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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
1351
Financial Perspectives
Minnesota
$170K – – –
SCM
1352
Silvant Capital Management
Georgia
$167K – – –
VCM
1353
Versant Capital Management
Arizona
$167K +$8.13K +92 +5%
CA
1354
Clearstead Advisors
Ohio
$167K +$96.9K +1,093 +138%
TCM
1355
Tradewinds Capital Management
Washington
$166K +$177 +2 +0.1%
HCA
1356
Horan Capital Advisors
Ohio
$163K +$163K +1,843 New
HS
1357
Horan Securities
United States
$159K +$3.89K +44 +3%
SIM
1358
Sonora Investment Management
Arizona
$153K – – –
HWA
1359
HHM Wealth Advisors
Tennessee
$152K -$14.7K -166 -9%
HIA
1360
Harbor Investment Advisory
Maryland
$152K +$10.8K +122 +8%
LWM
1361
Liberty Wealth Management
California
$145K -$8.96K -101 -6%
MCM
1362
MV Capital Management
Maryland
$144K -$21.7K -245 -13%
TH
1363
TCTC Holdings
Texas
$142K – – –
ED
1364
Exane Derivatives
France
$140K -$55K -621 -28%
CTB
1365
Country Trust Bank
Illinois
$139K +$1.59K +18 +1%
PCM
1366
Prelude Capital Management
New York
$139K +$139K +1,573 New
FCM
1367
Firestone Capital Management
Florida
$137K – – –
CMBA
1368
C.M. Bidwell & Associates
Hawaii
$137K +$137K +1,545 New
TFA
1369
Toth Financial Advisory
Virginia
$135K +$1.15K +13 +0.9%
ATC
1370
Adirondack Trust Company
New York
$133K -$5.32K -60 -4%
SFSIG
1371
San Francisco Sentry Investment Group
California
$132K – – –
CFO
1372
CVA Family Office
Colorado
$131K +$65.9K +745 +101%
AAP
1373
Arax Advisory Partners
Colorado
$129K +$707 +8 +0.6%
NFSG
1374
Newbridge Financial Services Group
Florida
$128K +$128K +1,443 New
DOA
1375
D'Orazio & Associates
Virginia
$127K +$176 +2 +0.1%
53 54
55
56 57