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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 611 increasing their positions, 610 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
28.99%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
213
Increased
611
Reduced
610
Closed
78
Calls
$285M
Puts
$257M
Net Calls
+$27.9M
Net Calls Change
-$200M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$799M
3
Ameriprise
Ameriprise
Minnesota
$291M
4
BC
Brookfield Corp
Ontario, Canada
$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.5M

Top Sellers

1
Invesco
Invesco
Georgia
$721M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$75.2M
3
State Street
State Street
Massachusetts
$3.41B
4
ZP
Zimmer Partners
New York
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.64B
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$102M -$3.99M -43,582 -4%
SCCM
52
Schafer Cullen Capital Management
New York
$102M +$15.6M +170,081 +18%
Stifel Financial
53
Stifel Financial
Missouri
$99.5M -$4.04M -44,159 -4%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$98.2M +$841K +9,189 +0.9%
EIP
55
Epoch Investment Partners
New York
$95.5M -$31.9M -348,049 -25%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$91.4M -$1.69M -18,476 -2%
National Pension Service
57
National Pension Service
South Korea
$91.4M +$3.12M +34,068 +4%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$89.5M +$65.9M +719,678 +279%
Jennison Associates
59
Jennison Associates
New York
$89.1M +$18.7M +204,513 +27%
AllianceBernstein
60
AllianceBernstein
Tennessee
$88M -$10.4M -113,130 -11%
Principal Financial Group
61
Principal Financial Group
Iowa
$85.5M -$5.92M -64,706 -6%
Truist Financial
62
Truist Financial
North Carolina
$85.5M -$5.82M -63,575 -6%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$81.5M -$1.82M -19,830 -2%
KBC Group
64
KBC Group
Belgium
$79.7M -$27.3M -54,234 -26%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$78.1M -$5.35M -58,452 -6%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$78.1M +$4.02M +43,858 +5%
AQR Capital Management
67
AQR Capital Management
Connecticut
$75.7M +$7.3M +80,244 +11%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$75.2M -$1.16M -12,715 -2%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$75.2M -$106M -1,161,000 -59%
AAMU
70
Amundi Asset Management US
Massachusetts
$75M -$1.36M -14,838 -2%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$74.4M -$906K -9,900 -1%
PAM
72
Panagora Asset Management
Massachusetts
$73.3M +$24.3M +265,483 +50%
CWP
73
Capital Wealth Planning
Florida
$71.7M +$12.2M +134,849 +20%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$71.4M +$17.8M +195,465 +33%
Barclays
75
Barclays
United Kingdom
$71.2M +$3.64M +39,779 +5%
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