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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 %
MRCM
1101
M&R Capital Management
New Jersey
$362K – – –
RWA
1102
River Wealth Advisors
Pennsylvania
$360K -$14.9K -168 -4%
KS
1103
Karpas Strategies
Connecticut
$360K – – –
YMRC
1104
Yorktown Management & Research Company
Virginia
$356K +$11.1K +125 +3%
CT
1105
Cambridge Trust
Massachusetts
$356K +$15.2K +172 +4%
BOM
1106
Bank of Marin
California
$353K -$7.09K -80 -2%
AF
1107
Arrow Financial
New York
$351K -$13K -147 -4%
SC
1108
Saturna Capital
Washington
$351K – – –
ADL
1109
Asset Dedication LLC
California
$350K -$53.5K -603 -13%
HB
1110
Horizon Bancorp
Indiana
$350K +$3.37K +38 +1%
BHWM
1111
Bar Harbor Wealth Management
New Hampshire
$349K -$86.1K -972 -20%
DLA
1112
Douglas Lane & Associates
New York
$349K +$5.22K +59 +2%
Bessemer Group
1113
Bessemer Group
New Jersey
$348K -$1.25M -14,126 -78%
NP
1114
NorthRock Partners
Minnesota
$348K -$266 -3 -0.1%
IF
1115
Intrua Financial
Texas
$347K -$56.1K -591 -14%
RMAM
1116
Raab & Moskowitz Asset Management
New Jersey
$346K -$1.5K -17 -0.4%
GIP
1117
Greatmark Investment Partners
Georgia
$344K -$177 -2 -0.1%
MA
1118
MCF Advisors
Kentucky
$343K +$16.2K +183 +5%
EWM
1119
Empirical Wealth Management
Washington
$341K -$137K -1,552 -29%
ACI
1120
Alpha Cubed Investments
California
$341K +$20.4K +230 +6%
GWAG
1121
Garrett Wealth Advisory Group
Texas
$339K -$2.57K -29 -0.8%
LCM
1122
Laurion Capital Management
New York
$337K -$13.8M -155,440 -98%
BTW
1123
Boston Trust Walden
Massachusetts
$337K -$5.31K -60 -2%
KA
1124
KLCM Advisors
Wisconsin
$336K – – –
KWMG
1125
King Wealth Management Group
Florida
$333K -$17.6K -199 -5%
43 44
45
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