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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$171M
2
Charles Schwab
Charles Schwab
California
+$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$129M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$126M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$518M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$411M
3
Franklin Resources
Franklin Resources
California
-$302M
4
Two Sigma Investments
Two Sigma Investments
New York
-$89.6M
5
BlackRock
BlackRock
New York
-$86.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
501
Pegasus Asset Management
New York
$2.34M +$64.4K +652 +3%
SAM
502
Silvercrest Asset Management
New York
$2.34M -$11K -111 -0.5%
SB
503
Simmons Bank
Arkansas
$2.31M -$46.7K -473 -2%
APP
504
Avantax Planning Partners
Iowa
$2.3M +$260K +2,637 +13%
MBTD
505
Mechanics Bank - Trust Department
California
$2.3M -$106K -1,073 -4%
BRWA
506
B. Riley Wealth Advisors
Florida
$2.27M -$202K -2,049 -8%
TCOT
507
Trust Company of Toledo
Ohio
$2.27M +$47.2K +478 +2%
IA
508
Icon Advisers
Colorado
$2.26M – – –
TMAM
509
Tokio Marine Asset Management
Japan
$2.26M +$2.86K +29 +0.1%
OTPPB
510
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.26M +$1.8M +18,248 +394%
IA
511
IFG Advisory
Georgia
$2.25M +$71.4K +724 +3%
AAIM
512
American Assets Investment Management
California
$2.24M – – –
GWMIA
513
Global Wealth Management Investment Advisory
Florida
$2.22M +$62.8K +636 +3%
SFS
514
Sowell Financial Services
Arkansas
$2.22M -$2M -20,307 -47%
AP
515
Advisor Partners
California
$2.22M -$15K -152 -0.7%
JAG
516
Journey Advisory Group
Kentucky
$2.22M -$24.5K -248 -1%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$2.2M -$626K -6,342 -22%
TCMG
518
TSP Capital Management Group
New Jersey
$2.18M -$2.16M -22,377 Closed
PG
519
Pendal Group
Australia
$2.17M -$1.54M -15,573 -41%
JHCP
520
Jackson Hole Capital Partners
Oklahoma
$2.17M +$31.7K +321 +1%
V
521
Veritable
Delaware
$2.16M -$48.7K -493 -2%
TU
522
TDAM USA
Ontario, Canada
$2.16M +$25.3K +241 +1%
BOH
523
Bank of Hawaii
Hawaii
$2.16M -$202K -2,042 -9%
FCA
524
FinTrust Capital Advisors
South Carolina
$2.15M +$166K +1,677 +8%
CFG
525
Citizens Financial Group
Rhode Island
$2.15M -$33.2K -336 -2%
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