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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
1
Wellington Management Group
Massachusetts
$3.44B
2
Barclays
2
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$180M
5
Charles Schwab
5
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
4
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$873M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$130M -$12.4M -118,343 -9%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$130M -$6.88M -65,541 -5%
First Trust Advisors
53
First Trust Advisors
Illinois
$127M +$3.5M +33,350 +3%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$124M +$1.99M +18,925 +2%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$119M +$66.4M +632,700 +126%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$117M +$74.9K +714 +0.1%
National Pension Service
57
National Pension Service
South Korea
$111M -$1.72M -16,385 -2%
RCAMU
58
Rothschild & Co Asset Management US
Connecticut
$109M +$11.6M +110,826 +12%
AQR Capital Management
59
AQR Capital Management
Connecticut
$105M +$4.26M +40,683 +4%
EIM
60
Elliott Investment Management
Florida
$105M – – –
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$100M -$200K -1,904 -0.2%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$97.8M -$3.13M -29,839 -3%
AllianceBernstein
63
AllianceBernstein
Tennessee
$97.4M -$1.64M -15,635 -2%
Principal Financial Group
64
Principal Financial Group
Iowa
$94.8M -$2.06M -19,595 -2%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$94.1M -$1.6M -15,221 -2%
CS
66
Credit Suisse
Switzerland
$91.7M -$870K -8,297 -0.9%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$88.8M -$4M -38,137 -4%
Macquarie Group
68
Macquarie Group
Australia
$88.1M +$37.9M +361,752 +76%
Prudential Financial
69
Prudential Financial
New Jersey
$86.8M +$9.67M +92,216 +13%
Truist Financial
70
Truist Financial
North Carolina
$86.4M -$1.84M -17,562 -2%
LPL Financial
71
LPL Financial
California
$84M +$2.79M +26,597 +3%
Citigroup
72
Citigroup
New York
$83.4M -$19.6M -186,835 -19%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$82.8M +$6.76M +64,509 +9%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$80M +$17.1M +163,165 +27%
ORIO
75
Old Republic International (ORI)
Illinois
$79.6M – – –
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