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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 %
II
276
IFM Investors
Australia
$6.08M -$180K -2,154 -3%
ProShare Advisors
277
ProShare Advisors
Maryland
$6.02M -$4.58M -56,631 -43%
Schroder Investment Management Group
278
Schroder Investment Management Group
United Kingdom
$5.98M -$1.03M -12,713 -15%
TCM
279
Tufton Capital Management
Maryland
$5.98M +$7.44K +92 +0.1%
B
280
BP
United Kingdom
$5.96M – – –
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$5.96M -$2.86M -35,391 -32%
OAM
282
Oppenheimer Asset Management
New York
$5.96M +$5.02M +62,075 +537%
FFIC
283
First Fiduciary Investment Counsel
Ohio
$5.92M +$3.69M +45,621 +166%
Public Sector Pension Investment Board (PSP Investments)
284
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.89M -$4.34M -53,660 -42%
CA
285
Cullinan Associates
Kentucky
$5.89M +$391K +4,835 +7%
GCA
286
Guardian Capital Advisors
Ontario, Canada
$5.87M -$6K -110 -0.1%
PSP
287
Principal Street Partners
Tennessee
$5.86M -$923K -11,418 -14%
LW
288
Linscomb Wealth
Texas
$5.79M +$329K +4,072 +6%
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$5.77M +$793K +9,800 +16%
BCV
290
Banque Cantonale Vaudoise
Switzerland
$5.77M +$2.32M +28,658 +67%
ECM
291
Estabrook Capital Management
New York
$5.75M -$289K -3,578 -5%
ANI
292
American National Insurance
Texas
$5.75M – – –
AIM
293
Achmea Investment Management
Netherlands
$5.74M +$5.74M +70,921 New
Cerity Partners
294
Cerity Partners
New York
$5.68M -$169K -2,087 -3%
FCBT
295
First Citizens Bank & Trust
North Carolina
$5.66M +$348K +4,301 +7%
PP
296
Patten & Patten
Tennessee
$5.65M -$326K -4,034 -5%
UCFA
297
United Capital Financial Advisors
Texas
$5.6M -$291K -3,596 -5%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$5.53M -$565K -6,991 -9%
Jane Street
299
Jane Street
New York
$5.49M +$171K +2,110 +3%
BRWM
300
B. Riley Wealth Management
Tennessee
$5.46M +$5.28M +65,274 +2,863%
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