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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
+$239M
2
Barclays
Barclays
United Kingdom
+$165M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$103M
4
Two Sigma Investments
Two Sigma Investments
New York
+$93.2M
5
Charles Schwab
Charles Schwab
California
+$79M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$190M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
4
PAM
Panagora Asset Management
Massachusetts
-$83.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
1776
KB Financial Partners
New Jersey
$2K +$2K +15 New
BIM
1777
Baldwin Investment Management
Pennsylvania
$1.07K – – –
AWA
1778
Aquire Wealth Advisors
Utah
$1K +$1K +6 New
SC
1779
Schubert & Co
Texas
$1K +$1K +14 New
FHC
1780
First Heartland Consultants
Missouri
$482 +$4 +38 +0.8%
LWM
1781
Liberty Wealth Management
California
$207 -$272K -2,746 Closed
MGIM
1782
M&G Investment Management
United Kingdom
$207 -$31 -293 -13%
WIM
1783
Westside Investment Management
California
$66 – – –
FFG
1784
Ford Financial Group
California
$52 +$52 +500 New
RTC
1785
Riverview Trust Company
Washington
$17 – – –
BC
1786
Brookfield Corp
Ontario, Canada
– -$60.6M -620,547 Closed
CA
1787
Claar Advisors
New York
– -$9.71M -99,500 Closed
WorldQuant Millennium Advisors
1788
WorldQuant Millennium Advisors
New York
– -$6.96M -71,352 Closed
JAM
1789
Jupiter Asset Management
United Kingdom
– -$4.1M -41,982 Closed
MF
1790
Magnetar Financial
Illinois
– -$2.48M -25,438 Closed
Capstone Investment Advisors
1791
Capstone Investment Advisors
New York
– -$2.35M -24,116 Closed
Balyasny Asset Management
1792
Balyasny Asset Management
Illinois
– -$1.9M -19,422 Closed
NI
1793
Nepsis Inc
Minnesota
– -$1.47M -15,072 Closed
YIH
1794
Y-Intercept (HK)
Hong Kong
– -$1.44M -14,725 Closed
QOP
1795
Quinn Opportunity Partners
Virginia
– -$1.38M -14,094 Closed
GRP
1796
Global Retirement Partners
California
– -$1.21M -12,399 Closed
Vontobel Holding
1797
Vontobel Holding
Switzerland
– -$1.03M -10,545 Closed
TG
1798
TCW Group
California
– -$1K -10,283 Closed
BI
1799
Bramshill Investments
Florida
– -$984K -10,085 Closed
CM
1800
Capula Management
Cayman Islands
– -$965K -9,887 Closed
70 71
72
73 74