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Duke Energy
DUK

Overview Fund Activity

1,522 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 615 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
30.79%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.51%
New
124
Increased
577
Reduced
615
Closed
106
Calls
$479M
Puts
$251M
Net Calls
+$228M
Net Calls Change
+$250M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$293M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$377M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.61B
5
Morgan Stanley
Morgan Stanley
New York
$439M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$8.77M
2
Invesco
Invesco
Georgia
$814M
3
State Street
State Street
Massachusetts
$3.4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$472M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$12.3M -$352K -3,972 -3%
MSL
202
Mackay Shields LLC
New York
$12.3M +$906K +10,231 +8%
TPSF
203
Texas Permanent School Fund
Texas
$12.2M +$777K +8,769 +7%
SAM
204
Shell Asset Management
Netherlands
$12.1M -$612K -6,912 -5%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$12M -$18.1K -204 -0.2%
BAM
206
Bruderman Asset Management
New York
$11.8M -$777K -8,777 -6%
TAM
207
Tocqueville Asset Management
New York
$11.7M +$39.1K +441 +0.3%
SSA
208
Schonfeld Strategic Advisors
New York
$11.7M +$11.2M +126,806 +2,655%
BCIM
209
British Columbia Investment Management
British Columbia, Canada
$11.3M +$898K +10,142 +9%
FMLI
210
Fukoku Mutual Life Insurance
Japan
$11.3M +$443K +5,000 +4%
FWIA
211
Fort Washington Investment Advisors
Ohio
$11.3M +$301K +3,402 +3%
AWM
212
AE Wealth Management
Kansas
$11.2M +$141K +1,587 +1%
VI
213
Vestcor Inc
New Brunswick, Canada
$11.1M -$11.4M -128,679 -51%
SIM
214
Sadoff Investment Management
Wisconsin
$11.1M -$313K -3,536 -3%
AF
215
Ally Financial
Michigan
$11.1M +$2.66M +30,000 +32%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$11M -$996K -11,249 -8%
IAA
217
Independent Advisor Alliance
North Carolina
$10.9M +$218K +2,467 +2%
GI
218
Gradient Investments
Minnesota
$10.9M +$10.4M +117,055 +2,126%
TF
219
TIAA FSB
Florida
$10.8M -$766K -8,649 -7%
MHC
220
Meyer Handelman Company
New York
$10.8M -$153K -1,733 -1%
William Blair & Company
221
William Blair & Company
Illinois
$10.8M +$406K +4,579 +4%
CA
222
Claar Advisors
New York
$10.6M -$2.66M -30,000 -20%
DC
223
Davenport & Co
Virginia
$10.5M +$12.1K +137 +0.1%
GCA
224
Guardian Capital Advisors
Ontario, Canada
$10.4M +$371K +4,004 +4%
CAMG
225
CWA Asset Management Group
Florida
$10.3M +$1.74M +19,698 +20%
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