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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.16B
3
Citadel Advisors
Citadel Advisors
Florida
$301M
4
Capital Research Global Investors
Capital Research Global Investors
California
$552M
5
MBA
Maple-Brown Abbott
Australia
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$559M
2
Franklin Resources
Franklin Resources
California
$908M
3
Federated Hermes
Federated Hermes
Pennsylvania
$404M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$283M – – –
Charles Schwab
27
Charles Schwab
California
$277M +$3.72M +46,023 +1%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$275M -$29.2M -361,457 -10%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$274M +$17.4M +215,285 +7%
UBS AM
30
UBS AM
Illinois
$268M -$2.09M -25,821 -0.8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$249M +$81.4M +1,005,930 +49%
PPA
32
Parametric Portfolio Associates
Washington
$230M +$15.5M +191,417 +7%
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$226M +$20.2M +250,305 +10%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$212M +$90.2M +1,115,456 +74%
EIP
35
Epoch Investment Partners
New York
$206M -$33.5M -414,704 -14%
Victory Capital Management
36
Victory Capital Management
Texas
$171M +$84.5M +1,045,209 +98%
Cohen & Steers
37
Cohen & Steers
New York
$163M -$12.8M -157,924 -7%
APG Asset Management
38
APG Asset Management
Netherlands
$150M +$58.3M +721,007 +63%
UBS Group
39
UBS Group
Switzerland
$148M -$16.8M -207,107 -10%
RJA
40
Raymond James & Associates
Florida
$144M -$11.5M -142,319 -7%
CS
41
Credit Suisse
Switzerland
$127M +$15.7M +194,078 +14%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$126M +$9.32M +115,247 +8%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$125M +$7.89M +97,500 +7%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$121M +$1.94M +24,019 +2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$120M -$1.76M -21,704 -1%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$120M -$577K -7,131 -0.5%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$119M -$51.5M -636,208 -30%
MBA
48
Maple-Brown Abbott
Australia
$118M +$118M +1,453,420 New
First Trust Advisors
49
First Trust Advisors
Illinois
$115M -$16.9M -209,459 -13%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M +$7.53M +93,042 +7%
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