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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 611 increasing their positions, 610 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
28.99%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
213
Increased
611
Reduced
610
Closed
78
Calls
$285M
Puts
$257M
Net Calls
+$27.9M
Net Calls Change
-$200M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$799M
3
Ameriprise
Ameriprise
Minnesota
$291M
4
BC
Brookfield Corp
Ontario, Canada
$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.5M

Top Sellers

1
Invesco
Invesco
Georgia
$721M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$75.2M
3
State Street
State Street
Massachusetts
$3.41B
4
ZP
Zimmer Partners
New York
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.64B
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$275M -$46.7M -510,000 -15%
UBS AM
27
UBS AM
Illinois
$273M +$7.87M +85,988 +3%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$253M -$50.2M -548,216 -17%
PPA
29
Parametric Portfolio Associates
Washington
$246M +$13M +142,372 +6%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$237M -$33.6M -367,378 -12%
Goldman Sachs
31
Goldman Sachs
New York
$211M -$21.4M -234,190 -9%
APG Asset Management
32
APG Asset Management
Netherlands
$200M +$55.4M +740,451 +38%
American Century Companies
33
American Century Companies
Missouri
$190M +$15.4M +168,647 +9%
MBA
34
Maple-Brown Abbott
Australia
$177M +$18M +196,690 +11%
UBS Group
35
UBS Group
Switzerland
$145M -$5.65M -61,713 -4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$142M -$39.2M -427,803 -22%
BC
37
Brookfield Corp
Ontario, Canada
$141M +$141M +1,536,101 New
Cohen & Steers
38
Cohen & Steers
New York
$140M -$1.55M -16,945 -1%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$139M +$2.24M +24,433 +2%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$138M +$49.5M +540,492 +56%
RJA
41
Raymond James & Associates
Florida
$133M +$1.31M +14,281 +1%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$132M +$1.35M +14,722 +1%
Two Sigma Investments
43
Two Sigma Investments
New York
$126M +$9.41M +102,827 +8%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$125M -$11.7M -128,247 -9%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$123M +$6.04K +66 +0%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$118M -$6.73M -73,500 -5%
First Trust Advisors
47
First Trust Advisors
Illinois
$112M -$7.87M -85,970 -7%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -$15.4M -167,823 -12%
Deutsche Bank
49
Deutsche Bank
Germany
$111M +$32.2M +351,886 +41%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$103M +$20.2M +225,889 +24%
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