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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 %
HIC
376
Holderness Investments Company
North Carolina
$3.87M -$6.02K -68 -0.2%
MAM
377
Martingale Asset Management
Massachusetts
$3.86M -$79.7K -900 -2%
SFA
378
Semmax Financial Advisors
North Carolina
$3.84M -$42.4K -479 -1%
ACM
379
Argyle Capital Management
Pennsylvania
$3.81M +$26.6K +300 +0.7%
KRS
380
Kentucky Retirement Systems
Kentucky
$3.8M +$173K +1,958 +5%
AII
381
AGF Investments Inc
Ontario, Canada
$3.77M -$340K -3,836 -8%
BCM
382
Birmingham Capital Management
Alabama
$3.75M +$22.1K +250 +0.6%
CIAS
383
Capital Investment Advisory Services
North Carolina
$3.74M -$243K -2,749 -6%
CPIG
384
Chicago Partners Investment Group
Illinois
$3.74M +$57.3K +600 +2%
HVIA
385
Hudson Valley Investment Advisors
New York
$3.72M -$466K -5,267 -11%
ASN
386
Advisory Services Network
Georgia
$3.71M +$275K +3,110 +8%
AB
387
Amalgamated Bank
New York
$3.7M -$76.3K -862 -2%
SCM
388
Schnieders Capital Management
California
$3.64M -$12K -136 -0.3%
BBA
389
BLB&B Advisors
Pennsylvania
$3.63M -$130K -1,465 -3%
JIC
390
Johnson Investment Counsel
Ohio
$3.62M -$271K -3,056 -7%
GHAM
391
Gilman Hill Asset Management
Connecticut
$3.62M +$164K +1,848 +5%
SPC
392
Sigma Planning Corp
Michigan
$3.61M +$185K +2,085 +5%
WCM
393
Windward Capital Management
California
$3.6M +$21.5K +243 +0.6%
FLI
394
Family Legacy Inc
South Carolina
$3.58M +$50.7K +572 +1%
NEAM
395
New England Asset Management
Connecticut
$3.56M -$137K -1,550 -4%
KTM
396
Keeler Thomas Management
Utah
$3.55M -$331K -3,751 -9%
ISB
397
Iowa State Bank
Iowa
$3.51M +$108K +1,223 +3%
AMG
398
Advisors Management Group
Wisconsin
$3.49M -$2.66K -30 -0.1%
CAM
399
Close Asset Management
United Kingdom
$3.47M -$4.43K -50 -0.1%
AIA
400
Armor Investment Advisors
North Carolina
$3.46M -$176K -1,990 -5%
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