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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
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFG
301
United Fire Group
Iowa
$6.93M – – –
NB
302
Norinchukin Bank
Japan
$6.8M -$42.8K -408 -0.6%
CG
303
Colony Group
Massachusetts
$6.77M -$645K -6,152 -9%
BIA
304
Biondo Investment Advisors
Pennsylvania
$6.74M +$333K +3,143 +5%
CIA
305
Capital Investment Advisors
Georgia
$6.73M -$40.8K -389 -0.6%
ECM
306
Estabrook Capital Management
New York
$6.69M -$194K -1,854 -3%
RJT
307
Raymond James Trust
Florida
$6.68M -$16.3K -155 -0.2%
NA
308
NewEdge Advisors
Louisiana
$6.66M +$1.03M +9,782 +18%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$6.65M +$293K +2,797 +5%
DA
310
Duality Advisers
Florida
$6.62M -$289K -2,753 -4%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$6.55M -$99K -944 -1%
GT
312
Glenmede Trust
Pennsylvania
$6.52M -$195K -1,860 -3%
BA
313
BCM Advisors
Louisiana
$6.48M -$125K -1,193 -2%
CTC
314
Central Trust Company
Missouri
$6.46M +$4.51K +43 +0.1%
FFIC
315
First Fiduciary Investment Counsel
Ohio
$6.34M +$151K +1,443 +2%
CNB
316
Camden National Bank
Maine
$6.33M -$33.2K -316 -0.5%
QT
317
Quantbot Technologies
New York
$6.33M +$3.73M +35,577 +144%
BBVA
318
Banco Bilbao Vizcaya Argentaria
Spain
$6.31M +$879K +8,426 +16%
IIM
319
Intact Investment Management
Quebec, Canada
$6.28M – – –
BB
320
Bell Bank
North Dakota
$6.28M +$1.1M +10,475 +21%
BWL
321
Bogart Wealth LLC
Virginia
$6.24M +$380K +3,623 +6%
TF
322
Tompkins Financial
New York
$6.2M -$18.8K -179 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
323
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.2M -$7.97M -76,012 -56%
MSRPS
324
Maryland State Retirement & Pension System
Maryland
$6.16M – – –
TF
325
TIAA FSB
Florida
$6.15M -$303K -2,906 -5%
11 12
13
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