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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
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
501
Aspire Private Capital
North Carolina
$2.19M +$1.68M +18,922 +328%
Fayez Sarofim & Co
502
Fayez Sarofim & Co
Texas
$2.17M -$10.5K -118 -0.5%
SAM
503
Strategy Asset Managers
California
$2.16M +$3.9K +44 +0.2%
GWMIA
504
Global Wealth Management Investment Advisory
Florida
$2.14M +$109K +1,233 +5%
Walleye Capital
505
Walleye Capital
New York
$2.14M +$2.14M +24,112 New
SGI
506
Summit Global Investments
Utah
$2.13M -$1.14M -12,898 -35%
CNC
507
Canandaigua National Corp
New York
$2.13M +$5.05K +57 +0.2%
IRF
508
IBM Retirement Fund
New York
$2.12M +$595K +6,715 +39%
CG
509
Cutler Group
California
$2.11M +$1.6M +18,045 +310%
FBT
510
First Bank & Trust
South Dakota
$2.11M -$109K -1,236 -5%
CI
511
Cigna Investments
Connecticut
$2.1M -$3.81K -43 -0.2%
TMAM
512
Tokio Marine Asset Management
Japan
$2.1M +$22.4K +253 +1%
PI
513
Putnam Investments
Massachusetts
$2.08M +$1.65M +18,661 +388%
NA
514
NewEdge Advisors
Louisiana
$2.08M -$155K -1,754 -7%
SIC
515
Salem Investment Counselors
North Carolina
$2.07M -$133K -1,498 -6%
IAN
516
Integrated Advisors Network
Texas
$2.06M -$623K -7,032 -23%
RIG
517
Roosevelt Investment Group
New York
$2.06M +$2.06M +23,250 New
BRWA
518
B. Riley Wealth Advisors
Florida
$2.06M -$571K -6,550 -22%
GW
519
GW & Wade
Massachusetts
$2.06M -$73.5K -830 -3%
BO
520
Bank OZK
Arkansas
$2.05M +$401K +4,531 +24%
CFG
521
Citizens Financial Group
Rhode Island
$2.05M -$102K -1,152 -5%
TCMG
522
TSP Capital Management Group
New Jersey
$2.04M -$2.03M – –
PHIMC
523
Private Harbour Investment Management & Counsel
Ohio
$2.04M -$13.3K -150 -0.6%
KC
524
Kingfisher Capital
North Carolina
$2.03M -$143K -1,612 -7%
OAM
525
Optimal Asset Management
California
$2.03M -$40.4K -456 -2%
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