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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 %
MCM
751
MAI Capital Management
Ohio
$941K +$395K +4,461 +72%
MFP
752
Meridian Financial Partners
Virginia
$940K +$54K +579 +6%
AIA
753
Arbor Investment Advisors
North Carolina
$939K -$35.2K -398 -4%
CCM
754
Cadence Capital Management
Massachusetts
$938K -$222K -2,513 -19%
BS
755
Boenning & Scattergood
Pennsylvania
$935K +$20.9K +236 +2%
VCM
756
Violich Capital Management
California
$931K – – –
BCM
757
Bayesian Capital Management
New York
$930K +$930K +10,500 New
BIM
758
Baldwin Investment Management
Pennsylvania
$929K +$588K +6,642 +173%
CAG
759
Csenge Advisory Group
Florida
$928K -$94.4K -1,040 -9%
RB
760
Rodgers Brothers
Pennsylvania
$928K -$46.6K -526 -5%
RC
761
RegentAtlantic Capital
New Jersey
$926K +$167K +1,881 +22%
ECA
762
Elevated Capital Advisors
Utah
$924K -$24.1K -248 -3%
Voloridge Investment Management
763
Voloridge Investment Management
Florida
$921K -$12.5M -140,596 -93%
CBN
764
Cadence Bank NA
Texas
$919K -$21.8K -246 -2%
ONB
765
Old National Bancorp
Indiana
$917K -$91.5K -1,032 -9%
AB
766
Atlas Brown
Kentucky
$914K -$45.3K -511 -5%
OIA
767
Optimum Investment Advisors
Illinois
$913K +$187K +2,106 +26%
VCA
768
Verdence Capital Advisors
Maryland
$904K -$228K -2,578 -20%
LC
769
LCNB Corp
Ohio
$901K -$17.7K -200 -2%
AIM
770
Achmea Investment Management
Netherlands
$896K -$5.39M -60,811 -86%
FNBTCON
771
First National Bank & Trust Co of Newtown
Pennsylvania
$896K -$5.32K -60 -0.6%
PHK
772
Point72 Hong Kong
Hong Kong
$896K +$896K +10,115 New
CB
773
CNB Bank
Pennsylvania
$895K +$33.3K +376 +4%
HAG
774
HighPoint Advisor Group
Illinois
$894K -$118K -1,255 -12%
SFS
775
Sowell Financial Services
Arkansas
$893K -$182K -2,055 -17%
29 30
31
32 33