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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 %
PFM
626
Parsec Financial Management
North Carolina
$1.8M – – –
CAM
627
Columbia Asset Management
Michigan
$1.8M -$2.41K -23 -0.1%
ACM
628
AlphaCrest Capital Management
New York
$1.79M +$1.49M +14,167 +492%
EWM
629
Evermay Wealth Management
Virginia
$1.79M -$3.25K -31 -0.2%
GCA
630
Greenwood Capital Associates
South Carolina
$1.78M +$254K +2,423 +17%
PWP
631
Private Wealth Partners
California
$1.77M +$257K +2,447 +17%
Simplex Trading
632
Simplex Trading
Illinois
$1.77M +$1.52M +14,492 +597%
GLA
633
Good Life Advisors
Pennsylvania
$1.77M +$177K +1,687 +11%
PP
634
Palladium Partners
Virginia
$1.76M +$45.6K +435 +3%
CCIA
635
Campbell & Co Investment Adviser
Maryland
$1.76M +$1.12M +10,650 +173%
BFS
636
Bradley Foster & Sargent
Connecticut
$1.74M -$178K -1,697 -9%
CBTWT
637
Community Bank & Trust (Waco, Texas)
Texas
$1.73M +$39.6K +378 +2%
BW
638
Bison Wealth
Georgia
$1.73M -$132K -1,256 -7%
BOH
639
Bank of Hawaii
Hawaii
$1.73M -$67.2K -641 -4%
RC
640
RegentAtlantic Capital
New Jersey
$1.72M -$43.6K -416 -2%
SBH
641
Segall Bryant & Hamill
Illinois
$1.71M +$629 +6 +0%
FANJ
642
Financial Architects (New Jersey)
New Jersey
$1.71M -$17.2K -164 -1%
SMC
643
Smith, Moore & Co
Missouri
$1.7M -$37.1K -354 -2%
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$1.7M +$154K +1,471 +10%
CK
645
Cohen Klingenstein
New York
$1.7M – – –
BFEC
646
Benjamin F. Edwards & Company
Missouri
$1.69M +$108K +1,032 +7%
TCOV
647
Trust Company of Vermont
Vermont
$1.69M +$56.6K +540 +3%
VIA
648
Vident Investment Advisory
Georgia
$1.69M +$107K +1,025 +7%
BSW
649
Buckingham Strategic Wealth
Missouri
$1.68M +$32.7K +312 +2%
PFM
650
Premier Fund Managers
United Kingdom
$1.68M -$519K -4,950 -24%
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