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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 %
BEI
1526
Benjamin Edwards Inc
Missouri
$12K +$179 +2 +2%
HF
1527
Halpern Financial
Virginia
$11.2K +$11.2K +123 New
LJHT
1528
Laurie J. Hall Trustee
$11K – – –
SMG
1529
Spectrum Management Group
Indiana
$11K – – –
MIM
1530
Macroview Investment Management
Maryland
$11K – – –
SCA
1531
Stuart Chaussee & Associates
California
$11K – – –
CWA
1532
Capital Wealth Alliance
Arizona
$11K +$11K +108 New
CCM
1533
Cribstone Capital Management
Maine
$10K -$65.1K -716 -87%
JPLA
1534
Joseph P. Lucia & Associates
New York
$9K – – –
CDIA
1535
Capital Directions Investment Advisors
Georgia
$9K – – –
ACM
1536
AUA Capital Management
Pennsylvania
$9K – – –
SFPG
1537
Stonebridge Financial Planning Group
Florida
$9K +$9K +94 New
EWA
1538
Evolution Wealth Advisors
Florida
$9K +$9K +102 New
TCM
1539
TD Capital Management
Tennessee
$8K -$37.9K -441 -83%
TI
1540
Truehand Inc
New Hampshire
$8K – – –
TCWM
1541
Total Clarity Wealth Management
Illinois
$8K +$8K +86 New
LPWM
1542
Lake Point Wealth Management
Texas
$8K +$8K +90 New
SGAM
1543
Smith Group Asset Management
Texas
$7K – – –
AP
1544
Americana Partners
Texas
$7K +$7K +79 New
WAS
1545
Winch Advisory Services
Wisconsin
$6K -$6.59K -67 -52%
BC
1546
Barnett & Company
Tennessee
$6K -$91 -1 -1%
IF
1547
Ironwood Financial
Arizona
$6K – – –
PW
1548
Price Wealth
Texas
$6K +$6K +63 New
TI
1549
tru Independence
Oregon
$6K +$6K +66 New
POIA
1550
Pin Oak Investment Advisors
Texas
$5K – – –
60 61
62
63 64