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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 %
WIC
1801
Whitegate Investment Counselors
New Hampshire
– -$712K -7,294 Closed
OQS
1802
Occudo Quantitative Strategies
Florida
– -$612K -6,268 Closed
CCWA
1803
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$602K -6,173 Closed
BCM
1804
Bayesian Capital Management
New York
– -$576K -5,904 Closed
GIM
1805
Groesbeck Investment Management
New Jersey
– -$560K -5,733 Closed
1832 Asset Management
1806
1832 Asset Management
Ontario, Canada
– -$545K -5,505 Closed
FBC
1807
Fairfield, Bush & Co
Connecticut
– -$507K -5,200 Closed
HPWA
1808
Hall Private Wealth Advisors
North Carolina
– -$502K -5,141 Closed
CAM
1809
Campion Asset Management
Virginia
– -$475K -4,869 Closed
AMM
1810
American Money Management
California
– -$463K -4,740 Closed
WHRC
1811
W.H. Reaves & Co
New Jersey
– -$438K -4,486 Closed
TC
1812
Toews Corporation
New Jersey
– -$410K -4,200 Closed
Dodge & Cox
1813
Dodge & Cox
California
– -$407K -4,166 Closed
TCA
1814
Taconic Capital Advisors
New York
– -$390K -4,000 Closed
WAM
1815
Wolverine Asset Management
Illinois
– -$384K -3,937 Closed
MA
1816
MCF Advisors
Kentucky
– -$342K -3,502 Closed
WG
1817
Watchman Group
Texas
– -$338K -3,459 Closed
TSS
1818
Two Sigma Securities
New York
– -$319K -3,270 Closed
CC
1819
Centiva Capital
New York
– -$314K -3,206 Closed
CP
1820
Covenant Partners
Tennessee
– -$278K -2,852 Closed
ICP
1821
Interchange Capital Partners
Pennsylvania
– -$259K -2,663 Closed
VF
1822
Virtu Financial
New York
– -$257K -2,633 Closed
IFG
1823
Investors Financial Group
Minnesota
– -$254K -2,605 Closed
FP
1824
Fiduciary Planning
Florida
– -$254K -2,603 Closed
NPP
1825
New Potomac Partners
Maryland
– -$242K -2,482 Closed
71 72
73
74 75