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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 %
BAM
1551
Blueshift Asset Management
New Jersey
– -$545K -5,972 Closed
CCM
1552
Crabel Capital Management
California
– -$524K -5,742 Closed
TLP
1553
Trinity Legacy Partners
Texas
– -$499K -5,501 Closed
HC
1554
HNP Capital
New York
– -$486K -5,374 Closed
BCM
1555
Bayesian Capital Management
New York
– -$456K -5,000 Closed
AG
1556
AlphaSimPlex Group
Massachusetts
– -$446K -4,886 Closed
MA
1557
MONECO Advisors
Connecticut
– -$454K -4,849 Closed
SCI
1558
Stableford Capital II
Arizona
– -$431K -4,728 Closed
RIM
1559
Redwood Investment Management
Arizona
– -$410K -4,493 Closed
CCMG
1560
Clark Capital Management Group
Pennsylvania
– -$394K -4,324 Closed
NIM
1561
NuWave Investment Management
New Jersey
– -$392K -4,297 Closed
GCP
1562
GSA Capital Partners
United Kingdom
– -$381K -4,182 Closed
Twin Tree Management
1563
Twin Tree Management
Texas
– -$365K -4,005 Closed
WKWM
1564
Walter & Keenan Wealth Management
Indiana
– -$359K -3,933 Closed
SEEDPG
1565
S.E.E.D. Planning Group
New York
– -$343K -3,766 Closed
MGIM
1566
M&G Investment Management
United Kingdom
– -$331K -3,632 Closed
TCM
1567
Teza Capital Management
Illinois
– -$313K -3,434 Closed
TIA
1568
Tandem Investment Advisors
South Carolina
– -$308K -3,379 Closed
SW
1569
SlateStone Wealth
Florida
– -$302K -3,312 Closed
AL
1570
Aspiriant LLC
California
– -$293K -3,221 Closed
HIS
1571
Harvest Investment Services
Illinois
– -$292K -3,204 Closed
CG
1572
Cynosure Group
Utah
– -$263K -2,882 Closed
B
1573
Brightworth
Georgia
– -$261K -2,863 Closed
AMCA
1574
Arthur M. Cohen & Associates
Illinois
– -$273K -2,846 Closed
FAT
1575
First American Trust
California
– -$256K -2,809 Closed
61 62
63
64 65