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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 %
PPL
401
PATRIZIA Pty Ltd
Australia
$3.46M +$115K +1,302 +3%
RIL
402
Rothschild Investment LLC
Illinois
$3.43M +$380K +4,292 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
403
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.42M +$1.39M +15,736 +69%
PI
404
PEAK6 Investments
Illinois
$3.41M +$1.59M +17,938 +87%
PI
405
PineBridge Investments
New York
$3.37M -$472K -5,324 -12%
FAAS
406
First Allied Advisory Services
California
$3.37M -$339K -3,822 -9%
Nisa Investment Advisors
407
Nisa Investment Advisors
Missouri
$3.34M -$682K -7,700 -17%
PCM
408
Penserra Capital Management
California
$3.33M +$2.09M +23,624 +169%
Nordea Investment Management
409
Nordea Investment Management
Sweden
$3.32M -$2.72M -30,602 -45%
LSERS
410
Louisiana State Employees Retirement System
Louisiana
$3.3M +$505K +5,700 +18%
NMIMC
411
Northwestern Mutual Investment Management Company
Wisconsin
$3.23M – – –
GC
412
Guardian Capital
Ontario, Canada
$3.15M +$682K +7,700 +28%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$3.15M +$30.7K +347 +1%
SLWS
414
Swaine & Leidel Wealth Services
Florida
$3.13M +$131K +1,476 +4%
MA
415
Montag & Associates
Georgia
$3.13M +$65.4K +738 +2%
PA
416
Profund Advisors
Maryland
$3.11M -$222K -2,502 -7%
BIAS
417
Beacon Investment Advisory Services
New Jersey
$3.11M +$3.11M +35,088 New
MWM
418
Marietta Wealth Management
Georgia
$3.02M -$378K -4,266 -11%
CA
419
Cornerstone Advisors
North Carolina
$3.01M -$1.51M -17,000 -33%
SIG
420
Sky Investment Group
Connecticut
$3M +$125K +1,410 +4%
FCCM
421
First City Capital Management
Georgia
$2.99M +$1.4M +15,078 +88%
CHC
422
City Holding Co
West Virginia
$2.97M +$288K +3,249 +11%
ZCM
423
Ziegler Capital Management
Illinois
$2.97M -$615K -6,945 -17%
CCG
424
Cypress Capital Group
Florida
$2.97M +$23.7K +268 +0.8%
CBB
425
Citizens Business Bank
California
$2.96M +$15.8K +178 +0.5%
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