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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 %
AWM
901
Altium Wealth Management
New York
$609K +$133K +1,502 +28%
AA
902
Ancora Advisors
Ohio
$608K +$95.5K +1,079 +19%
SSB
903
Sandy Spring Bank
Maryland
$605K -$283K -3,198 -32%
WA
904
Wambolt & Associates
Colorado
$604K +$61.9K +699 +11%
CT
905
Chicago Trust
Illinois
$602K +$886 +10 +0.1%
IMOV
906
Investment Management of Virginia
Virginia
$597K +$19.9K +225 +3%
RA
907
RFG Advisory
Alabama
$597K +$120K +1,357 +25%
NB
908
NBT Bank
New York
$592K +$157K +1,768 +36%
CAI
909
Capital Advisors Inc
Oklahoma
$591K +$102K +1,155 +21%
FNBOSM
910
First National Bank of South Miami
Florida
$588K -$76.2K -861 -11%
PIMG
911
Patriot Investment Management Group
Tennessee
$588K +$61.8K +698 +12%
SPI
912
Santori & Peters Inc
Pennsylvania
$588K +$588K +6,643 New
SWM
913
Stockman Wealth Management
Montana
$587K – – –
SB
914
Strategic Blueprint
Georgia
$586K +$336K +3,788 +134%
1IA
915
1834 Investment Advisors
Wisconsin
$585K +$40.5K +457 +7%
AWA
916
Arete Wealth Advisors
Illinois
$580K -$1.83K -20 -0.3%
HCM
917
Hodges Capital Management
Texas
$578K -$4.78K -54 -0.8%
LOAME
918
Lombard Odier Asset Management (Europe)
United Kingdom
$578K +$578K +6,531 New
HKIM
919
Hayek Kallen Investment Management
Alabama
$577K +$44.8K +506 +8%
EGA
920
E&G Advisors
Texas
$576K -$115K -1,300 -17%
SP
921
Symmetry Partners
Connecticut
$575K +$575K +6,491 New
BFM
922
Boston Financial Management
Massachusetts
$573K – – –
ACWM
923
Adams Chetwood Wealth Management
North Carolina
$571K -$17.4K -197 -3%
TA
924
Tiedemann Advisors
New York
$569K -$1.18M -13,288 -67%
KCPG
925
Kavar Capital Partners Group
Kansas
$569K +$569K +6,423 New
35 36
37
38 39