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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$873M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$35M +$3M +28,575 +9%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$34.3M +$228K +2,170 +0.7%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$33.6M -$301K -2,869 -0.9%
VDI
129
Vaughan David Investments
Illinois
$32.9M +$392K +3,736 +1%
CFC
130
Cincinnati Financial Corp
Ohio
$32.5M – – –
Marshall Wace
131
Marshall Wace
United Kingdom
$32.3M +$32.3M +307,449 New
Aberdeen Group
132
Aberdeen Group
United Kingdom
$31.8M -$1.59M -15,170 -5%
KACA
133
Kayne Anderson Capital Advisors
California
$30.3M -$86.5K -825 -0.3%
BC
134
Bruce & Co
Illinois
$30M – – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$29.9M +$1.01M +9,584 +3%
Squarepoint
136
Squarepoint
New York
$29.7M +$4.87M +46,457 +20%
Schroder Investment Management Group
137
Schroder Investment Management Group
United Kingdom
$29.3M -$4.29M -40,927 -13%
MFA
138
Mayflower Financial Advisors
Massachusetts
$28.9M +$21.4K +204 +0.1%
PCM
139
Penserra Capital Management
California
$28.8M +$7.73M +73,718 +37%
SEI Investments
140
SEI Investments
Pennsylvania
$28.8M -$344K -3,272 -1%
BG
141
Bollard Group
Massachusetts
$27.8M +$136K +1,295 +0.5%
SO
142
STRS Ohio
Ohio
$27.5M -$567K -5,408 -2%
SSA
143
Schonfeld Strategic Advisors
New York
$27.4M +$20.6M +196,041 +300%
UIM
144
USS Investment Management
United Kingdom
$27.1M – – –
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$26.7M -$977K -9,317 -4%
MAM
146
Martingale Asset Management
Massachusetts
$26.2M -$482K -4,595 -2%
ELC
147
Edgar Lomax Company
Virginia
$26.1M -$249K -2,370 -0.9%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$26.1M +$3.07M +29,235 +13%
DRZID
149
DePrince Race & Zollo Inc (DRZ)
Florida
$25.8M +$2.08M +19,829 +9%
PAM
150
Panagora Asset Management
Massachusetts
$25.6M -$83.8M -798,365 -77%
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