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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
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
476
Amica Mutual Insurance
Rhode Island
$2.23M +$638K +7,884 +40%
CIA
477
Covington Investment Advisors
Pennsylvania
$2.22M – – –
NRS
478
Neville Rodie & Shaw
New York
$2.2M -$14.8K -183 -0.7%
Marshall Wace
479
Marshall Wace
United Kingdom
$2.19M -$1.07M -13,250 -33%
ZB
480
Zions Bancorporation
Utah
$2.19M +$295K +3,642 +16%
Los Angeles Capital Management
481
Los Angeles Capital Management
California
$2.17M +$736K +9,099 +51%
IIM
482
Ipswich Investment Management
Massachusetts
$2.17M -$61.1K -755 -3%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$2.15M -$11.8M -146,380 -85%
AAF
484
Andra AP-fonden
Sweden
$2.14M +$906K +11,200 +73%
SSA
485
Schonfeld Strategic Advisors
New York
$2.14M -$924K -11,418 -30%
LFAS
486
Level Four Advisory Services
Texas
$2.14M -$202K -2,495 -9%
MMA
487
Miracle Mile Advisors
California
$2.13M +$208K +2,574 +11%
SSWM
488
Sheets Smith Wealth Management
North Carolina
$2.12M +$711K +8,787 +50%
MCM
489
Murphy Capital Management
New Jersey
$2.09M -$110K -1,362 -5%
IMRF
490
Illinois Municipal Retirement Fund
Illinois
$2.09M -$33.3K -412 -2%
IA
491
Icon Advisers
Colorado
$2.09M – – –
PAM
492
Private Asset Management
California
$2.07M +$170K +2,104 +9%
PFS
493
Prospera Financial Services
Texas
$2.07M +$132K +1,634 +7%
MBTD
494
Mechanics Bank - Trust Department
California
$2.07M -$4.21K -52 -0.2%
CI Investments Inc
495
CI Investments Inc
Ontario, Canada
$2.06M -$246K -3,047 -11%
TCMG
496
TSP Capital Management Group
New Jersey
$2.06M -$2.35M – –
TSW
497
Thompson Siegel & Walmsley
Virginia
$2.05M -$1.22M -15,067 -37%
IIM
498
Intact Investment Management
Quebec, Canada
$2.05M – – –
EP
499
Eudaimonia Partners
Tennessee
$2.04M +$152K +1,881 +8%
FBT
500
First Bank & Trust
South Dakota
$2.03M +$96.8K +1,196 +5%
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