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Duke Energy
DUK

Overview Fund Activity

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.44B
2
Barclays
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
Two Sigma Investments
New York
$180M
5
Charles Schwab
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$873M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
251
Cubist Systematic Strategies
Connecticut
$10.7M +$7.23M +68,971 +209%
MOACM
252
Mutual of America Capital Management
New York
$10.7M +$65.4K +623 +0.6%
FNBT
253
FineMark National Bank & Trust
Florida
$10.6M +$234K +2,228 +2%
II
254
IFM Investors
Australia
$10.5M -$240K -2,285 -2%
ECM
255
ExodusPoint Capital Management
New York
$10.5M +$4.73M +45,114 +82%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$617K +5,885 +6%
LW
257
Linscomb Wealth
Texas
$9.93M +$162K +1,548 +2%
OC
258
Oppenheimer & Co
New York
$9.84M -$71.6K -683 -0.7%
KAS
259
Kestra Advisory Services
Texas
$9.83M -$3.3M -31,488 -25%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$9.83M -$94.3K -899 -1%
ACM
261
AlphaStar Capital Management
North Carolina
$9.79M +$84.5K +812 +0.9%
PAG
262
Private Advisor Group
New Jersey
$9.48M -$3.12M -29,705 -25%
MLICM
263
Metropolitan Life Insurance Company (MetLife)
New York
$9.23M -$269K -2,560 -3%
SC
264
SouthState Corp
Florida
$9.07M -$92.4K -881 -1%
SAM
265
Securian Asset Management
Minnesota
$8.98M -$64K -610 -0.7%
Jones Financial Companies
266
Jones Financial Companies
Missouri
$8.87M +$120K +1,146 +1%
MDCM
267
Morgan Dempsey Capital Management
Wisconsin
$8.86M -$336K -3,206 -4%
DADC
268
D.A. Davidson & Co
Montana
$8.74M -$155K -1,477 -2%
CC
269
Coann Capital
Connecticut
$8.69M +$8.69M +82,848 New
WF
270
Welch & Forbes
Massachusetts
$8.66M +$31.5K +300 +0.4%
NAM
271
Nissay Asset Management
Japan
$8.65M +$268K +2,556 +3%
AWAG
272
ARS Wealth Advisors Group
Florida
$8.63M +$149K +1,420 +2%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$8.6M +$7.32M +70,348 +575%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$8.6M +$331K +3,154 +4%
KeyBank National Association
275
KeyBank National Association
Ohio
$8.43M -$40.6K -387 -0.5%
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