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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 %
MIC
1201
Meridian Investment Counsel
California
$279K – – –
VCAM
1202
Van Cleef Asset Management
Ohio
$278K -$7.54K -85 -3%
MCM
1203
McRae Capital Management
New Jersey
$276K – – –
IC
1204
Intersect Capital
California
$275K -$35.4K -399 -11%
JWBC
1205
J.W. Burns & Co
New York
$274K -$10.3K -116 -4%
BMC
1206
Beaton Management Company
Massachusetts
$274K +$16K +180 +6%
NCM
1207
Novare Capital Management
North Carolina
$273K -$85.7K -967 -24%
FAM
1208
Flaharty Asset Management
Florida
$273K – – –
FFWA
1209
FRG Family Wealth Advisors
Washington
$272K +$272K +3,075 New
PPW
1210
Pasadena Private Wealth
California
$271K +$271K +3,059 New
MHR
1211
Matthew Hamilton Rosenberg
$270K -$3.37K -38 -1%
H
1212
HoyleCohen
California
$269K +$269K +3,034 New
MA
1213
MONECO Advisors
Connecticut
$269K +$269K +3,043 New
OSNBOA
1214
Old Second National Bank of Aurora
Illinois
$267K -$3.45K -39 -1%
MAM
1215
Morse Asset Management
Connecticut
$266K – – –
BOPW
1216
Brandywine Oak Private Wealth
Pennsylvania
$265K +$353 +4 +0.1%
TC
1217
Telemus Capital
Michigan
$264K +$9.25K +100 +4%
WBC
1218
West Branch Capital
Massachusetts
$263K -$2.66K -30 -1%
OTPPB
1219
Ontario Teachers' Pension Plan Board
Ontario, Canada
$263K – – –
GTCM
1220
Gyon Technologies Capital Management
New Jersey
$263K +$263K +2,974 New
BCA
1221
Biltmore Capital Advisors
New Jersey
$263K +$263K +2,975 New
CNBTD
1222
Citizens National Bank Trust Department
Mississippi
$262K – – –
BA
1223
Bennicas & Associates
California
$260K +$14.8K +167 +6%
RI
1224
Ridgewood Investments
New Jersey
$260K +$260K +2,933 New
FA
1225
FCG Advisors
New Jersey
$259K -$44.4K -502 -15%
47 48
49
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