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Duke Energy
DUK

Overview Fund Activity

1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 696 increasing their positions, 594 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,641
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.9%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.39%
New
126
Increased
696
Reduced
594
Closed
101
Calls
$359M
Puts
$209M
Net Calls
+$151M
Net Calls Change
+$123M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$620M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$426M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.23B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
BlackRock
5
BlackRock
New York
$5.1B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$914M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$130M
4
Invesco
4
Invesco
Georgia
$661M
5
SCCM
5
Schafer Cullen Capital Management
New York
$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
176
Marshall Wace North America
New York
$16M -$19.3M -199,801 -55%
WIC
177
Willis Investment Counsel
Georgia
$15.8M – – –
CC
178
Cornerstone Capital
California
$15.7M -$301K -3,114 -2%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$15.7M +$2.93M +30,353 +23%
KBC Group
180
KBC Group
Belgium
$15.3M – – –
TAM
181
Tocqueville Asset Management
New York
$14.9M +$2.2M +22,830 +17%
BMO
182
Beck Mack & Oliver
New York
$14.9M +$856K +8,873 +6%
FCI
183
Financial Counselors Inc
Kansas
$14.9M +$99.1K +1,027 +0.7%
AIMCA
184
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.8M -$2.56M -26,500 -15%
Nomura Asset Management
185
Nomura Asset Management
Japan
$14.6M -$1.64M -16,974 -10%
IAA
186
Independent Advisor Alliance
North Carolina
$14.6M +$387K +4,012 +3%
CAMG
187
CWA Asset Management Group
Florida
$14.5M +$1.87M +19,337 +15%
CFA
188
Carroll Financial Associates
North Carolina
$14.5M -$6.95K -72 -0%
CIC
189
Canal Insurance Company
South Carolina
$14.5M – – –
CTA
190
Colonial Trust Advisors
South Carolina
$14.2M -$415K -4,294 -3%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$14.2M -$159K -1,643 -1%
Calamos Advisors
192
Calamos Advisors
Illinois
$14.2M +$439K +4,552 +3%
VanEck Associates
193
VanEck Associates
New York
$14.2M +$897K +9,289 +7%
GIBU
194
Gulf International Bank (UK)
United Kingdom
$14.1M -$1.54M -15,942 -10%
RIM
195
Redpoint Investment Management
Australia
$13.7M +$959K +9,940 +8%
BAM
196
Bruderman Asset Management
New York
$13.7M +$390K +4,041 +3%
HNB
197
Huntington National Bank
Ohio
$13.7M -$91.6K -949 -0.7%
FWIA
198
Fort Washington Investment Advisors
Ohio
$13.6M +$784K +8,120 +6%
URS
199
Utah Retirement Systems
Utah
$13.6M -$598K -6,200 -4%
MSL
200
Mackay Shields LLC
New York
$13.2M -$645K -6,677 -5%
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