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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
$1.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$293M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$377M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.61B
5
Morgan Stanley
Morgan Stanley
New York
$439M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$8.77M
2
Invesco
Invesco
Georgia
$814M
3
State Street
State Street
Massachusetts
$3.4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$472M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$291M -$10.9M -123,000 -4%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$261M -$34.1M -385,200 -12%
UBS AM
28
UBS AM
Illinois
$256M -$4.66M -52,647 -2%
PPA
29
Parametric Portfolio Associates
Washington
$226M -$13.6M -153,696 -6%
Goldman Sachs
30
Goldman Sachs
New York
$224M -$81.8M -923,361 -27%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$176M +$19.9M +224,500 +13%
American Century Companies
32
American Century Companies
Missouri
$169M +$59M +665,860 +54%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$164M -$91.1M -1,105,040 -36%
MBA
34
Maple-Brown Abbott
Australia
$154M -$3.06M -34,530 -2%
APG Asset Management
35
APG Asset Management
Netherlands
$146M +$6.71M +88,802 +5%
UBS Group
36
UBS Group
Switzerland
$146M +$23M +260,105 +19%
Cohen & Steers
37
Cohen & Steers
New York
$137M -$32.5M -367,500 -19%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$133M -$2.31M -26,130 -2%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$132M +$16.2M +183,104 +14%
RJA
40
Raymond James & Associates
Florida
$128M -$16.6M -187,528 -12%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$127M +$3.59M +40,540 +3%
EIP
42
Epoch Investment Partners
New York
$123M -$35.8M -404,591 -23%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M +$4.49M +50,694 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$120M -$6.75M -76,200 -5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$119M -$4.83M -54,527 -4%
First Trust Advisors
46
First Trust Advisors
Illinois
$115M +$16.3M +184,160 +16%
Two Sigma Investments
47
Two Sigma Investments
New York
$113M +$23M +259,320 +26%
CS
48
Credit Suisse
Switzerland
$103M -$17.5M -197,861 -15%
Stifel Financial
49
Stifel Financial
Missouri
$100M +$1.09M +12,340 +1%
Citadel Advisors
50
Citadel Advisors
Florida
$95.7M -$50.3M -567,477 -34%
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