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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 %
VFM
676
Viking Fund Management
North Dakota
$1.57M – – –
HCM
677
Hall Capital Management
Rhode Island
$1.57M -$31.5K -300 -2%
FNT
678
First National Trust
Pennsylvania
$1.57M +$93.7K +893 +6%
GIM
679
Guardian Investment Management
California
$1.56M -$31.5K -300 -2%
SC
680
Savant Capital
Illinois
$1.56M -$12.9K -123 -0.8%
FT
681
Fiduciary Trust
Massachusetts
$1.55M -$26.2K -250 -2%
NSEDCP
682
NJ State Employees Deferred Compensation Plan
New Jersey
$1.55M – – –
FDS
683
First Dallas Securities
Texas
$1.54M -$24.3K -232 -2%
OPS
684
Orion Portfolio Solutions
Nebraska
$1.53M +$122K +1,159 +9%
BSA
685
Bull Street Advisors
Georgia
$1.53M -$35.1K -335 -2%
FWM
686
Frontier Wealth Management
Missouri
$1.52M +$104K +992 +7%
SLI
687
Sumitomo Life Insurance
Japan
$1.51M -$46.9K -447 -3%
PAMG
688
Patton Albertson Miller Group
Tennessee
$1.51M -$36.8K -351 -2%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$1.51M +$179K +1,707 +13%
First Manhattan
690
First Manhattan
New York
$1.5M -$476K -4,536 -24%
WG
691
Welch Group
Alabama
$1.5M +$2.41K +23 +0.2%
PPW
692
Parcion Private Wealth
Washington
$1.49M -$9.88K -95 -0.7%
FNFDCM
693
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.49M -$44.9K -428 -3%
BMA
694
Brooks Moore & Associates
Tennessee
$1.48M -$5.25K -50 -0.4%
HT
695
HAP Trading
New York
$1.48M +$1.48M +14,083 New
ACP
696
Ashfield Capital Partners
California
$1.47M – – –
DTL
697
Dynamic Technology Lab
Singapore
$1.47M +$566K +5,398 +63%
PCM
698
Prelude Capital Management
New York
$1.46M +$1.46M +13,953 New
HT
699
HighTower Trust
Texas
$1.46M +$1.46M +13,913 New
BBNA
700
Bremer Bank National Association
Minnesota
$1.46M +$1.03M +9,808 +241%
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