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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$243M
2
Charles Schwab
Charles Schwab
California
$604M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.09B
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.06B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$430M

Top Sellers

1
CS
Credit Suisse
Switzerland
$112M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.5M
3
Franklin Resources
Franklin Resources
California
$1.3B
4
Two Sigma Investments
Two Sigma Investments
New York
$4.86M
5
BlackRock
BlackRock
New York
$5.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
151
Synovus Financial
Georgia
$21.4M +$74.6K +756 +0.4%
ASRS
152
Arizona State Retirement System
Arizona
$21.3M +$786K +7,965 +4%
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$21M +$1.51M +15,331 +8%
Assenagon Asset Management
154
Assenagon Asset Management
Luxembourg
$20.8M +$20.8M +210,400 New
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$20.7M +$802K +8,123 +4%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$20M -$212K -2,148 -1%
Creative Planning
157
Creative Planning
Kansas
$19.9M -$1.3M -13,119 -6%
ST
158
Sabal Trust
Florida
$19.9M +$637K +6,457 +3%
GC
159
Guggenheim Capital
Illinois
$19.8M -$2.41M -24,456 -11%
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$19.6M -$1.08M -10,924 -5%
SOMRS
161
State of Michigan Retirement System
Michigan
$19.1M +$49.4K +500 +0.3%
AIA
162
Avalon Investment & Advisory
Texas
$18.9M -$3.09M -31,257 -14%
VI
163
Vestcor Inc
New Brunswick, Canada
$18.9M +$6.59M +66,704 +53%
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$18.8M +$5.6M +56,720 +42%
Calamos Advisors
165
Calamos Advisors
Illinois
$18.8M +$4.28M +43,370 +29%
DILIC
166
Dai-ichi Life Insurance Company
Japan
$18.5M +$8.23M +83,324 +80%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$18.5M -$377K -3,821 -2%
MAM
168
Martingale Asset Management
Massachusetts
$18.1M +$14.5M +147,177 +406%
LOIM
169
Liberty One Investment Management
Illinois
$17.8M +$193K +1,958 +1%
GGI
170
Godsey & Gibb Inc
Virginia
$17.7M +$330K +3,339 +2%
KBC Group
171
KBC Group
Belgium
$17.6M +$2M +20,294 +13%
MIM
172
MetLife Investment Management
New Jersey
$17.6M -$477K -4,832 -3%
TNB
173
Thomasville National Bank
Georgia
$17.2M +$1.56M +15,796 +10%
CDH
174
Charles D. Hyman
$16.9M -$270K -2,736 -2%
SFI
175
Susquehanna Fundamental Investments
Pennsylvania
$16.8M – – –
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7
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