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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 %
CCT
376
Chemung Canal Trust
New York
$3.53M -$95K -1,174 -3%
Balyasny Asset Management
377
Balyasny Asset Management
Illinois
$3.51M +$3.51M +43,378 New
ACM
378
Argyle Capital Management
Pennsylvania
$3.48M – – –
CIAS
379
Capital Investment Advisory Services
North Carolina
$3.47M +$351K +4,341 +11%
CIC
380
Cornercap Investment Counsel
Georgia
$3.46M -$214K -2,652 -6%
USAA
381
United Services Automobile Association
Texas
$3.45M -$90.5K -1,119 -3%
BC
382
Brinker Capital
Pennsylvania
$3.41M +$429K +5,301 +14%
BCM
383
Birmingham Capital Management
Alabama
$3.4M -$170K -2,100 -5%
CPIG
384
Chicago Partners Investment Group
Illinois
$3.36M -$89.5K -993 -3%
MAA
385
Matrix Asset Advisors
New York
$3.35M +$3.35M +41,393 New
WCM
386
Windward Capital Management
California
$3.34M +$5.34K +66 +0.2%
RFM
387
Royal Fund Management
Florida
$3.33M -$4.62M -57,089 -58%
FB
388
Fulton Bank
Pennsylvania
$3.33M -$290K -3,589 -8%
HIC
389
Holderness Investments Company
North Carolina
$3.33M -$60.7K -750 -2%
FAAS
390
First Allied Advisory Services
California
$3.31M +$150K +1,850 +5%
CAM
391
Close Asset Management
United Kingdom
$3.3M -$64.7K -800 -2%
MC
392
Moors & Cabot
Massachusetts
$3.3M -$837K -10,380 -20%
AMG
393
Advisors Management Group
Wisconsin
$3.3M +$37.6K +465 +1%
SFA
394
Semmax Financial Advisors
North Carolina
$3.28M +$16.4K +203 +0.5%
RI
395
Rudd International
Florida
$3.28M -$66K -816 -2%
GHAM
396
Gilman Hill Asset Management
Connecticut
$3.28M -$336K -4,152 -9%
AIA
397
Armor Investment Advisors
North Carolina
$3.26M -$56.9K -704 -2%
OIM
398
Opus Investment Management
Massachusetts
$3.25M – – –
SCM
399
Schnieders Capital Management
California
$3.23M +$282K +3,483 +10%
LDB
400
Lee, Danner & Bass
Tennessee
$3.22M -$53.3K -659 -2%
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