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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
Wellington Management Group
Massachusetts
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
926
Dupont Capital Management
Delaware
$787K -$5.87K -56 -0.7%
AIM
927
Aigen Investment Management
New York
$787K +$787K +7,642 New
HFS
928
Horizon Financial Services
North Carolina
$784K -$52.3K -499 -6%
PWM
929
Perigon Wealth Management
California
$782K +$183K +1,744 +31%
Fisher Asset Management
930
Fisher Asset Management
Washington
$781K -$52.1K -496 -6%
LCM
931
Logan Capital Management
Pennsylvania
$778K +$8.08K +77 +1%
FPCG
932
Fort Pitt Capital Group
Pennsylvania
$778K +$778K +7,419 New
WPP
933
Whalerock Point Partners
Rhode Island
$775K +$10.5K +100 +1%
WPC
934
Waters Parkerson & Co
Louisiana
$772K +$8.71K +83 +1%
CFMC
935
Curbstone Financial Management Corp
New Hampshire
$769K +$31.5K +300 +4%
AC
936
Allstate Corporation
Illinois
$769K +$59K +562 +8%
FFC
937
First Financial Corp
Indiana
$766K -$19.8K -189 -3%
PCM
938
Parsons Capital Management
Rhode Island
$766K – – –
FG
939
Fiduciary Group
Georgia
$766K – – –
BCM
940
BTR Capital Management
California
$763K -$110K -1,045 -13%
WWM
941
Western Wealth Management
Colorado
$759K +$759K +7,230 New
Bessemer Group
942
Bessemer Group
New Jersey
$758K +$91.5K +873 +14%
AF
943
Aldebaran Financial
$753K +$9.02K +86 +1%
SIM
944
Sentry Investment Management
Wisconsin
$752K +$16.8K +160 +2%
SXL
945
Summit X LLC
Missouri
$751K -$19.9K -190 -3%
HSA
946
HBK Sorce Advisory
Pennsylvania
$751K +$15.4K +147 +2%
BC
947
Bridgefront Capital
Texas
$747K +$747K +7,118 New
CSI
948
Cross Staff Investments
New York
$747K +$747K +7,123 New
FHB
949
First Hawaiian Bank
Hawaii
$743K +$196K +1,871 +36%
BCP
950
Berkeley Capital Partners
Georgia
$742K +$56.9K +543 +8%
36 37
38
39 40