DUK icon

Duke Energy
DUK

Overview Fund Activity

1,559 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 647 increasing their positions, 492 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+96
Holders Change %
+6.56%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.49%
New
193
Increased
647
Reduced
492
Closed
72
Calls
$395M
Puts
$365M
Net Calls
+$29.9M
Net Calls Change
-$88.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.22B
2
Capital Research Global Investors
Capital Research Global Investors
California
$486M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
4
Citadel Advisors
Citadel Advisors
Florida
$196M
5
State Street
State Street
Massachusetts
$3.64B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$569M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$131M
4
CC
Carlson Capital
Texas
$0
5
SG Americas Securities
SG Americas Securities
New York
$9.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$308M +$6.4M +70,139 +2%
UBS AM
27
UBS AM
Illinois
$305M +$13.7M +150,164 +5%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$290M +$3.75M +41,115 +1%
Swiss National Bank
29
Swiss National Bank
Switzerland
$275M -$8.62M -94,500 -3%
EIP
30
Epoch Investment Partners
New York
$270M -$24M -262,840 -8%
PPA
31
Parametric Portfolio Associates
Washington
$242M -$3.4M -37,234 -1%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$232M +$59.3M +649,682 +34%
Cohen & Steers
33
Cohen & Steers
New York
$198M +$122M +1,333,385 +159%
Citadel Advisors
34
Citadel Advisors
Florida
$196M +$192M +2,105,741 +4,722%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$193M +$23.7M +259,621 +14%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$189M +$25M +273,720 +15%
UBS Group
37
UBS Group
Switzerland
$186M +$26.3M +288,865 +16%
RJA
38
Raymond James & Associates
Florida
$175M -$310K -3,399 -0.2%
First Trust Advisors
39
First Trust Advisors
Illinois
$148M +$10M +109,804 +7%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$138M +$86M +942,742 +166%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$137M +$21.4M +234,642 +18%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$136M -$2.71M -29,700 -2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$134M +$5.07M +55,541 +4%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$132M +$12.4M +135,700 +10%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$131M -$48.4M -530,347 -27%
CS
46
Credit Suisse
Switzerland
$126M +$13.5M +147,957 +12%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$125M +$62.3K +683 +0%
AllianceBernstein
48
AllianceBernstein
Tennessee
$123M +$22M +240,949 +22%
Two Sigma Investments
49
Two Sigma Investments
New York
$121M +$55.4M +607,652 +85%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M -$7.13M -78,192 -6%
1
2
3 4 5