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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
BlackRock
5
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$914M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$130M
4
Invesco
4
Invesco
Georgia
$661M
5
SCCM
5
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
76
Amundi Asset Management US
Massachusetts
$65.5M -$13.6M -141,365 -17%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$64.3M -$18M -186,381 -22%
LPL Financial
78
LPL Financial
California
$62.6M +$1.12M +11,586 +2%
Renaissance Technologies
79
Renaissance Technologies
New York
$61.9M +$61.9M +641,124 New
Victory Capital Management
80
Victory Capital Management
Texas
$61.6M -$1.54M -15,920 -2%
PCA
81
Personal Capital Advisors
California
$60.8M +$4.9M +50,808 +9%
Citigroup
82
Citigroup
New York
$60.6M -$4.98M -51,633 -8%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$60.3M -$15.4M -160,001 -20%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$59.9M -$283K -2,933 -0.5%
ORIO
85
Old Republic International (ORI)
Illinois
$58.8M – – –
Canada Life
86
Canada Life
Manitoba, Canada
$58.5M -$13.3M -138,495 -19%
BC
87
Bartlett & Co
Ohio
$55.9M +$1.79M +18,584 +3%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$55.9M +$1.79M +18,584 +3%
Jennison Associates
89
Jennison Associates
New York
$54.1M -$39.9M -412,904 -42%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$53.5M +$256K +2,657 +0.5%
Stifel Financial
91
Stifel Financial
Missouri
$53.5M -$51.4M -532,557 -49%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$51.6M +$9.44M +97,768 +22%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$51M +$2.42M +25,078 +5%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$50.9M +$41M +426,655 +416%
CI
95
Cincinnati Insurance
Ohio
$50.5M – – –
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$50.3M -$1.32M -13,644 -3%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.5M +$3.18M +32,911 +7%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$49.2M -$1.37M -14,161 -3%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$48.9M +$32.1M +332,589 +191%
MIP
100
Mondrian Investment Partners
United Kingdom
$48.5M -$21.7M -215,190 -31%
2 3
4
5 6