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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.16B
3
Citadel Advisors
Citadel Advisors
Florida
$301M
4
Capital Research Global Investors
Capital Research Global Investors
California
$552M
5
MBA
Maple-Brown Abbott
Australia
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$559M
2
Franklin Resources
Franklin Resources
California
$908M
3
Federated Hermes
Federated Hermes
Pennsylvania
$404M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$39.6M +$2.03M +25,128 +5%
MIP
102
Mondrian Investment Partners
United Kingdom
$39.4M +$2.99M +36,962 +8%
SO
103
STRS Ohio
Ohio
$37.8M -$1.84M -22,805 -5%
Fidelity International
104
Fidelity International
Bermuda
$37.7M +$10M +124,177 +36%
Macquarie Group
105
Macquarie Group
Australia
$37.4M +$10.4M +128,119 +38%
Axa
106
Axa
France
$37M +$653K +8,070 +2%
MIS
107
Morningstar Investment Services
Illinois
$36.5M +$680K +8,143 +2%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$36.4M -$28.3M -349,771 -44%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.9M -$3.77M -46,627 -9%
CIA
110
ClearBridge Investments (Australia)
Australia
$34.4M +$5.7M +70,446 +20%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$34.3M -$536K -6,633 -2%
ACI
112
AMP Capital Investors
Australia
$33.5M -$3.35M -40,196 -9%
Osaic Holdings
113
Osaic Holdings
Arizona
$32.8M +$32.8M +586,285 New
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$32.8M -$10.7M -131,751 -25%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$32.8M -$2.56M -31,667 -7%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$32.2M +$32.4K +400 +0.1%
CB
117
Commerce Bank
Missouri
$31.7M +$214K +2,643 +0.7%
WRF
118
Waddell & Reed Financial
Kansas
$31.3M +$31.3M +387,197 New
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$31.3M +$5.8M +71,684 +23%
PR
120
Payden & Rygel
California
$31.2M +$2.73M +33,713 +10%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$31M -$1.87M -23,175 -6%
US Bancorp
122
US Bancorp
Minnesota
$30.7M +$412K +5,097 +1%
GF
123
Gabelli Funds
New York
$30.4M +$113K +1,400 +0.4%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$30.3M – – –
BC
125
Bartlett & Co
Ohio
$30.3M +$30.3M +374,121 New
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5
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