Duke Energy
1,640 hedge funds and large institutions have $43.4B invested in Duke Energy in 2020 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 614 increasing their positions, 610 reducing their positions, and 78 closing their positions.
176% more first-time investments, than exits
New positions opened: 215 | Existing positions closed: 78
11% more call options, than puts
Call options by funds: $285M | Put options by funds: $257M
7% more funds holding
Funds holding: 1,526 → 1,640 (+114)
5% more capital invested
Capital invested by funds: $41.4B → $43.4B (+$1.99B)
0.73% more ownership
Funds ownership: 63.7% → 64.43% (+0.73%)
1% more repeat investments, than reductions
Existing positions increased: 614 | Existing positions reduced: 610
8% less funds holding in top 10
Funds holding in top 10: 25 → 23 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$445M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$315M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$196M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$142M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$68.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$121M |
| 2 |
Two Sigma Advisers
New York
|
-$107M |
| 3 |
State Street
Boston,
Massachusetts
|
-$102M |
| 4 |
ZP
Zimmer Partners
New York
|
-$81.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$79.2M |
DUK Hedge Fund Activity: Q4 2020 in Review
1,640 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2020, worth a combined $43.4B — up 4.8% from $41.4B a quarter earlier.
Buyers outnumbered sellers: 215 funds opened new DUK positions and 78 closed out — a net gain of 137 holders — while 614 added to existing stakes and 610 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $445M. The largest seller was Invesco, cutting an estimated $121M.
- 1,640 institutional investors held Duke Energy (DUK) as of Q4 2020, up from 1,526 in Q3 2020.
- Funds reported $43.4B of Duke Energy stock for Q4 2020, up 4.8% quarter-over-quarter.
- 215 funds opened new Duke Energy positions in Q4 2020 and 78 closed out, a net change of +137 holders.
- The largest Duke Energy buyer in Q4 2020 was Capital Research Global Investors, an estimated $445M added.
- The largest Duke Energy seller in Q4 2020 was Invesco, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2020.