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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 %
WCM
426
Whitener Capital Management
North Carolina
$2.95M +$197K +2,228 +7%
JWM
427
Jackson Wealth Management
Florida
$2.95M +$201K +2,267 +7%
ECM
428
ETrade Capital Management
Virginia
$2.94M +$38.9K +439 +1%
PT
429
Plimoth Trust
Massachusetts
$2.9M +$124K +1,398 +4%
HFBOT
430
Home Federal Bank of Tennessee
Tennessee
$2.9M -$4.43K -50 -0.2%
AI
431
Atria Investments
North Carolina
$2.87M -$527K -5,957 -16%
BFA
432
Benedict Financial Advisors
Georgia
$2.87M +$160K +1,811 +6%
LA
433
Lynch & Associates
Indiana
$2.86M -$47K -531 -2%
CCM
434
Cohen Capital Management
California
$2.84M – – –
Acadian Asset Management
435
Acadian Asset Management
Massachusetts
$2.81M -$1.32M -14,885 -32%
SB
436
Simmons Bank
Arkansas
$2.81M -$22.6K -255 -0.8%
EWM
437
Evercore Wealth Management
New York
$2.8M -$84.4K -953 -3%
RMC
438
Resources Management Corp
Connecticut
$2.79M -$11.6K -131 -0.4%
Wealthfront Advisers
439
Wealthfront Advisers
California
$2.78M +$69.1K +780 +3%
FB
440
Fulton Bank
Pennsylvania
$2.76M -$866K -9,781 -24%
MYAM
441
Meiji Yasuda Asset Management
Japan
$2.75M -$662K -7,479 -19%
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$2.75M -$2.57M -29,368 -48%
BFA
443
Bragg Financial Advisors
North Carolina
$2.74M -$28.5K -322 -1%
BB
444
Bell Bank
North Dakota
$2.74M -$92.5K -1,044 -3%
LDB
445
Lee, Danner & Bass
Tennessee
$2.73M -$511K -5,765 -16%
PG
446
Pendal Group
Australia
$2.73M +$470K +5,308 +21%
HFA
447
HC Financial Advisors
California
$2.72M -$88.3K -997 -3%
Connor, Clark & Lunn Investment Management (CC&L)
448
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.7M -$2.64M -29,833 -49%
BPC
449
Banque Pictet & Cie
Switzerland
$2.66M – – –
X
450
Xponance
Pennsylvania
$2.65M -$4.22M -47,618 -61%
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