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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 %
OAM
201
Oppenheimer Asset Management
New York
$15.1M +$191K +1,823 +1%
DC
202
Davenport & Co
Virginia
$14.9M -$863K -8,229 -5%
ACI
203
AMP Capital Investors
Australia
$14.8M -$40.8M -389,132 -73%
YCM
204
Yousif Capital Management
Michigan
$14.8M +$14.8M +140,676 New
SOADOR
205
State of Alaska Department of Revenue
Alaska
$14.7M -$1.11M -10,562 -7%
URS
206
Utah Retirement Systems
Utah
$14.6M +$31.5K +300 +0.2%
BMO
207
Beck Mack & Oliver
New York
$14.6M -$210K -2,000 -1%
HAI
208
Hennessy Advisors Inc
California
$14.6M -$2.43M -23,200 -14%
TRSOTSOK
209
Teachers Retirement System of the State of Kentucky
Kentucky
$14.2M – – –
FRAF
210
Första AP-fonden
Sweden
$14.2M -$2.91M -27,700 -17%
Allianz Asset Management
211
Allianz Asset Management
Germany
$14.2M +$4.37M +41,634 +44%
BCIM
212
British Columbia Investment Management
British Columbia, Canada
$14.2M -$740K -7,053 -5%
MSE
213
MUFG Securities EMEA
United Kingdom
$13.8M -$13.2M -126,000 -49%
MML Investors Services
214
MML Investors Services
Massachusetts
$13.7M +$438K +4,180 +3%
PP
215
Paloma Partners
Connecticut
$13.6M +$12.1M +115,783 +812%
JCM
216
Janney Capital Management
Pennsylvania
$13.6M -$100K -955 -0.7%
WBC
217
Westpac Banking Corp
Australia
$13.6M -$490K -4,673 -3%
WIC
218
Woodmont Investment Counsel
Tennessee
$13.5M +$460K +4,388 +4%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.5M -$148K -1,410 -1%
Twin Tree Management
220
Twin Tree Management
Texas
$13.5M +$11.1M +105,515 +463%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$13.5M -$128K -1,224 -0.9%
GIBU
222
Gulf International Bank (UK)
United Kingdom
$13.4M -$2.77M -26,408 -17%
EAM
223
Eagle Asset Management
Florida
$13.1M +$1.92M +18,310 +17%
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$13.1M +$13.1M +125,332 New
SIM
225
Sadoff Investment Management
Wisconsin
$13.1M +$233K +2,224 +2%
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