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Duke Energy
DUK

Overview Fund Activity

1,648 hedge funds and large institutions have $47.5B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 726 increasing their positions, 557 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,648
Holders Change
+7
Holders Change %
+0.43%
% of All Funds
28.77%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
108
Increased
726
Reduced
557
Closed
80
Calls
$332M
Puts
$326M
Net Calls
+$6.14M
Net Calls Change
-$145M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$243M
2
Charles Schwab
Charles Schwab
California
$604M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.09B
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.06B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$430M

Top Sellers

1
CS
Credit Suisse
Switzerland
$112M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.5M
3
Franklin Resources
Franklin Resources
California
$1.3B
4
Two Sigma Investments
Two Sigma Investments
New York
$4.86M
5
BlackRock
BlackRock
New York
$5.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$14M +$2.13M +21,566 +18%
BMO
202
Beck Mack & Oliver
New York
$14M -$1.19M -12,073 -8%
FWIA
203
Fort Washington Investment Advisors
Ohio
$14M +$17.3K +175 +0.1%
DC
204
Davenport & Co
Virginia
$14M +$2.04M +20,660 +17%
OAM
205
Oppenheimer Asset Management
New York
$13.8M +$1.07M +10,870 +8%
TRSOTSOK
206
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M +$7.86M +79,620 +142%
JCM
207
Janney Capital Management
Pennsylvania
$13.2M -$166K -1,679 -1%
Man Group
208
Man Group
United Kingdom
$12.8M +$11.6M +117,630 +975%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$12.8M +$102K +1,032 +0.8%
Citadel Advisors
210
Citadel Advisors
Florida
$12.7M -$30.6M -309,767 -71%
TPSF
211
Texas Permanent School Fund
Texas
$12.6M -$55.6K -563 -0.4%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$12.6M -$4.33M -43,880 -26%
SIM
213
Sadoff Investment Management
Wisconsin
$12.3M -$181K -1,829 -1%
MHC
214
Meyer Handelman Company
New York
$12.2M – – –
GCA
215
Guardian Capital Advisors
Ontario, Canada
$12.1M +$163K +1,636 +1%
FMLI
216
Fukoku Mutual Life Insurance
Japan
$12.1M – – –
CAN
217
Cetera Advisor Networks
California
$12M +$7.19M +72,833 +149%
Hudson Bay Capital Management
218
Hudson Bay Capital Management
Connecticut
$11.9M +$11.9M +121,000 New
MSL
219
Mackay Shields LLC
New York
$11.9M -$1.63M -16,495 -12%
Public Sector Pension Investment Board (PSP Investments)
220
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.9M -$5.54M -56,110 -32%
MML Investors Services
221
MML Investors Services
Massachusetts
$11.7M +$637K +6,454 +6%
MCM
222
Maryland Capital Management
Maryland
$11.5M +$233K +2,362 +2%
PFP
223
Pinnacle Financial Partners
Tennessee
$11.5M +$236K +2,388 +2%
PWA
224
Pinnacle Wealth Advisors
Tennessee
$11.5M +$11.5M +116,533 New
WIC
225
Woodmont Investment Counsel
Tennessee
$11.5M -$70K -709 -0.6%
7 8
9
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