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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$293M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$377M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.61B
5
Morgan Stanley
Morgan Stanley
New York
$439M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$8.77M
2
Invesco
Invesco
Georgia
$814M
3
State Street
State Street
Massachusetts
$3.4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$472M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
251
Delta Asset Management
Tennessee
$8.22M +$60.4K +682 +0.7%
Jane Street
252
Jane Street
New York
$8.15M -$10.4M -117,755 -56%
TU
253
TDAM USA
Ontario, Canada
$8.13M -$1.75M -19,770 -18%
KeyBank National Association
254
KeyBank National Association
Ohio
$8.09M -$106K -1,192 -1%
SAM
255
Securian Asset Management
Minnesota
$7.93M +$882K +9,956 +13%
BL
256
BCWM LLC
Kansas
$7.9M +$132K +1,495 +2%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.89M +$1.61M +18,200 +26%
Jones Financial Companies
258
Jones Financial Companies
Missouri
$7.85M +$268K +3,023 +4%
CWM
259
CIBC World Markets
New York
$7.84M +$1.45M +16,413 +23%
SCM
260
Symons Capital Management
Pennsylvania
$7.81M -$359K -4,055 -4%
SC
261
SouthState Corp
Florida
$7.8M -$156K -1,761 -2%
AAS
262
Avantax Advisory Services
Texas
$7.76M +$5.23M +58,922 +207%
VFA
263
Voya Financial Advisors
Connecticut
$7.69M -$324K -3,928 -4%
LW
264
Linscomb Wealth
Texas
$7.61M +$229K +2,590 +3%
ProShare Advisors
265
ProShare Advisors
Maryland
$7.6M -$19.9K -225 -0.3%
WMSA
266
Weiss Multi-Strategy Advisers
New York
$7.53M +$7.53M +85,000 New
AWM
267
Arbor Wealth Management
Florida
$7.47M +$2.73M +30,883 +58%
LSV Asset Management
268
LSV Asset Management
Illinois
$7.44M -$12.3M -138,500 -62%
TPCW
269
TD Private Client Wealth
New York
$7.43M -$567K -6,400 -7%
WF
270
Welch & Forbes
Massachusetts
$7.35M +$57.5K +649 +0.8%
GWM
271
Geneos Wealth Management
Colorado
$7.28M -$997K -12,086 -12%
LMIM
272
Lockheed Martin Investment Management
Maryland
$7.28M -$800K -9,030 -10%
WorldQuant Millennium Advisors
273
WorldQuant Millennium Advisors
New York
$7.23M +$32.4K +366 +0.5%
MNBTD
274
Moody National Bank Trust Division
Texas
$7.14M +$10.5K +119 +0.1%
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$7.04M -$143K -1,559 -2%
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