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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
BlackRock
5
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$914M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$130M
4
Invesco
4
Invesco
Georgia
$661M
5
SCCM
5
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
101
Loomis, Sayles & Company
Massachusetts
$46.6M +$34.7M +359,787 +294%
Macquarie Group
102
Macquarie Group
Australia
$46M -$2.79M -28,953 -6%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$44.9M -$3.83M -39,687 -8%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$44.6M +$1.34M +13,866 +3%
Bank of Nova Scotia
105
Bank of Nova Scotia
Ontario, Canada
$44M +$31.7M +328,564 +258%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$43.9M -$176K -1,828 -0.4%
Asset Management One
107
Asset Management One
Japan
$43.4M -$5.02M -52,020 -10%
Citadel Advisors
108
Citadel Advisors
Florida
$42.4M -$24.8M -256,955 -37%
ACI
109
AMP Capital Investors
Australia
$42.1M +$4.6M +47,674 +12%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$41.7M -$2.14M -22,189 -5%
CB
111
Commerce Bank
Missouri
$41.1M -$2.41M -24,967 -6%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$40M -$847K -8,778 -2%
JPMPWA
113
J.P. Morgan Private Wealth Advisors
California
$39.6M -$1.57M -16,230 -4%
Osaic Holdings
114
Osaic Holdings
Arizona
$39.4M -$391K -4,050 -1%
HighTower Advisors
115
HighTower Advisors
Illinois
$38.9M +$427K +4,421 +1%
Millennium Management
116
Millennium Management
New York
$38.4M -$15.9M -165,144 -29%
PR
117
Payden & Rygel
California
$37.2M +$11.7M +121,146 +46%
US Bancorp
118
US Bancorp
Minnesota
$36.7M -$262K -2,710 -0.7%
GF
119
Gabelli Funds
New York
$35.7M -$96.5K -1,000 -0.3%
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$35.6M +$26.7M +276,339 +301%
MIS
121
Morningstar Investment Services
Illinois
$34.1M -$1.93M -20,084 -5%
Aberdeen Group
122
Aberdeen Group
United Kingdom
$33.5M +$3.35M +34,750 +11%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$32.8M -$3.27M -33,845 -9%
UIM
124
USS Investment Management
United Kingdom
$31.8M – – –
Natixis Advisors
125
Natixis Advisors
Massachusetts
$30.9M +$2.16M +22,424 +8%
3 4
5
6 7