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Duke Energy
DUK

Overview Fund Activity

1,784 hedge funds and large institutions have $50.3B invested in Duke Energy in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+150
Holders Change %
+9.18%
% of All Funds
27.55%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
255
Increased
727
Reduced
572
Closed
74
Calls
$598M
Puts
$359M
Net Calls
+$239M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.44B
2
Barclays
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
Two Sigma Investments
New York
$180M
5
Charles Schwab
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$873M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
151
M&T Bank
New York
$25.6M +$288K +2,743 +1%
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$25.5M +$2.88M +27,442 +13%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$25.4M +$8.56M +81,597 +51%
Aviva
154
Aviva
United Kingdom
$24.2M -$459K -4,379 -2%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$23.8M +$6.51M +62,044 +38%
ZP
156
Zimmer Partners
New York
$23.5M +$23.5M +223,727 New
Robeco Institutional Asset Management
157
Robeco Institutional Asset Management
Netherlands
$23.2M -$2.28M -21,731 -9%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$23.1M +$5.77M +54,968 +33%
SF
159
Synovus Financial
Georgia
$23M +$209K +1,992 +0.9%
AIG
160
American International Group
New York
$23M -$230K -2,190 -1%
Calamos Advisors
161
Calamos Advisors
Illinois
$22.8M +$883K +8,422 +4%
Creative Planning
162
Creative Planning
Kansas
$22.6M -$529K -5,045 -2%
PR
163
Payden & Rygel
California
$22.5M -$671K -6,400 -3%
ST
164
Sabal Trust
Florida
$22.4M +$647K +6,163 +3%
ASRS
165
Arizona State Retirement System
Arizona
$22.1M -$399K -3,799 -2%
AIA
166
Avalon Investment & Advisory
Texas
$22M +$3.35M +31,944 +18%
AB
167
Amalgamated Bank
New York
$21.7M -$288K -2,743 -1%
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$21.6M -$772K -7,360 -3%
CIBC Asset Management
169
CIBC Asset Management
Ontario, Canada
$21.3M +$225K +2,147 +1%
CWM
170
CIBC World Markets
New York
$21.1M +$16.6M +158,049 +364%
GC
171
Guggenheim Capital
Illinois
$21M +$1.57M +14,943 +8%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$20.7M +$1.31M +12,499 +7%
CIC
173
Crawford Investment Counsel
Georgia
$20.4M +$490K +4,669 +2%
SOMRS
174
State of Michigan Retirement System
Michigan
$20.3M +$52.5K +500 +0.3%
Comerica Bank
175
Comerica Bank
Texas
$19.9M -$462K -4,511 -2%
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