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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$157M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$87.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$238M
2
Invesco
Invesco
Georgia
-$171M
3
State Street
State Street
Massachusetts
-$125M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
FS
1551
Ferguson Shapiro
Georgia
– -$1.07M -13,191 Closed
TA
1552
TCG Advisors
Texas
– -$1M -12,518 Closed
VI
1553
Versor Investments
New York
– -$814K -10,190 Closed
RIM
1554
Rampart Investment Management
Connecticut
– -$809K -10,130 Closed
QIM
1555
Quantitative Investment Management
Virginia
– -$789K -9,885 Closed
IWP
1556
Icon Wealth Partners
Texas
– -$736K -9,217 Closed
SDAM
1557
Shulman DeMeo Asset Management
New York
– -$202K -7,911 Closed
WAM
1558
Wolverine Asset Management
Illinois
– -$619K -7,754 Closed
Verition Fund Management
1559
Verition Fund Management
Connecticut
– -$612K -7,661 Closed
BL
1560
BFSG LLC
California
– -$601K -7,520 Closed
DIM
1561
DC Investments Management
Virginia
– -$598K -7,484 Closed
GCMG
1562
Gyroscope Capital Management Group
Florida
– -$547K -6,846 Closed
SIP
1563
Stoneridge Investment Partners
Pennsylvania
– -$546K -6,833 Closed
ACA
1564
Atlas Capital Advisors
Wyoming
– -$538K -6,731 Closed
WOSD
1565
WFA of San Diego
California
– -$582K -6,228 Closed
ACM
1566
Anfield Capital Management
California
– -$518K -6,108 Closed
IC
1567
IEQ Capital
California
– -$479K -6,002 Closed
MYIA
1568
Mount Yale Investment Advisors
Colorado
– -$436K -5,454 Closed
VWA
1569
V Wealth Advisors
Kansas
– -$421K -5,279 Closed
SIC
1570
Sigma Investment Counselors
Michigan
– -$405K -5,066 Closed
RMA
1571
Roffman Miller Associates
Pennsylvania
– -$389K -4,874 Closed
CG
1572
Caprock Group
Idaho
– -$377K -4,721 Closed
FRM
1573
Fox Run Management
Connecticut
– -$372K -4,653 Closed
AGM
1574
Alpine Global Management
New York
– -$358K -4,481 Closed
BIG
1575
Boothe Investment Group
Delaware
– -$354K -4,434 Closed
61 62
63
64 65