Duke Energy
DUK
1,523 hedge funds and large institutions have $37.6B invested in Duke Energy in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 604 increasing their positions, 579 reducing their positions, and 95 closing their positions.
29% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 95
1% more funds holding
Funds holding: 1,507 → 1,523 (+16)
4% more repeat investments, than reductions
Existing positions increased: 604 | Existing positions reduced: 579
0.4% less ownership
Funds ownership: 64.39% → 63.99% (-0.4%)
2% less capital invested
Capital invested by funds: $38.2B → $37.6B (-$616M)
8% less call options, than puts
Call options by funds: $254M | Put options by funds: $275M
47% less funds holding in top 10
Funds holding in top 10: 36 → 19 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.08B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$57M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$33.4M |
| 4 |
Morgan Stanley
New York
|
+$29M |
| 5 |
N
Natixis
Paris,
France
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$363M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$175M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$159M |
| 4 |
D.E. Shaw & Co
New York
|
-$111M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$88.4M |
DUK Hedge Fund Activity: Q2 2020 in Review
1,523 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2020, worth a combined $37.6B — down 1.6% from $38.2B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new DUK positions and 95 closed out — a net gain of 28 holders — while 604 added to existing stakes and 579 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.08B. The largest seller was Renaissance Technologies, cutting an estimated $363M.
- 1,523 institutional investors held Duke Energy (DUK) as of Q2 2020, up from 1,507 in Q1 2020.
- Funds reported $37.6B of Duke Energy stock for Q2 2020, down 1.6% quarter-over-quarter.
- 123 funds opened new Duke Energy positions in Q2 2020 and 95 closed out, a net change of +28 holders.
- The largest Duke Energy buyer in Q2 2020 was Wellington Management Group, an estimated $1.08B added.
- The largest Duke Energy seller in Q2 2020 was Renaissance Technologies, an estimated $363M sold.
Based on aggregated 13F filings for Q2 2020.