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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 %
WPW
1601
Waldron Private Wealth
Pennsylvania
– -$216K -2,255 Closed
AHB
1602
Abner Herrman & Brock
New Jersey
– -$215K -2,245 Closed
CPA
1603
Capital Planning Advisors
California
– -$213K -2,224 Closed
IC
1604
Intersect Capital
California
– -$211K -2,206 Closed
RHFI
1605
Reilly Herbert Faulkner III
– -$210K -2,189 Closed
BMC
1606
Benin Management Corp
Connecticut
– -$209K -2,182 Closed
RWM
1607
RBA Wealth Management
California
– -$209K -2,177 Closed
CBFP
1608
Cedar Brook Financial Partners
Ohio
– -$207K -2,158 Closed
ERIM
1609
Eagle Ridge Investment Management
Connecticut
– -$206K -2,145 Closed
CAM
1610
Cozad Asset Management
Illinois
– -$206K -2,145 Closed
PAS
1611
Partnervest Advisory Services
California
– -$205K -2,141 Closed
EBT
1612
Enterprise Bank & Trust
Massachusetts
– -$204K -2,133 Closed
BST
1613
Bath Savings Trust
Maine
– -$201K -2,097 Closed
TC
1614
Telemus Capital
Michigan
– -$200K -2,087 Closed
SWP
1615
Strategic Wealth Partners
Ohio
– -$10.8K -2,071 Closed
CMBA
1616
C.M. Bidwell & Associates
Hawaii
– -$176K -1,835 Closed
HS
1617
Horan Securities
United States
– -$165K -1,716 Closed
KBFS
1618
Kohmann Bosshard Financial Services
Ohio
– -$146K -1,523 Closed
OFS
1619
Orrstown Financial Services
Pennsylvania
– -$105K -1,133 Closed
GSWM
1620
Golden State Wealth Management
California
– -$97K -1,014 Closed
WC
1621
Weil Company
California
– -$79K -829 Closed
NCM
1622
Nelson Capital Management
California
– -$70K -732 Closed
APSP
1623
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$57K -593 Closed
HCM
1624
Hilton Capital Management
New York
– -$42K -433 Closed
NIC
1625
Northwest Investment Counselors
Oregon
– -$38K -397 Closed
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