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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
Wellington Management Group
Massachusetts
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
501
Winton Group
United Kingdom
$2.67M +$1.94M +18,508 +268%
AG
502
Ascent Group
Virginia
$2.63M +$2.63M +25,491 New
KWM
503
Kingsview Wealth Management
Oregon
$2.62M -$5.46K -52 -0.2%
CM
504
Caption Management
Oklahoma
$2.62M -$9.05M -86,289 -78%
RBA
505
Richard Bernstein Advisors
New York
$2.61M +$2.61M +24,900 New
SB
506
Simmons Bank
Arkansas
$2.58M -$39.4K -376 -2%
OCM
507
Orleans Capital Management
Louisiana
$2.58M +$16K +153 +0.6%
IA
508
IFG Advisory
Georgia
$2.57M +$29.7K +283 +1%
GT
509
Greenleaf Trust
Michigan
$2.57M +$303K +2,890 +13%
CCG
510
Cypress Capital Group
Florida
$2.57M -$654K -6,238 -20%
BGIM
511
Brandywine Global Investment Management
Pennsylvania
$2.56M -$17.4K -166 -0.7%
APC
512
Aspire Private Capital
North Carolina
$2.55M +$574K +5,477 +29%
Lido Advisors
513
Lido Advisors
California
$2.55M +$23.3K +222 +0.9%
BPA
514
Beacon Pointe Advisors
California
$2.55M -$50.7K -483 -2%
FBT
515
First Bank & Trust
South Dakota
$2.54M +$16.6K +158 +0.7%
GWMIA
516
Global Wealth Management Investment Advisory
Florida
$2.54M +$96.7K +922 +4%
HDIM
517
Hanson & Doremus Investment Management
Vermont
$2.53M -$11K -105 -0.4%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$2.51M +$2.51M +23,183 New
CWC
519
Carolinas Wealth Consulting
North Carolina
$2.51M +$59.8K +570 +2%
TMAM
520
Tokio Marine Asset Management
Japan
$2.5M +$20.7K +197 +0.8%
RIG
521
Roosevelt Investment Group
New York
$2.48M -$101K -965 -4%
CHC
522
City Holding Co
West Virginia
$2.48M -$31.9K -318 -1%
V
523
Veritable
Delaware
$2.47M +$266K +2,538 +12%
GP
524
Greenline Partners
New York
$2.47M +$758K +7,223 +44%
PNC
525
Park National Corp
Ohio
$2.47M -$298K -2,843 -11%
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