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Duke Energy
DUK

Overview Fund Activity

1,503 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 595 increasing their positions, 610 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
-56
Holders Change %
-3.59%
% of All Funds
33.2%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.8%
New
103
Increased
595
Reduced
610
Closed
138
Calls
$342M
Puts
$219M
Net Calls
+$123M
Net Calls Change
+$93.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$127M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$120M
5
MBA
Maple-Brown Abbott
Australia
+$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
2
Franklin Resources
Franklin Resources
California
-$101M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$94.2M
4
Goldman Sachs
Goldman Sachs
New York
-$69.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Shell Asset Management
Netherlands
$13.8M +$252K +3,117 +2%
GGI
177
Godsey & Gibb Inc
Virginia
$13.8M -$271K -3,354 -2%
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$13.6M -$297K -3,670 -2%
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$13.6M -$1.44M -17,857 -10%
SOMRS
180
State of Michigan Retirement System
Michigan
$13.5M -$744K -9,200 -5%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$13.4M -$1.15M -14,773 -8%
Capital Fund Management (CFM)
182
Capital Fund Management (CFM)
France
$13.2M +$13.2M +163,548 New
JCM
183
Janney Capital Management
Pennsylvania
$13M -$1.49M -18,445 -10%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$12.9M +$703K +8,467 +6%
CFA
185
Carroll Financial Associates
North Carolina
$12.4M +$722K +8,923 +6%
GC
186
Guardian Capital
Ontario, Canada
$12.3M -$479K -5,920 -4%
BF
187
BOK Financial
Oklahoma
$12.3M +$1.99M +24,606 +19%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$12.2M -$114K -1,408 -0.9%
CDH
189
Charles D. Hyman
$12.2M -$108K -1,341 -0.9%
CIC
190
Canal Insurance Company
South Carolina
$12.1M – – –
BMO
191
Beck Mack & Oliver
New York
$12.1M -$1.14M -14,082 -9%
CIC
192
Crawford Investment Counsel
Georgia
$11.8M +$577K +7,133 +5%
GIA
193
Gateway Investment Advisers
Ohio
$11.8M -$28.3M -350,209 -71%
GT
194
Glenmede Trust
Pennsylvania
$11.8M – – –
HNB
195
Huntington National Bank
Ohio
$11.8M -$295K -3,644 -2%
LOIM
196
Liberty One Investment Management
Illinois
$11.7M +$21.8K +269 +0.2%
WBC
197
Westpac Banking Corp
Australia
$11.5M -$907K -11,220 -7%
CGH
198
Crossmark Global Holdings
Texas
$11.5M -$143K -1,762 -1%
FCI
199
Financial Counselors Inc
Kansas
$11.4M +$34.5K +427 +0.3%
TU
200
TDAM USA
Ontario, Canada
$11.4M +$199K +2,459 +2%
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