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Duke Energy
DUK

Overview Fund Activity

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Cohen Capital Management
California
$3.18M – – –
PFS
452
Prospera Financial Services
Texas
$3.18M +$123K +1,170 +4%
VAS
453
Vestmark Advisory Solutions
Massachusetts
$3.17M +$108K +1,032 +4%
WIS
454
Wright Investors Service
Connecticut
$3.14M +$237K +2,256 +8%
CIA
455
Covington Investment Advisors
Pennsylvania
$3.12M -$89.1K -849 -3%
MA
456
Montag & Associates
Georgia
$3.12M +$62.2K +593 +2%
ECM
457
Everence Capital Management
Indiana
$3.12M – – –
EWM
458
Evercore Wealth Management
New York
$3.11M -$53K -505 -2%
PAM
459
Pegasus Asset Management
New York
$3.11M +$90.3K +861 +3%
SSWM
460
Sheets Smith Wealth Management
North Carolina
$3.1M -$2.94K -28 -0.1%
BBA
461
BLB&B Advisors
Pennsylvania
$3.08M -$309K -2,948 -9%
FA
462
FDx Advisors
Illinois
$3.07M +$629K +5,997 +26%
PRC
463
Pearl River Capital
Michigan
$3.04M +$3.04M +29,015 New
CBB
464
Citizens Business Bank
California
$3.04M -$43.2K -412 -1%
TAM
465
Townsend Asset Management
North Carolina
$3.03M -$29.6K -282 -1%
QIM
466
Quantitative Investment Management
Virginia
$3.02M +$2.29M +21,836 +312%
HFBOT
467
Home Federal Bank of Tennessee
Tennessee
$3.02M +$10.6K +101 +0.4%
ONST
468
Old North State Trust
North Carolina
$2.93M -$61.5K -586 -2%
VRM
469
Vectors Research Management
New York
$2.93M +$250K +2,387 +9%
BG
470
Bahl & Gaynor
Ohio
$2.93M -$4.51K -43 -0.2%
CC
471
Constitution Capital
Connecticut
$2.93M +$147K +1,400 +5%
SAMC
472
Spectrum Asset Management (California)
California
$2.92M +$3.15K +30 +0.1%
HFA
473
HC Financial Advisors
California
$2.92M +$21K +200 +0.7%
SYBT
474
Stock Yards Bank & Trust
Kentucky
$2.91M +$1.13M +10,782 +64%
MNBTD
475
Moody National Bank Trust Division
Texas
$2.89M -$5.6M -53,381 -66%
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