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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 %
IF
351
Insight Folios
North Carolina
$3.98M +$295K +3,648 +8%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$3.92M -$2.97M -36,711 -43%
CIA
353
Capital Investment Advisors
Georgia
$3.91M -$245K -3,024 -6%
CTC
354
Central Trust Company
Missouri
$3.9M +$94.3K +1,166 +2%
FPCG
355
Fort Pitt Capital Group
Pennsylvania
$3.88M -$1.92M -23,701 -33%
VFM
356
Viking Fund Management
North Dakota
$3.88M -$647K -8,000 -14%
Brown Advisory
357
Brown Advisory
Maryland
$3.87M +$312K +3,852 +9%
SBWIC
358
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.86M -$93K -1,150 -2%
M
359
MOTCO
Texas
$3.8M +$7.68K +95 +0.2%
WLPWM
360
Walled Lake Planning & Wealth Management
Illinois
$3.79M -$78K -964 -2%
HVIA
361
Hudson Valley Investment Advisors
New York
$3.79M +$170K +2,105 +5%
MSE
362
MUFG Securities EMEA
United Kingdom
$3.78M +$3.78M +46,733 New
COPPSERS
363
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.77M -$30K -371 -0.8%
JIC
364
Johnson Investment Counsel
Ohio
$3.74M +$25.1K +310 +0.7%
Mariner
365
Mariner
Kansas
$3.72M +$1.04M +12,833 +39%
NMERB
366
New Mexico Educational Retirement Board
New Mexico
$3.71M -$837K -10,350 -18%
NEAM
367
New England Asset Management
Connecticut
$3.69M +$247K +3,050 +7%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$3.65M -$175K -2,159 -5%
Voloridge Investment Management
369
Voloridge Investment Management
Florida
$3.64M +$3.64M +45,036 New
SIM
370
Sentry Investment Management
Wisconsin
$3.64M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
371
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.63M +$2.48M +30,700 +217%
OPPTF
372
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.62M +$3.62M +45,424 New
MAM
373
Martingale Asset Management
Massachusetts
$3.61M +$290K +3,584 +9%
DnB Asset Management
374
DnB Asset Management
Norway
$3.6M -$590K -7,300 -14%
BBA
375
BLB&B Advisors
Pennsylvania
$3.55M -$55.8K -690 -2%
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15
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