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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
$3.44B
2
Barclays
Barclays
United Kingdom
$347M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$191M
4
Two Sigma Investments
Two Sigma Investments
New York
$180M
5
Charles Schwab
Charles Schwab
California
$750M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$728M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$64.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.48B
4
PAM
Panagora Asset Management
Massachusetts
$25.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$873M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
176
Liberty One Investment Management
Illinois
$19.8M +$834K +7,952 +4%
DILIC
177
Dai-ichi Life Insurance Company
Japan
$19.6M – – –
BF
178
BOK Financial
Oklahoma
$19.4M +$140K +1,333 +0.7%
VanEck Associates
179
VanEck Associates
New York
$19.3M +$656K +6,255 +4%
CDH
180
Charles D. Hyman
$19.1M +$445K +4,240 +2%
TNB
181
Thomasville National Bank
Georgia
$19M +$464K +4,421 +3%
CAMG
182
CWA Asset Management Group
Florida
$18.8M +$225K +2,146 +1%
VI
183
Vestcor Inc
New Brunswick, Canada
$18.7M -$848K -8,087 -4%
WIC
184
Willis Investment Counsel
Georgia
$18.6M +$1.95M +18,558 +12%
LMIM
185
Lockheed Martin Investment Management
Maryland
$18.2M +$9.16M +87,300 +101%
MIM
186
MetLife Investment Management
New Jersey
$17.8M -$400K -3,811 -2%
Nomura Asset Management
187
Nomura Asset Management
Japan
$17.7M +$699K +6,668 +4%
IAA
188
Independent Advisor Alliance
North Carolina
$17.3M +$1.16M +11,015 +7%
CFA
189
Carroll Financial Associates
North Carolina
$17.2M +$966K +9,356 +6%
Bank of Nova Scotia
190
Bank of Nova Scotia
Ontario, Canada
$17M +$2.78M +26,532 +20%
ProShare Advisors
191
ProShare Advisors
Maryland
$17M +$3M +28,554 +21%
CC
192
Cornerstone Capital
California
$16.7M -$426K -4,065 -2%
FCI
193
Financial Counselors Inc
Kansas
$16.5M -$3.99K -38 -0%
TAM
194
Tocqueville Asset Management
New York
$16.2M – – –
HNB
195
Huntington National Bank
Ohio
$16.2M +$94.7K +903 +0.6%
AIMCA
196
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16M – – –
SFI
197
Susquehanna Fundamental Investments
Pennsylvania
$15.8M – – –
CIC
198
Canal Insurance Company
South Carolina
$15.8M – – –
IG
199
ING Group
Netherlands
$15.2M +$3.83M +36,513 +34%
CTA
200
Colonial Trust Advisors
South Carolina
$15.1M -$133K -1,266 -0.9%
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