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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.

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
1
Wellington Management Group
Massachusetts
$3.44B
2
Barclays
2
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$180M
5
Charles Schwab
5
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
4
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$873M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
76
Millennium Management
New York
$77.9M +$71.4M +680,988 +1,113%
PCA
77
Personal Capital Advisors
California
$76.6M +$2.91M +27,644 +4%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$76.4M -$1.84M -17,507 -2%
Victory Capital Management
79
Victory Capital Management
Texas
$75.9M +$2.7M +25,709 +4%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$75.6M +$434K +4,141 +0.6%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$71.8M -$10.5M -100,369 -13%
PAMS
82
Pictet Asset Management (Switzerland)
Switzerland
$67.3M -$23.4M -223,328 -26%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$65.3M +$20.5M +195,789 +46%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$64.7M +$187K +1,786 +0.3%
EIP
85
Epoch Investment Partners
New York
$64.4M -$2.12M -20,248 -3%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$64.3M -$190M -1,812,644 -75%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$64.1M -$8.04M -76,626 -11%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$63.9M -$29.2M -278,735 -31%
Mariner
89
Mariner
Kansas
$62.1M +$2.78M +26,517 +5%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$61.8M -$10.1M -96,122 -14%
BC
91
Bartlett & Co
Ohio
$60.9M +$261K +2,484 +0.4%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$60.9M +$261K +2,484 +0.4%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$60.8M +$23.1M +219,895 +61%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$60.7M +$1.73M +16,495 +3%
Canada Life
95
Canada Life
Manitoba, Canada
$59.5M +$9.59M +91,593 +19%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$58M +$13.8M +131,285 +31%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$57.4M +$546K +5,208 +1%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$57.2M +$50.2M +478,537 +720%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$56.6M -$6.77M -64,541 -11%
Stifel Financial
100
Stifel Financial
Missouri
$56.5M +$1.73M +16,478 +3%
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4
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