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Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
201
Stephens Inc
Arkansas
$14M +$166K +1,733 +1%
TU
202
TDAM USA
Ontario, Canada
$14M -$1.88M -19,633 -12%
MSL
203
Mackay Shields LLC
New York
$13.9M -$1.27M -13,274 -8%
BAM
204
Bruderman Asset Management
New York
$13.8M -$1.4M -15,533 -9%
UH
205
Unigestion Holding
Switzerland
$13.7M -$6.27M -65,421 -31%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.6M +$4.44M +46,308 +49%
CGH
207
Crossmark Global Holdings
Texas
$13.5M +$8.65M +90,199 +180%
CFA
208
Carroll Financial Associates
North Carolina
$13.4M -$262K -2,736 -2%
FCI
209
Financial Counselors Inc
Kansas
$13.4M +$317K +3,304 +2%
IAA
210
Independent Advisor Alliance
North Carolina
$13.4M -$795K -8,347 -6%
URS
211
Utah Retirement Systems
Utah
$13.3M +$115K +1,200 +0.9%
CIC
212
Crawford Investment Counsel
Georgia
$13.1M -$192K -2,006 -1%
TPSF
213
Texas Permanent School Fund
Texas
$13M -$449K -4,685 -3%
TAM
214
Tocqueville Asset Management
New York
$12.8M -$182K -1,898 -1%
JFL
215
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.8M -$1.19M -12,451 -9%
BC
216
Blackstart Capital
New York
$12.8M -$10.4M -108,302 -45%
TAM
217
Tyers Asset Management
Texas
$12.7M +$3.05M +31,834 +32%
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$12.7M +$417K +4,349 +3%
SIM
219
Sadoff Investment Management
Wisconsin
$12.6M -$38.3K -400 -0.3%
PTC
220
Philadelphia Trust Company
Pennsylvania
$12.4M -$2.21M -23,046 -15%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$27.7K -289 -0.2%
CTA
222
Colonial Trust Advisors
South Carolina
$12.2M +$2.88K +30 +0%
MHC
223
Meyer Handelman Company
New York
$12.1M – – –
NB
224
Norinchukin Bank
Japan
$12.1M +$265K +2,767 +2%
American Century Companies
225
American Century Companies
Missouri
$11.8M +$3.66M +38,160 +45%
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