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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 %
Jacobs Levy Equity Management
201
Jacobs Levy Equity Management
New Jersey
$11.3M -$30.5M -377,245 -73%
URS
202
Utah Retirement Systems
Utah
$11.2M – – –
TF
203
TIAA FSB
Florida
$11.2M -$699K -8,642 -6%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$11.1M +$1.13M +13,986 +11%
SDIC
205
South Dakota Investment Council
South Dakota
$10.9M +$3.02M +37,281 +38%
BAM
206
Bruderman Asset Management
New York
$10.8M -$580K -7,479 -5%
TPSF
207
Texas Permanent School Fund
Texas
$10.7M +$335K +4,143 +3%
TAM
208
Tocqueville Asset Management
New York
$10.7M +$15.5K +192 +0.1%
VI
209
Vestcor Inc
New Brunswick, Canada
$10.5M +$725K +8,967 +7%
CAMG
210
CWA Asset Management Group
Florida
$10.5M +$1.53M +18,874 +17%
CTA
211
Colonial Trust Advisors
South Carolina
$10.4M +$255K +3,150 +2%
SIM
212
Sadoff Investment Management
Wisconsin
$10.4M -$216K -2,675 -2%
MSL
213
Mackay Shields LLC
New York
$10.4M +$61K +754 +0.6%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.2M +$4.07M +50,318 +66%
FWIA
215
Fort Washington Investment Advisors
Ohio
$10.1M +$298K +3,680 +3%
AWM
216
AE Wealth Management
Kansas
$10.1M -$318K -3,930 -3%
MHC
217
Meyer Handelman Company
New York
$10M -$216K -2,668 -2%
Bank of Nova Scotia
218
Bank of Nova Scotia
Ontario, Canada
$9.96M -$6.04M -74,727 -38%
FMLI
219
Fukoku Mutual Life Insurance
Japan
$9.91M – – –
William Blair & Company
220
William Blair & Company
Illinois
$9.89M +$61.5K +761 +0.6%
Acadian Asset Management
221
Acadian Asset Management
Massachusetts
$9.72M -$2.5M -30,887 -20%
VanEck Associates
222
VanEck Associates
New York
$9.56M -$503K -6,217 -5%
PTC
223
Philadelphia Trust Company
Pennsylvania
$9.46M -$114K -1,415 -1%
IAA
224
Independent Advisor Alliance
North Carolina
$9.4M -$1.98M -24,443 -17%
RIM
225
Redpoint Investment Management
Australia
$9.31M +$1.43M +17,659 +18%
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