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Duke Energy
DUK

Overview Fund Activity

1,896 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 638 increasing their positions, 790 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
+118
Holders Change %
+6.64%
% of All Funds
27.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
246
Increased
638
Reduced
790
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B
3
Macquarie Group
Macquarie Group
Australia
$422M
4
Barclays
Barclays
United Kingdom
$292M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$306M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
CCM
Cullen Capital Management
New York
$184M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.81B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
126
TD Asset Management
Ontario, Canada
$31.3M +$3.13M +32,273 +11%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$30.8M +$13M +133,527 +73%
M&T Bank
128
M&T Bank
New York
$30.5M -$308K -3,178 -1%
ACM
129
Advisors Capital Management
New Jersey
$30.3M +$527K +5,427 +2%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$30.3M -$54.1M -557,821 -64%
CFC
131
Cincinnati Financial Corp
Ohio
$30.1M – – –
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$29.5M -$443K -4,561 -1%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$29M -$978K -10,075 -3%
Comerica Bank
134
Comerica Bank
Texas
$28.7M +$1.03M +10,590 +4%
MML Investors Services
135
MML Investors Services
Massachusetts
$28.2M +$3.76M +38,795 +15%
MFA
136
Mayflower Financial Advisors
Massachusetts
$27.8M -$22.2K -229 -0.1%
CCMG
137
Clark Capital Management Group
Pennsylvania
$27.6M -$799K -8,235 -3%
Cohen & Steers
138
Cohen & Steers
New York
$26.9M +$551K +5,683 +2%
CB
139
Commerce Bank
Missouri
$26.5M -$5.34M -55,016 -17%
FP
140
Foundry Partners
Minnesota
$26.4M -$7.14M -73,557 -21%
PI
141
PineBridge Investments
New York
$25.6M +$16.4M +168,621 +177%
LOIM
142
Liberty One Investment Management
Illinois
$25.5M +$813K +8,381 +3%
Nomura Asset Management
143
Nomura Asset Management
Japan
$25.4M +$258K +2,662 +1%
II
144
IFM Investors
Australia
$24.8M -$193K -1,993 -0.8%
Jane Street
145
Jane Street
New York
$24.8M +$2.03M +20,949 +9%
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$24.6M -$4.12M -42,502 -14%
DPIM
147
Duff & Phelps Investment Management
Illinois
$24.5M +$3.49M +36,000 +17%
Hudson Bay Capital Management
148
Hudson Bay Capital Management
Connecticut
$24M +$6.99M +71,990 +41%
CAN
149
Cetera Advisor Networks
California
$23.5M +$1.64M +16,872 +7%
FMLI
150
Fukoku Mutual Life Insurance
Japan
$23.5M – – –
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