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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WorldQuant Millennium Advisors
251
WorldQuant Millennium Advisors
New York
$7.25M +$7.25M +89,627 New
VIP
252
Vantage Investment Partners
Missouri
$7.2M +$81.4K +1,006 +1%
SC
253
SouthState Corp
Florida
$7.17M +$414K +5,127 +6%
GFPC
254
Global Financial Private Capital
Florida
$7.11M -$1.55M -19,093 -18%
RFC
255
Regions Financial Corp
Alabama
$7.04M +$150K +1,852 +2%
MDCM
256
Morgan Dempsey Capital Management
Wisconsin
$7.04M +$1.68M +20,767 +31%
DILIC
257
Dai-ichi Life Insurance Company
Japan
$6.81M -$5.6M -69,264 -45%
WF
258
Welch & Forbes
Massachusetts
$6.75M -$214K -2,648 -3%
WIC
259
Woodmont Investment Counsel
Tennessee
$6.71M +$118K +1,463 +2%
MNBTD
260
Moody National Bank Trust Division
Texas
$6.56M +$81.4K +1,007 +1%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$6.54M +$1.05M +12,987 +19%
Connor, Clark & Lunn Investment Management (CC&L)
262
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.53M +$6.53M +80,725 New
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$6.52M -$14.5M -179,388 -69%
BCIM
264
British Columbia Investment Management
British Columbia, Canada
$6.49M -$7.41M -91,675 -53%
AI
265
Atria Investments
North Carolina
$6.46M +$874K +10,803 +16%
HIMCH
266
Hartford Investment Management Co (HIMCO)
Connecticut
$6.45M -$2.03M -25,060 -24%
SGI
267
Summit Global Investments
Utah
$6.39M +$6.39M +78,968 New
NAM
268
Nissay Asset Management
Japan
$6.36M +$205K +2,536 +3%
AAM
269
Advisors Asset Management
Colorado
$6.3M +$1.11M +13,679 +21%
FPB
270
First PREMIER Bank
South Dakota
$6.25M +$43.8K +541 +0.7%
WG
271
Winton Group
United Kingdom
$6.21M -$5.09M -62,891 -45%
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$6.2M +$4.34M +53,625 +233%
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$6.19M +$441K +5,450 +8%
WB
274
WesBanco Bank
West Virginia
$6.1M +$197K +2,433 +3%
UR
275
USCA RIA
Texas
$6.1M +$568K +7,017 +10%
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