Duke Energy
DUK
2,069 hedge funds and large institutions have $58.7B invested in Duke Energy in 2024 Q3 according to their latest regulatory filings, with 197 funds opening new positions, 797 increasing their positions, 785 reducing their positions, and 79 closing their positions.
149% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 79
30% more call options, than puts
Call options by funds: $696M | Put options by funds: $537M
16% more capital invested
Capital invested by funds: $50.5B → $58.7B (+$8.17B)
5% more funds holding
Funds holding: 1,974 → 2,069 (+95)
1.62% more ownership
Funds ownership: 65.3% → 66.92% (+1.6%)
2% more repeat investments, than reductions
Existing positions increased: 797 | Existing positions reduced: 785
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$748M |
| 2 |
BlackRock
New York
|
+$221M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$200M |
| 4 |
State Street
Boston,
Massachusetts
|
+$187M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$259M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$187M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$170M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$129M |
| 5 |
Neuberger Berman Group
New York
|
-$122M |
DUK Hedge Fund Activity: Q3 2024 in Review
2,069 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2024, worth a combined $58.7B — up 16% from $50.5B a quarter earlier.
Buyers outnumbered sellers: 197 funds opened new DUK positions and 79 closed out — a net gain of 118 holders — while 797 added to existing stakes and 785 trimmed.
The largest buyer was Pathway Financial Advisers, adding an estimated $748M. The largest seller was Federated Hermes, cutting an estimated $259M.
- 2,069 institutional investors held Duke Energy (DUK) as of Q3 2024, up from 1,974 in Q2 2024.
- Funds reported $58.7B of Duke Energy stock for Q3 2024, up 16% quarter-over-quarter.
- 197 funds opened new Duke Energy positions in Q3 2024 and 79 closed out, a net change of +118 holders.
- The largest Duke Energy buyer in Q3 2024 was Pathway Financial Advisers, an estimated $748M added.
- The largest Duke Energy seller in Q3 2024 was Federated Hermes, an estimated $259M sold.
Based on aggregated 13F filings for Q3 2024.