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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 %
SG Americas Securities
351
SG Americas Securities
New York
$5.12M -$22.5M -214,412 -81%
AMIM
352
Aull & Monroe Investment Management
Alabama
$5.09M -$45.2K -431 -0.9%
X
353
Xponance
Pennsylvania
$5.07M +$996K +9,495 +24%
LSERS
354
Louisiana State Employees Retirement System
Louisiana
$5.06M +$31.5K +300 +0.6%
Brown Advisory
355
Brown Advisory
Maryland
$5.05M +$276K +2,628 +6%
FFA
356
Founders Financial Alliance
North Carolina
$5.02M +$64.2K +612 +1%
Nisa Investment Advisors
357
Nisa Investment Advisors
Missouri
$4.98M -$2.88M -27,449 -37%
SPC
358
Sigma Planning Corp
Michigan
$4.97M +$188K +1,792 +4%
OIM
359
Opus Investment Management
Massachusetts
$4.95M – – –
AUB
360
Atlantic Union Bankshares
Virginia
$4.94M -$1.23M -11,723 -20%
NMERB
361
New Mexico Educational Retirement Board
New Mexico
$4.93M -$357K -3,400 -7%
AI
362
Atria Investments
North Carolina
$4.91M +$250K +2,386 +5%
CA
363
Commerzbank Aktiengesellschaft
Germany
$4.91M +$386K +3,680 +9%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$4.9M +$233K +2,223 +5%
WLPWM
365
Walled Lake Planning & Wealth Management
Illinois
$4.88M -$62.6K -597 -1%
KRS
366
Kentucky Retirement Systems
Kentucky
$4.87M +$79.4K +757 +2%
SM
367
Sciencast Management
New Jersey
$4.84M +$4.84M +46,265 New
CIAS
368
Capital Investment Advisory Services
North Carolina
$4.83M +$163K +1,554 +3%
FLI
369
Family Legacy Inc
South Carolina
$4.83M +$965K +9,344 +25%
LIM
370
Leavell Investment Management
Alabama
$4.81M -$15.3K -146 -0.3%
Nordea Investment Management
371
Nordea Investment Management
Sweden
$4.81M +$589K +5,626 +14%
KBC Group
372
KBC Group
Belgium
$4.77M -$3.02M -28,760 -39%
AAS
373
Avantax Advisory Services
Texas
$4.76M +$811K +7,736 +21%
TRCT
374
Tower Research Capital (TRC)
New York
$4.74M +$2.39M +22,770 +102%
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$4.74M -$1.93M -18,416 -29%
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