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Duke Energy
DUK

Overview Fund Activity

1,634 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 611 increasing their positions, 610 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
28.99%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
213
Increased
611
Reduced
610
Closed
78
Calls
$285M
Puts
$257M
Net Calls
+$27.9M
Net Calls Change
-$200M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$440M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$312M
3
Ameriprise
Ameriprise
Minnesota
+$194M
4
BC
Brookfield Corp
Ontario, Canada
+$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$65.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$120M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$106M
3
State Street
State Street
Massachusetts
-$101M
4
ZP
Zimmer Partners
New York
-$81.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$15.5M -$2.52M -27,504 -14%
Nomura Asset Management
177
Nomura Asset Management
Japan
$15.4M -$7.61M -83,105 -33%
CC
178
Cornerstone Capital
California
$15.2M -$672K -7,336 -4%
SFG
179
SageGuard Financial Group
Tennessee
$15.1M +$15.1M +164,838 New
TNB
180
Thomasville National Bank
Georgia
$15.1M +$176K +1,924 +1%
WIC
181
Willis Investment Counsel
Georgia
$15M -$6.88M -75,121 -31%
GIBU
182
Gulf International Bank (UK)
United Kingdom
$14.9M -$1.23M -13,432 -8%
WBC
183
Westpac Banking Corp
Australia
$14.8M +$1.75M +19,060 +13%
TCA
184
Taconic Capital Advisors
New York
$14.3M +$5.12M +55,900 +56%
FCI
185
Financial Counselors Inc
Kansas
$14M +$191K +2,081 +1%
CTA
186
Colonial Trust Advisors
South Carolina
$13.9M +$201K +2,200 +1%
CFA
187
Carroll Financial Associates
North Carolina
$13.8M -$26.6K -290 -0.2%
CIC
188
Canal Insurance Company
South Carolina
$13.7M – – –
SOADOR
189
State of Alaska Department of Revenue
Alaska
$13.6M -$819K -8,945 -6%
URS
190
Utah Retirement Systems
Utah
$13.5M +$586K +6,400 +5%
IAA
191
Independent Advisor Alliance
North Carolina
$13.5M +$2.21M +24,095 +20%
BMO
192
Beck Mack & Oliver
New York
$13.3M -$156K -1,700 -1%
SDIC
193
South Dakota Investment Council
South Dakota
$13.3M -$2.12M -23,100 -14%
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$13.2M +$6.17M +67,398 +88%
MSL
195
Mackay Shields LLC
New York
$13.2M +$447K +4,881 +4%
HNB
196
Huntington National Bank
Ohio
$13.1M +$152K +1,663 +1%
Calamos Advisors
197
Calamos Advisors
Illinois
$13.1M -$588K -6,423 -4%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$13M +$10.2M +110,896 +353%
BAM
199
Bruderman Asset Management
New York
$12.6M +$421K +4,594 +3%
JCM
200
Janney Capital Management
Pennsylvania
$12.6M -$616K -6,728 -5%
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