DUK icon

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 %
SIC
1551
Samalin Investment Counsel
New York
$5K +$5K +65 New
LGWM
1552
Litman Gregory Wealth Management
California
$4K +$4K +41 New
BWP
1553
Baldwin Wealth Partners
Massachusetts
$3K – – –
RIA
1554
RPG Investment Advisory
California
$2K – – –
TFA
1555
Transamerica Financial Advisors
Florida
$2K – – –
EI
1556
Ellevest Inc
New York
$1K -$3K -33 -75%
LWA
1557
Lenox Wealth Advisors
New York
$1K +$1K +6 New
PGAM
1558
Princeton Global Asset Management
New Jersey
$293 +$129 +1,408 +78%
LS
1559
Leelyn Smith
Illinois
$49 +$49 +537 New
Capital International Investors
1560
Capital International Investors
California
– -$110M -1,148,878 Closed
CC
1561
Carlson Capital
Texas
– -$44M -458,650 Closed
ZIG
1562
Zurich Insurance Group
Switzerland
– -$24.1M -251,743 Closed
Assenagon Asset Management
1563
Assenagon Asset Management
Luxembourg
– -$20.2M -210,811 Closed
QIM
1564
Quantitative Investment Management
Virginia
– -$17.2M -179,404 Closed
CPP
1565
Crow Point Partners
Massachusetts
– -$14.4M -150,000 Closed
Nomura Holdings
1566
Nomura Holdings
Japan
– -$8.68M -90,300 Closed
BA
1567
Bridgewater Associates
Connecticut
– -$7.51M -78,390 Closed
N
1568
Natixis
France
– -$4.51M -47,032 Closed
SFM
1569
Soros Fund Management
New York
– -$3.07M -32,003 Closed
SCP
1570
Syntal Capital Partners
Texas
– -$1.89M -29,245 Closed
MSE
1571
MUFG Securities EMEA
United Kingdom
– -$2.57M -26,827 Closed
WCM
1572
Weld Capital Management
New York
– -$2.51M -26,147 Closed
QT
1573
Quantbot Technologies
New York
– -$1.32M -13,748 Closed
PCM
1574
Price Capital Management
Louisiana
– -$1.21M -12,585 Closed
TRCT
1575
Tower Research Capital (TRC)
New York
– -$1.16M -12,097 Closed
61 62
63
64 65