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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
1
Wellington Management Group
Massachusetts
$3.44B
2
Barclays
2
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$180M
5
Charles Schwab
5
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
4
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$873M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$278M -$19.1M -181,629 -6%
American Century Companies
27
American Century Companies
Missouri
$269M +$1.65M +15,704 +0.6%
UBS AM
28
UBS AM
Illinois
$267M -$28.7M -273,152 -10%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$253M -$11.2M -106,604 -4%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$243M -$8.09M -77,166 -3%
Ameriprise
31
Ameriprise
Minnesota
$238M +$45.2M +431,063 +23%
APG Asset Management
32
APG Asset Management
Netherlands
$238M -$5.15M -55,860 -2%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$238M +$8.78M +83,697 +4%
Deutsche Bank
34
Deutsche Bank
Germany
$222M +$56.7M +540,407 +34%
Cohen & Steers
35
Cohen & Steers
New York
$202M +$2.23M +21,257 +1%
CCM
36
Cullen Capital Management
New York
$200M +$835K +7,964 +0.4%
UBS Group
37
UBS Group
Switzerland
$194M -$10.1M -96,473 -5%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$191M +$103M +984,905 +118%
Renaissance Technologies
39
Renaissance Technologies
New York
$183M +$2.75M +26,168 +2%
Two Sigma Investments
40
Two Sigma Investments
New York
$180M +$93.2M +888,463 +108%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$170M +$14.2M +135,534 +9%
Ensign Peak Advisors
42
Ensign Peak Advisors
Utah
$170M -$5.56M -53,031 -3%
Citadel Advisors
43
Citadel Advisors
Florida
$166M +$78.9M +751,687 +90%
MBA
44
Maple-Brown Abbott
Australia
$160M -$43.1M -410,620 -21%
RJA
45
Raymond James & Associates
Florida
$148M +$6.39M +60,924 +5%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$145M -$465K -4,434 -0.3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$141M +$5.42M +51,663 +4%
CWP
48
Capital Wealth Planning
Florida
$140M +$17M +161,908 +14%
Amundi
49
Amundi
France
$132M +$2.75M +26,443 +2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$132M -$56K -534 -0%
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