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Duke Energy
DUK

Overview Fund Activity

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.44B
2
Barclays
2
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$180M
5
Charles Schwab
5
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
4
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$873M
Name Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$56.2M 535,727 +535,727 New
CI
102
Cincinnati Insurance
Ohio
$54.9M 523,600 – –
Jennison Associates
103
Jennison Associates
New York
$54.4M 518,286 -470,719 -48%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$53.5M 509,713 -106,400 -17%
EVM
105
Eaton Vance Management
Massachusetts
$53M 505,280 +219,332 +77%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$52.7M 501,975 +11,228 +2%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$51.3M 488,814 +19,784 +4%
Asset Management One
108
Asset Management One
Japan
$51.2M 488,913 -5,796 -1%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$49.9M 476,014 +476,014 New
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$49M 466,990 -10,022 -2%
FWIA
111
Fort Washington Investment Advisors
Ohio
$48M 457,194 +526 +0.1%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$46.7M 445,016 -8,250 -2%
Osaic Holdings
113
Osaic Holdings
Arizona
$46.5M 443,995 +13,841 +3%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$46.4M 442,406 +28,185 +7%
HighTower Advisors
115
HighTower Advisors
Illinois
$45.8M 436,910 +31,264 +8%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$45.8M 436,198 +36,588 +9%
CB
117
Commerce Bank
Missouri
$44.2M 420,912 +2,109 +0.5%
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$42.1M 400,904 -38,620 -9%
US Bancorp
119
US Bancorp
Minnesota
$41.2M 392,575 +17,561 +5%
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$39.1M 377,444 +53,038 +16%
GF
121
Gabelli Funds
New York
$38.9M 370,400 +1,000 +0.3%
MAM
122
Magellan Asset Management
Australia
$37.5M 357,177 +30,714 +9%
MIS
123
Morningstar Investment Services
Illinois
$37.4M 356,473 +4,745 +1%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$37M 369,655 +88,426 +31%
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$36.8M 350,517 +171,181 +95%
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