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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
$1.25B
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.16B
3
Citadel Advisors
Citadel Advisors
Florida
$301M
4
Capital Research Global Investors
Capital Research Global Investors
California
$552M
5
MBA
Maple-Brown Abbott
Australia
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$559M
2
Franklin Resources
Franklin Resources
California
$908M
3
Federated Hermes
Federated Hermes
Pennsylvania
$404M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
151
Bollard Group
Massachusetts
$20.9M +$1.16M +14,281 +6%
Nomura Asset Management
152
Nomura Asset Management
Japan
$20.8M +$1.26M +15,583 +6%
Aviva
153
Aviva
United Kingdom
$20.7M +$19.1K +236 +0.1%
SF
154
Synovus Financial
Georgia
$19.8M +$4.61M +57,133 +30%
WIC
155
Willis Investment Counsel
Georgia
$19.7M +$217K +2,686 +1%
GC
156
Guggenheim Capital
Illinois
$19.4M -$2.95M -36,473 -13%
AIG
157
American International Group
New York
$19.1M +$168K +2,076 +0.9%
BSPF
158
British Steel Pension Fund
United Kingdom
$19.1M +$1.44M +17,761 +8%
HAI
159
Hennessy Advisors Inc
California
$18.9M -$1.7M -21,000 -8%
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$18.6M +$5.93M +73,285 +47%
Comerica Bank
161
Comerica Bank
Texas
$18.1M +$174K +2,029 +1%
VRS
162
Virginia Retirement Systems
Virginia
$18M – – –
Creative Planning
163
Creative Planning
Kansas
$16.1M +$124K +1,534 +0.8%
SEI Investments
164
SEI Investments
Pennsylvania
$15.9M +$841K +10,392 +6%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$15.4M -$1.59M -19,695 -9%
6M
166
6 Meridian
Kansas
$15.4M +$14.9M +184,568 +2,913%
AIMCA
167
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.4M -$18.3M -225,800 -54%
MIM
168
MetLife Investment Management
New Jersey
$15.2M -$465K -5,750 -3%
CC
169
Cornerstone Capital
California
$14.3M -$22.7K -281 -0.2%
TNB
170
Thomasville National Bank
Georgia
$14.3M -$623K -6,499 -4%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$14.2M +$1.48M +18,283 +12%
CC
172
Carlson Capital
Texas
$14.1M +$14.1M +174,826 New
GIBU
173
Gulf International Bank (UK)
United Kingdom
$14M +$21.7K +268 +0.2%
Calamos Advisors
174
Calamos Advisors
Illinois
$14M -$1.65M -20,370 -11%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$13.9M -$5.1M -63,042 -27%
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