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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 %
Nomura Holdings
676
Nomura Holdings
Japan
$1.18M -$1.26M -14,278 -52%
ACM
677
Allred Capital Management
Texas
$1.18M -$9.91K -112 -0.8%
B
678
Bailard
California
$1.16M -$308K -3,483 -21%
PFSC
679
Peoples Financial Services Corp
Pennsylvania
$1.16M -$15.5K -175 -1%
Los Angeles Capital Management
680
Los Angeles Capital Management
California
$1.16M -$522K -5,895 -31%
BAM
681
Belpointe Asset Management
Nevada
$1.16M +$80.3K +907 +7%
GBT
682
Grove Bank & Trust
Florida
$1.15M -$72.9K -823 -6%
BFEC
683
Benjamin F. Edwards & Company
Missouri
$1.15M +$364K +4,110 +46%
SCM
684
Southport Capital Management
Tennessee
$1.14M -$37.2K -420 -3%
PWP
685
Private Wealth Partners
California
$1.14M +$1.77K +20 +0.2%
MPWT
686
MassMutual Private Wealth & Trust
Connecticut
$1.14M +$157K +1,771 +16%
AIP
687
Ameritas Investment Partners
Nebraska
$1.14M -$44.8K -506 -4%
FI
688
FormulaFolio Investments
Michigan
$1.13M -$69.2K -781 -6%
SIM
689
Stratos Investment Management
Ohio
$1.12M +$1.12M +12,695 New
ZIC
690
ZWJ Investment Counsel
Georgia
$1.12M -$10.9K -123 -1%
PA
691
PSI Advisors
Florida
$1.12M +$246K +2,777 +28%
IBOK
692
Independence Bank of Kentucky
Kentucky
$1.12M +$114K +1,283 +11%
SSWG
693
Seven Springs Wealth Group
Tennessee
$1.12M +$1.08M +12,173 +2,926%
GRP
694
Global Retirement Partners
California
$1.11M +$16.5K +186 +2%
FC
695
Forte Capital
New York
$1.11M -$117K -1,319 -10%
CBTWT
696
Community Bank & Trust (Waco, Texas)
Texas
$1.11M +$112K +1,263 +11%
GG
697
Gofen & Glossberg
Illinois
$1.11M +$7.35K +83 +0.7%
Rafferty Asset Management
698
Rafferty Asset Management
New York
$1.1M -$510K -5,754 -32%
CIP
699
Convergence Investment Partners
Florida
$1.1M -$105K -1,183 -9%
TYCC
700
Texas Yale Capital Corp
Florida
$1.1M +$85.3K +963 +8%
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