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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$171M
2
Charles Schwab
Charles Schwab
California
+$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$126M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$518M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$411M
3
Franklin Resources
Franklin Resources
California
-$302M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
BlackRock
BlackRock
New York
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
376
New England Asset Management
Connecticut
$4.28M +$148K +1,500 +4%
GWM
377
Geneos Wealth Management
Colorado
$4.26M -$4.19M -42,139 -50%
AIA
378
Armor Investment Advisors
North Carolina
$4.25M +$63.8K +646 +2%
SCM
379
Schnieders Capital Management
California
$4.25M +$9.87K +100 +0.2%
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$4.23M -$189K -1,909 -4%
Brown Advisory
381
Brown Advisory
Maryland
$4.2M -$31.2K -316 -0.7%
X
382
Xponance
Pennsylvania
$4.19M +$954K +9,660 +29%
CIAS
383
Capital Investment Advisory Services
North Carolina
$4.18M -$452K -4,575 -10%
FLI
384
Family Legacy Inc
South Carolina
$4.17M +$13.8K +134 +0.3%
CPIG
385
Chicago Partners Investment Group
Illinois
$4.17M +$25.6K +245 +0.6%
ACM
386
Argyle Capital Management
Pennsylvania
$4.16M -$19.2K -194 -0.5%
CA
387
Commerzbank Aktiengesellschaft
Germany
$4.15M +$2.26M +22,861 +119%
CGH
388
Crossmark Global Holdings
Texas
$4.13M -$8.13M -82,307 -66%
Wealth Enhancement Advisory Services
389
Wealth Enhancement Advisory Services
Minnesota
$4.13M +$4.13M +39,754 New
BIAS
390
Beacon Investment Advisory Services
New Jersey
$4.13M +$139K +1,409 +3%
Millennium Management
391
Millennium Management
New York
$4.11M -$35.1M -355,746 -90%
RFM
392
Royal Fund Management
Florida
$4.09M -$9.87K -100 -0.2%
BCM
393
Birmingham Capital Management
Alabama
$4.06M – – –
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$4.06M +$309K +3,134 +8%
TCM
395
Teza Capital Management
Illinois
$4.04M +$1.99M +20,208 +97%
WCM
396
Windward Capital Management
California
$4.01M +$27.1K +275 +0.7%
RIL
397
Rothschild Investment LLC
Illinois
$4.01M +$25.8K +261 +0.6%
CSS
398
Cubist Systematic Strategies
Connecticut
$3.98M +$2.4M +24,318 +152%
Nordea Investment Management
399
Nordea Investment Management
Sweden
$3.98M -$169K -1,711 -4%
GHAM
400
Gilman Hill Asset Management
Connecticut
$3.98M -$113K -1,142 -3%
14 15
16
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