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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 611 increasing their positions, 610 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
28.99%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
213
Increased
611
Reduced
610
Closed
78
Calls
$285M
Puts
$257M
Net Calls
+$27.9M
Net Calls Change
-$200M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$440M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$312M
3
Ameriprise
Ameriprise
Minnesota
+$194M
4
BC
Brookfield Corp
Ontario, Canada
+$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$65.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$120M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$106M
3
State Street
State Street
Massachusetts
-$101M
4
ZP
Zimmer Partners
New York
-$81.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
1176
Patriot Investment Management Group
Tennessee
$339K -$268K -2,935 -44%
HCP
1177
Hexagon Capital Partners
Arkansas
$339K -$21.6K -236 -6%
VCM
1178
Vivaldi Capital Management
Illinois
$337K +$91.7K +1,000 +37%
Tudor Investment Corp
1179
Tudor Investment Corp
Connecticut
$336K -$217K -2,371 -39%
SWIG
1180
Strategic Wealth Investment Group
Kentucky
$336K +$1.19K +13 +0.4%
FA
1181
FMA Advisory
Pennsylvania
$336K +$1.74K +19 +0.5%
OFG
1182
OmniStar Financial Group
North Carolina
$336K +$336K +3,671 New
IP
1183
Isthmus Partners
Wisconsin
$335K – – –
BAM
1184
Berkshire Asset Management
Pennsylvania
$335K +$335K +3,654 New
TA
1185
TFG Advisers
Michigan
$333K +$2.01K +22 +0.6%
WA1
1186
Wimmer Associates 1
California
$332K -$8.34K -91 -2%
4WM
1187
44 Wealth Management
Oregon
$332K +$332K +3,627 New
BWA
1188
BDO Wealth Advisors
Florida
$331K – – –
IPW
1189
IronBridge Private Wealth
Texas
$331K +$331K +3,614 New
CAAS
1190
Capital Asset Advisory Services
Michigan
$330K +$37.2K +406 +13%
DBT
1191
Dubuque Bank & Trust
Iowa
$330K +$122K +1,334 +59%
TW
1192
TrinityPoint Wealth
Connecticut
$329K +$1.76K +19 +0.5%
VF
1193
Virtu Financial
New York
$329K +$329K +3,597 New
WMA
1194
Wealth Management Associates
New Jersey
$328K – – –
FMP
1195
Financial Management Professionals
Texas
$327K -$5.87K -64 -2%
GIA
1196
Guyasuta Investment Advisors
Pennsylvania
$327K -$549 -6 -0.2%
MWM
1197
Mission Wealth Management
California
$326K -$61.8K -675 -16%
CWS
1198
Cypress Wealth Services
California
$326K +$326K +3,557 New
DWM
1199
Destination Wealth Management
California
$323K +$3.29K +36 +1%
WHRC
1200
W.H. Reaves & Co
New Jersey
$320K -$1.17M -12,767 -79%
46 47
48
49 50