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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 %
Simplex Trading
351
Simplex Trading
Illinois
$4.51M +$4.51M +50,929 New
WA
352
Wasatch Advisors
Utah
$4.5M -$354K -3,998 -7%
AMIM
353
Aull & Monroe Investment Management
Alabama
$4.47M – – –
Brown Advisory
354
Brown Advisory
Maryland
$4.47M +$195K +2,201 +5%
BNP Paribas Asset Management
355
BNP Paribas Asset Management
France
$4.45M +$9.3K +105 +0.2%
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$4.44M -$988K -11,154 -18%
EAM
357
Eagle Asset Management
Florida
$4.43M +$2.67M +32,395 +152%
SS
358
Simplicity Solutions
Minnesota
$4.33M +$53.5K +604 +1%
M
359
MOTCO
Texas
$4.32M +$120K +1,357 +3%
CIBC World Market
360
CIBC World Market
Ontario, Canada
$4.31M -$410K -4,625 -9%
RFM
361
Royal Fund Management
Florida
$4.31M +$443K +5,005 +11%
MC
362
Moors & Cabot
Massachusetts
$4.26M -$20.6K -233 -0.5%
BCM
363
Brookstone Capital Management
Illinois
$4.26M +$2.83M +31,905 +198%
SIM
364
Sentry Investment Management
Wisconsin
$4.23M +$465K +5,252 +12%
FFA
365
Founders Financial Alliance
North Carolina
$4.22M +$4.22M +46,790 New
SPIA
366
Steward Partners Investment Advisory
New York
$4.21M +$213K +2,408 +5%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$4.18M -$168K -1,900 -4%
CCT
368
Chemung Canal Trust
New York
$4.17M -$118K -1,337 -3%
WLPWM
369
Walled Lake Planning & Wealth Management
Illinois
$4.11M +$13.1K +148 +0.3%
Holocene Advisors
370
Holocene Advisors
New York
$4.1M -$18.1K -204 -0.4%
ACM
371
Azimuth Capital Management
Michigan
$4.07M -$158K -1,781 -4%
S
372
Seeyond
France
$4.07M +$299K +3,377 +8%
GAM
373
Gotham Asset Management
New York
$4.04M +$1.96M +22,088 +94%
SBWIC
374
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.97M -$17.7K -200 -0.4%
IF
375
Insight Folios
North Carolina
$3.94M -$1.42K -16 -0%
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15
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