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Duke Energy
DUK

Overview Fund Activity

1,838 hedge funds and large institutions have $53.6B invested in Duke Energy in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 826 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,838
Holders Change
+54
Holders Change %
+3.03%
% of All Funds
29.09%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.33%
New
161
Increased
826
Reduced
579
Closed
85
Calls
$440M
Puts
$303M
Net Calls
+$137M
Net Calls Change
-$103M

Top Buyers

1
State Street
State Street
Massachusetts
$4.77B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.89B
3
Vanguard Group
Vanguard Group
Pennsylvania
$7.65B
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$285M
5
WHRC
W.H. Reaves & Co
New Jersey
$80.2M

Top Sellers

1
BlackRock
BlackRock
New York
$5.69B
2
Barclays
Barclays
United Kingdom
$126M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B
5
Federated Hermes
Federated Hermes
Pennsylvania
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
126
Loomis, Sayles & Company
Massachusetts
$38.9M -$5.88M -52,676 -13%
SEI Investments
127
SEI Investments
Pennsylvania
$38M +$7.43M +66,578 +24%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$37.8M +$35.8M +320,747 +1,755%
UB
129
UMB Bank
Missouri
$37.4M +$117K +1,052 +0.3%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$37M +$1.24M +11,075 +3%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$36.6M +$91.3K +818 +0.3%
Allianz Asset Management
132
Allianz Asset Management
Germany
$35.6M +$20.5M +183,175 +135%
ZIG
133
Zurich Insurance Group
Switzerland
$35.5M +$35.5M +317,782 New
MAM
134
Magellan Asset Management
Australia
$35.3M -$4.58M -40,992 -11%
VDI
135
Vaughan David Investments
Illinois
$35.2M +$149K +1,330 +0.4%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$35.1M +$3.34M +29,892 +11%
CFC
137
Cincinnati Financial Corp
Ohio
$34.6M – – –
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$34M -$51.1M -457,786 -60%
Nomura Asset Management
139
Nomura Asset Management
Japan
$34M +$15.1M +135,590 +80%
BGIM
140
Brandywine Global Investment Management
Pennsylvania
$33.7M +$31M +277,716 +1,137%
Schroder Investment Management Group
141
Schroder Investment Management Group
United Kingdom
$32.6M +$1.41M +12,640 +5%
BC
142
Bruce & Co
Illinois
$32M – – –
MFA
143
Mayflower Financial Advisors
Massachusetts
$31.9M +$1.19M +10,637 +4%
GC
144
Guggenheim Capital
Illinois
$31.8M +$9.44M +84,509 +42%
MAM
145
Martingale Asset Management
Massachusetts
$31.6M +$3.7M +33,106 +13%
UIM
146
USS Investment Management
United Kingdom
$30.6M +$1.78M +15,917 +6%
BG
147
Bollard Group
Massachusetts
$29.8M +$254K +2,276 +0.9%
M&T Bank
148
M&T Bank
New York
$29.7M +$2.48M +22,183 +9%
SO
149
STRS Ohio
Ohio
$29.5M +$224K +2,007 +0.8%
DRZID
150
DePrince Race & Zollo Inc (DRZ)
Florida
$28.6M +$1.13M +10,120 +4%
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