Duke Energy
1,444 hedge funds and large institutions have $38.6B invested in Duke Energy in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 615 increasing their positions, 510 reducing their positions, and 83 closing their positions.
908.57% more ownership
Funds ownership: 60.5% → 969.07% (+909%)
36% more call options, than puts
Call options by funds: $356M | Put options by funds: $262M
21% more repeat investments, than reductions
Existing positions increased: 615 | Existing positions reduced: 510
4% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 83
2% less capital invested
Capital invested by funds: $39.6B → $38.6B (-$986M)
1% less funds holding
Funds holding: 1,463 → 1,444 (-19)
21% less funds holding in top 10
Funds holding in top 10: 28 → 22 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$585B |
| 2 |
Invesco
Atlanta,
Georgia
|
+$316M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$272M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$172M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$611M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$588M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$113M |
| 4 |
Morgan Stanley
New York
|
-$84M |
| 5 |
Jennison Associates
New York
|
-$68.5M |
DUK Hedge Fund Activity: Q2 2019 in Review
1,444 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2019, worth a combined $38.6B — down 2.5% from $39.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new DUK positions and 83 closed out — a net gain of 3 holders — while 615 added to existing stakes and 510 trimmed.
The largest buyer was Phocas Financial Corp, adding an estimated $585B. The largest seller was Bank of America, cutting an estimated $611M.
- 1,444 institutional investors held Duke Energy (DUK) as of Q2 2019, down from 1,463 in Q1 2019.
- Funds reported $38.6B of Duke Energy stock for Q2 2019, down 2.5% quarter-over-quarter.
- 86 funds opened new Duke Energy positions in Q2 2019 and 83 closed out, a net change of +3 holders.
- The largest Duke Energy buyer in Q2 2019 was Phocas Financial Corp, an estimated $585B added.
- The largest Duke Energy seller in Q2 2019 was Bank of America, an estimated $611M sold.
Based on aggregated 13F filings for Q2 2019.