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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
$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$799M
3
Ameriprise
Ameriprise
Minnesota
$291M
4
BC
Brookfield Corp
Ontario, Canada
$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.5M

Top Sellers

1
Invesco
Invesco
Georgia
$721M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$75.2M
3
State Street
State Street
Massachusetts
$3.41B
4
ZP
Zimmer Partners
New York
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.64B
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
101
Macquarie Group
Australia
$46.3M -$15.7M -171,315 -25%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$46.2M +$4.34M +47,351 +10%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$46.1M +$852K +9,307 +2%
Asset Management One
104
Asset Management One
Japan
$45.1M +$1.33M +14,770 +3%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.9M +$2.85M +31,093 +7%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$41.8M +$6.1M +66,588 +17%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$41.5M -$1.71M -18,673 -4%
CB
108
Commerce Bank
Missouri
$41.3M -$5.7M -62,277 -12%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$41M +$1.3M +14,144 +3%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$40M -$22.1M -241,568 -36%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$39M +$612K +6,686 +2%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$38.8M +$306K +3,344 +0.8%
Osaic Holdings
113
Osaic Holdings
Arizona
$37.7M +$2.16M +23,596 +6%
AG
114
Aperio Group
California
$37.7M +$4.51M +49,290 +14%
HighTower Advisors
115
HighTower Advisors
Illinois
$36.4M +$5.07M +55,418 +16%
ACI
116
AMP Capital Investors
Australia
$35.2M -$121K -1,333 -0.3%
US Bancorp
117
US Bancorp
Minnesota
$35M -$51.6K -564 -0.1%
Lord, Abbett & Co
118
Lord, Abbett & Co
New Jersey
$34.7M -$16.7M -181,924 -32%
MIS
119
Morningstar Investment Services
Illinois
$34.3M -$2.16M -23,610 -6%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$34.2M -$1.87M -20,476 -5%
GF
121
Gabelli Funds
New York
$33.9M -$275K -3,000 -0.8%
MWNA
122
Marshall Wace North America
New York
$33.5M +$31.8M +347,670 +1,965%
MAM
123
Magellan Asset Management
Australia
$31.5M -$271K -2,961 -0.9%
CCM
124
Cullen Capital Management
New York
$31M +$3.26M +35,565 +12%
Axa
125
Axa
France
$30.4M -$11.3M -123,238 -27%
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