisors
New Jersey
$24K – – –
EAM
1497
Eukles Asset Management
Ohio
$24K – – –
PWP
1498
Personal Wealth Partners
Minnesota
$24K – – –
FWM
1499
Focused Wealth Management
New York
$23K +$7.49K +83 +48%
RG
1500
Retirement Group
California
$23K +$23K +253 New
58 59
60
61 62