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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
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
326
Central Trust Company
Missouri
$5.16M +$457K +5,161 +10%
EFIC
327
Eliot Finkel Investment Counsel
California
$5.11M -$1.77K -20 -0%
CIA
328
Capital Investment Advisors
Georgia
$5.09M +$38.6K +436 +0.8%
CWG
329
Cornerstone Wealth Group
North Carolina
$5.06M -$151K -1,707 -3%
LIM
330
Leavell Investment Management
Alabama
$4.99M -$142K -1,609 -3%
Balyasny Asset Management
331
Balyasny Asset Management
Illinois
$4.99M +$4.99M +56,302 New
SWP
332
Stratos Wealth Partners
Ohio
$4.98M -$748K -8,448 -13%
TAL
333
TIG Advisors LLC
New York
$4.96M +$4.96M +56,000 New
CAN
334
Cetera Advisor Networks
California
$4.96M -$270K -3,044 -5%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$4.94M +$592K +6,687 +14%
Man Group
336
Man Group
United Kingdom
$4.9M -$273K -3,077 -5%
AOWM
337
Alpha Omega Wealth Management
Virginia
$4.89M +$45.2K +510 +0.9%
VFM
338
Viking Fund Management
North Dakota
$4.87M +$620K +7,000 +15%
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$4.86M -$69.1M -779,892 -93%
OIM
340
Opus Investment Management
Massachusetts
$4.8M – – –
MIM
341
Marco Investment Management
Georgia
$4.78M -$43.5K -491 -0.9%
EARNEST Partners
342
EARNEST Partners
Georgia
$4.75M +$326K +3,678 +7%
PSP
343
Principal Street Partners
Tennessee
$4.75M -$194K -2,191 -4%
AF
344
Alerus Financial
North Dakota
$4.73M -$5.67K -64 -0.1%
FNBOO
345
First National Bank of Omaha
Nebraska
$4.68M -$130K -1,471 -3%
BIA
346
Biondo Investment Advisors
Pennsylvania
$4.66M +$238K +2,659 +5%
AIM
347
Anchor Investment Management
South Carolina
$4.65M +$25.2K +284 +0.5%
EGA
348
Eagle Global Advisors
Texas
$4.64M -$2.57K -29 -0.1%
Teacher Retirement System of Texas
349
Teacher Retirement System of Texas
Texas
$4.61M +$2.32M +26,197 +101%
FPCG
350
Fort Pitt Capital Group
Pennsylvania
$4.6M +$258K +2,917 +6%
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