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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1501
MBE Wealth Management
Wisconsin
$1K +$1K +23 New
WA
1502
WBH Advisory
Maryland
$696 -$4 -44 -0.5%
TI
1503
tru Independence
Oregon
$274 +$269 +3,314 +5,021%
WIM
1504
Westside Investment Management
California
$51 +$51 +636 New
FGAM
1505
Financial Gravity Asset Management
Texas
$31 -$15 -180 -32%
ESCM
1506
Echo Street Capital Management
New York
– -$28.7M -314,152 Closed
DPIM
1507
Duff & Phelps Investment Management
Illinois
– -$23.6M -258,370 Closed
Man Group
1508
Man Group
United Kingdom
– -$19.6M -215,211 Closed
LC
1509
LNZ Capital
New York
– -$17.1M -187,918 Closed
WMSA
1510
Weiss Multi-Strategy Advisers
New York
– -$13.2M -144,750 Closed
ECM
1511
ExodusPoint Capital Management
New York
– -$12.7M -139,206 Closed
DA
1512
Duality Advisers
Florida
– -$11.8M -129,185 Closed
MWNA
1513
Marshall Wace North America
New York
– -$11.5M -125,886 Closed
Pacer Advisors
1514
Pacer Advisors
Pennsylvania
– -$7.61M -83,426 Closed
SCM
1515
Stevens Capital Management
Pennsylvania
– -$6.51M -71,393 Closed
FRAF
1516
Första AP-fonden
Sweden
– -$6.49M -71,200 Closed
SFI
1517
Susquehanna Fundamental Investments
Pennsylvania
– -$6.34M -69,500 Closed
Holocene Advisors
1518
Holocene Advisors
New York
– -$6.16M -67,500 Closed
CCM
1519
Cinctive Capital Management
New York
– -$5.92M -64,900 Closed
BCM
1520
BlueMar Capital Management
Florida
– -$5.43M -59,573 Closed
IA
1521
IndexIQ Advisors
New York
– -$4.24M -46,436 Closed
TI
1522
Trexquant Investment
Connecticut
– -$4.02M -44,042 Closed
RIA
1523
Regal Investment Advisors
Michigan
– -$3.7M -40,590 Closed
CA
1524
Commerzbank Aktiengesellschaft
Germany
– -$3.64M -39,852 Closed
VEA
1525
Virtus ETF Advisers
New York
– -$3.46M -37,885 Closed
59 60
61
62 63