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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1301
Blueshift Asset Management
New Jersey
$340K -$2.1M -19,976 -86%
HIM
1302
Hotaling Investment Management
Pennsylvania
$340K -$21.9K -209 -6%
KIA
1303
Kraematon Investment Advisors
Massachusetts
$339K +$339K +3,228 New
MHR
1304
Matthew Hamilton Rosenberg
$336K -$9.34K -89 -3%
BOM
1305
Bank of Marin
California
$336K -$1.15K -11 -0.3%
BMC
1306
Beaton Management Company
Massachusetts
$336K – – –
BIM
1307
Bridges Investment Management
Nebraska
$336K – – –
BONST
1308
Bank of Nova Scotia Trust
Ontario, Canada
$336K +$315 +3 +0.1%
CTI
1309
Community Trust & Investment
Kentucky
$335K -$22.1K -211 -6%
P
1310
Pitcairn
Pennsylvania
$333K -$27.4K -261 -8%
FWM
1311
ForthRight Wealth Management
Georgia
$333K +$333K +3,176 New
4WM
1312
44 Wealth Management
Oregon
$332K – – –
YIA
1313
YHB Investment Advisors
Connecticut
$331K -$22.9K -218 -6%
NDSI
1314
Newman Dignan & Sheerar Inc
Rhode Island
$331K – – –
MIC
1315
Meridian Investment Counsel
California
$330K – – –
JFGIW
1316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$328K -$13.2K -126 -4%
CIA
1317
Cladis Investment Advisory
Montana
$328K +$328K +3,124 New
VFP
1318
Verus Financial Partners
Virginia
$327K -$14.7K -140 -4%
Nomura Holdings
1319
Nomura Holdings
Japan
$326K -$19.3M -184,041 -98%
PFBT
1320
Parkside Financial Bank & Trust
Missouri
$325K -$37.9K -361 -10%
LBA
1321
Letko, Brosseau & Associates
Quebec, Canada
$325K – – –
JWBC
1322
J.W. Burns & Co
New York
$325K – – –
MC
1323
Machina Capital
France
$325K +$325K +3,100 New
RWM
1324
Ritholtz Wealth Management
New York
$323K +$79K +753 +32%
SAM
1325
Summit Asset Management
Tennessee
$322K +$10.1K +96 +3%
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