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Duke Energy
DUK

Overview Fund Activity

1,807 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,807
Holders Change
-21
Holders Change %
-1.15%
% of All Funds
28.93%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
137
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$443M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$605M
3
GLA
3
Great Lakes Advisors
Illinois
$98M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$460M
5
ZP
5
Zimmer Partners
New York
$79.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
Capital World Investors
2
Capital World Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
State Street
4
State Street
Massachusetts
$4.11B
5
Barclays
5
Barclays
United Kingdom
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
76
Penserra Capital Management
California
$78.5M +$5M +51,806 +7%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$69.8M -$517K -5,355 -0.7%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$68.8M +$3.68M +38,186 +6%
Citigroup
79
Citigroup
New York
$67.5M -$10.1M -104,203 -13%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$65.8M -$23M -238,650 -26%
AQR Capital Management
81
AQR Capital Management
Connecticut
$61.3M -$3.09M -32,072 -5%
FWIA
82
Fort Washington Investment Advisors
Ohio
$61.2M +$1.37M +14,215 +2%
Stifel Financial
83
Stifel Financial
Missouri
$60.8M -$124K -1,286 -0.2%
Osaic Holdings
84
Osaic Holdings
Arizona
$60.2M +$4.07M +42,119 +7%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$59.9M +$6.11M +63,290 +11%
EIP
86
Epoch Investment Partners
New York
$59.3M +$5.87M +60,816 +11%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$59.3M +$981K +10,172 +2%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$58.2M +$241K +2,500 +0.4%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$57M -$24.5M -253,524 -30%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$56.7M +$1.25M +12,913 +2%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$55.4M +$910K +9,436 +2%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$54.8M -$8.55M -88,594 -13%
ORIO
93
Old Republic International (ORI)
Illinois
$54.1M – – –
PAMS
94
Pictet Asset Management (Switzerland)
Switzerland
$52.5M +$452K +4,687 +0.9%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$52.4M -$2.98M -30,932 -5%
BC
96
Bartlett & Co
Ohio
$51.7M +$2.22M +23,057 +4%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$51.7M +$2.22M +23,057 +4%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$50.9M -$231K -2,391 -0.5%
CI
99
Cincinnati Insurance
Ohio
$50.5M – – –
Renaissance Technologies
100
Renaissance Technologies
New York
$50.4M -$11.4M -117,800 -18%
2 3
4
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