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Duke Energy
DUK

Overview Fund Activity

1,896 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 638 increasing their positions, 790 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
+118
Holders Change %
+6.64%
% of All Funds
27.79%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
246
Increased
638
Reduced
790
Closed
98
Calls
$537M
Puts
$345M
Net Calls
+$192M
Net Calls Change
+$87.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1,000M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$396M
3
Macquarie Group
Macquarie Group
Australia
+$340M
4
Barclays
Barclays
United Kingdom
+$150M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$102M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$84.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$81M
3
CCM
Cullen Capital Management
New York
-$64M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$56.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1901
ExodusPoint Capital Management
New York
– -$45.9M -520,446 Closed
BC
1902
Brookfield Corp
Ontario, Canada
– -$38.1M -432,000 Closed
Jacobs Levy Equity Management
1903
Jacobs Levy Equity Management
New Jersey
– -$25.9M -293,584 Closed
KHCM
1904
Kettle Hill Capital Management
New York
– -$13.6M -154,393 Closed
CF
1905
Cantor Fitzgerald
New York
– -$12.5M -141,337 Closed
BBL
1906
Beck Bode LLC
Massachusetts
– -$8.74M -99,005 Closed
LIP
1907
Lighthouse Investment Partners
Florida
– -$8.18M -92,639 Closed
ECM
1908
Element Capital Management
New York
– -$7.61M -86,203 Closed
ZP
1909
Zimmer Partners
New York
– -$7.5M -85,000 Closed
BCM
1910
Bayesian Capital Management
New York
– -$6.52M -73,900 Closed
SFM
1911
Soros Fund Management
New York
– -$5.83M -66,000 Closed
EFH
1912
Eaton Financial Holdings
Florida
– -$5.79M -65,594 Closed
BHWA
1913
Beacon Harbor Wealth Advisors
Virginia
– -$4.88M -55,290 Closed
Voloridge Investment Management
1914
Voloridge Investment Management
Florida
– -$4.86M -55,067 Closed
EGA
1915
Eagle Global Advisors
Texas
– -$4.81M -54,455 Closed
ACG
1916
Aventail Capital Group
New York
– -$2.78M -31,522 Closed
WAM
1917
Weiss Asset Management
Massachusetts
– -$2.69M -30,508 Closed
VF
1918
Virtu Financial
New York
– -$2.65M -29,968 Closed
PPL
1919
PATRIZIA Pty Ltd
Australia
– -$2.64M -29,946 Closed
Credit Agricole
1920
Credit Agricole
France
– -$2.39M -27,052 Closed
SSA
1921
Schonfeld Strategic Advisors
New York
– -$2.07M -23,500 Closed
IFU
1922
iSAM Funds (UK)
United Kingdom
– -$1.99M -22,603 Closed
TCM
1923
Teza Capital Management
Illinois
– -$1.54M -17,463 Closed
SBH
1924
Segall Bryant & Hamill
Illinois
– -$1.36M -15,421 Closed
FMAEN1
1925
Fund Management at Engine No 1
California
– -$973K -11,022 Closed
75 76
77
78 79