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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
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
776
Arrowstreet Capital
Massachusetts
$793K +$793K +9,800 New
HH
777
Hilltop Holdings
Texas
$792K -$2.53M -31,290 -76%
VCAM
778
Van Cleef Asset Management
Ohio
$791K – – –
CB
779
CNB Bank
Pennsylvania
$791K +$37.8K +467 +5%
First Manhattan
780
First Manhattan
New York
$790K +$118K +1,454 +17%
MYAM
781
Meiji Yasuda Asset Management
Japan
$784K -$3.14M -38,861 -80%
BHC
782
Bowen Hanes & Co
Florida
$782K -$70.3K -870 -8%
MRCM
783
M&R Capital Management
New Jersey
$780K – – –
CAM
784
Cresset Asset Management
Illinois
$779K -$38.6K -477 -5%
RCAG
785
Rehmann Capital Advisory Group
Michigan
$776K +$776K +9,598 New
CICI
786
Capital Investment Counsel Inc
North Carolina
$773K +$64.7K +800 +9%
SWM
787
SeaCrest Wealth Management
New York
$772K +$58.5K +724 +8%
MOS
788
MGO One Seven
Ohio
$772K +$457K +5,655 +145%
MSA
789
Marino Stram & Associates
Massachusetts
$766K +$150K +1,855 +24%
FSA
790
Franklin Street Advisors
North Carolina
$765K -$173K -2,140 -18%
CCM
791
Cadence Capital Management
Massachusetts
$761K +$249K +3,083 +49%
PWM
792
Perigon Wealth Management
California
$760K +$760K +8,415 New
LMAM
793
Legg Mason Asset Management
Japan
$751K -$10.8K -134 -1%
CPSAC
794
Chas P. Smith & Associates (CPS)
Florida
$751K +$117K +1,442 +18%
OC
795
Oakworth Capital
Alabama
$749K +$160K +1,983 +27%
ARMC
796
American Research & Management Company
Massachusetts
$748K -$129K -1,600 -15%
PCM
797
Parsons Capital Management
Rhode Island
$747K -$50K -618 -6%
FPFS
798
First Personal Financial Services
North Carolina
$744K -$106K -1,313 -12%
LNWWM
799
Laird Norton Wetherby Wealth Management
California
$744K +$99.1K +1,226 +15%
IWM
800
IHT Wealth Management
Illinois
$739K -$38.4K -475 -5%
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