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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.16B
3
Citadel Advisors
Citadel Advisors
Florida
$301M
4
Capital Research Global Investors
Capital Research Global Investors
California
$552M
5
MBA
Maple-Brown Abbott
Australia
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$559M
2
Franklin Resources
Franklin Resources
California
$908M
3
Federated Hermes
Federated Hermes
Pennsylvania
$404M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$111M +$487K +6,021 +0.4%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$104M +$3.93M +48,633 +4%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$102M +$6.85M +84,661 +7%
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$91.1M +$10.5M +130,218 +13%
Stifel Financial
55
Stifel Financial
Missouri
$88.5M -$8.27M -102,339 -9%
AllianceBernstein
56
AllianceBernstein
Tennessee
$87.7M -$21M -259,481 -19%
Canada Life
57
Canada Life
Manitoba, Canada
$84.9M +$8.86M +108,933 +12%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$84.5M -$1.06M -13,100 -1%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$84.3M +$1.42M +17,524 +2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$82.9M -$5.95M -74,997 -7%
American Century Companies
61
American Century Companies
Missouri
$81.6M +$14.9M +184,385 +22%
Principal Financial Group
62
Principal Financial Group
Iowa
$81.6M +$570K +7,051 +0.7%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$80.3M +$4.17M +51,583 +5%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$78.5M +$9.71M +120,067 +14%
AQR Capital Management
65
AQR Capital Management
Connecticut
$76.8M +$12.4M +153,574 +19%
Ameriprise
66
Ameriprise
Minnesota
$76.6M -$12.2M -151,239 -14%
Truist Financial
67
Truist Financial
North Carolina
$75.8M -$1.53M -18,932 -2%
PP
68
Prudential plc
United Kingdom
$74.3M +$73.9M +913,417 +18,483%
Two Sigma Investments
69
Two Sigma Investments
New York
$72.4M -$34.5M -426,624 -32%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$70.5M +$11.2M +138,278 +19%
National Pension Service
71
National Pension Service
South Korea
$69.8M +$899K +11,121 +1%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$69.2M -$15M -185,964 -18%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$61.9M -$1.81M -22,321 -3%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$61.2M +$31.1M +384,746 +103%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$61.1M -$23.2M -285,162 -28%
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