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Duke Energy
DUK

Overview Fund Activity

1,459 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 570 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
+56
Holders Change %
+3.99%
% of All Funds
31.63%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.61%
New
144
Increased
570
Reduced
511
Closed
76
Calls
$553M
Puts
$311M
Net Calls
+$242M
Net Calls Change
+$165M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$208M
2
State Street
State Street
Massachusetts
+$143M
3
BlackRock
BlackRock
New York
+$115M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$103M
5
Citadel Advisors
Citadel Advisors
Florida
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
2
Goldman Sachs
Goldman Sachs
New York
-$128M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$89.7M
5
Capital World Investors
Capital World Investors
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$13.8M -$179K -1,984 -1%
GFPC
202
Global Financial Private Capital
Florida
$13.7M -$604K -6,714 -4%
JFL
203
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.6M -$777K -8,631 -5%
CIC
204
Canal Insurance Company
South Carolina
$13.5M – – –
IAA
205
Independent Advisor Alliance
North Carolina
$13.3M +$3.24M +36,035 +32%
TNB
206
Thomasville National Bank
Georgia
$13M +$144K +1,605 +1%
BCIM
207
British Columbia Investment Management
British Columbia, Canada
$12.8M -$5.88M -65,344 -31%
SI
208
Stephens Inc
Arkansas
$12.8M +$1.43M +15,847 +13%
TPSF
209
Texas Permanent School Fund
Texas
$12.7M -$176K -1,951 -1%
WIC
210
Willis Investment Counsel
Georgia
$12.7M -$275K -3,056 -2%
QC
211
Quadrature Capital
United Kingdom
$12.7M +$12M +133,166 +1,667%
Verition Fund Management
212
Verition Fund Management
Connecticut
$12.7M +$4.08M +45,358 +47%
CFA
213
Carroll Financial Associates
North Carolina
$12.5M +$463K +5,149 +4%
FCI
214
Financial Counselors Inc
Kansas
$12.3M -$31.4K -349 -0.3%
WMSA
215
Weiss Multi-Strategy Advisers
New York
$12.3M +$10.1M +112,584 +461%
NA
216
Neuburgh Advisers
California
$12.2M -$998K -11,084 -8%
TAM
217
Tocqueville Asset Management
New York
$12.2M -$135K -1,500 -1%
URS
218
Utah Retirement Systems
Utah
$12.1M +$166K +1,840 +1%
CIC
219
Crawford Investment Counsel
Georgia
$12M -$6.6M -73,320 -35%
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$11.9M -$3.81M -42,300 -24%
SIM
221
Sadoff Investment Management
Wisconsin
$11.7M +$392K +4,355 +3%
SCM
222
Symons Capital Management
Pennsylvania
$11.6M -$417K -4,633 -3%
CBOA
223
Commonwealth Bank of Australia
Australia
$11.6M -$54K -600 -0.5%
MHC
224
Meyer Handelman Company
New York
$11.5M – – –
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$11.5M +$552K +6,131 +5%
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9
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