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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
+$440M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$312M
3
Ameriprise
Ameriprise
Minnesota
+$194M
4
BC
Brookfield Corp
Ontario, Canada
+$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$65.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$120M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$106M
3
State Street
State Street
Massachusetts
-$101M
4
ZP
Zimmer Partners
New York
-$81.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
501
Walleye Trading
New York
$2.22M +$2.22M +24,269 New
GWMIA
502
Global Wealth Management Investment Advisory
Florida
$2.22M +$9.71K +106 +0.4%
SCM
503
Shelton Capital Management
Colorado
$2.22M -$3.32M -36,300 -60%
KC
504
Kingfisher Capital
North Carolina
$2.16M +$64.7K +707 +3%
HB
505
Homrich & Berg
Georgia
$2.16M +$85K +928 +4%
V
506
Veritable
Delaware
$2.14M +$142K +1,550 +7%
SAM
507
Silvercrest Asset Management
New York
$2.14M +$124K +1,350 +6%
Jane Street
508
Jane Street
New York
$2.13M -$6.29M -68,703 -75%
BCI
509
Brinker Capital Investments
Pennsylvania
$2.13M -$3.26M -35,653 -61%
RIG
510
Roosevelt Investment Group
New York
$2.13M – – –
JSL
511
JT Stratford LLC
Georgia
$2.12M -$352K -3,842 -14%
FBT
512
First Bank & Trust
South Dakota
$2.11M -$72.2K -788 -3%
IAN
513
Integrated Advisors Network
Texas
$2.11M -$23.8K -260 -1%
JAG
514
Journey Advisory Group
Kentucky
$2.11M +$2.11M +23,043 New
PHIMC
515
Private Harbour Investment Management & Counsel
Ohio
$2.11M – – –
IA
516
Icon Advisers
Colorado
$2.1M -$165K -1,800 -7%
TMAM
517
Tokio Marine Asset Management
Japan
$2.1M -$71.5K -781 -3%
SAM
518
Strategy Asset Managers
California
$2.1M -$133K -1,449 -6%
OAM
519
Optimal Asset Management
California
$2.1M – – –
IIM
520
Ipswich Investment Management
Massachusetts
$2.09M -$197K -2,150 -9%
VAS
521
Vestmark Advisory Solutions
Massachusetts
$2.09M +$232K +2,529 +12%
AP
522
Advisor Partners
California
$2.08M +$136K +1,481 +7%
CFG
523
Citizens Financial Group
Rhode Island
$2.08M -$37.7K -412 -2%
S
524
Seeyond
France
$2.08M -$2.13M -23,274 -51%
TCMG
525
TSP Capital Management Group
New Jersey
$2.08M +$2.08M +22,677 New
19 20
21
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