Duke Energy
DUK
1,791 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, 730 increasing their positions, 574 reducing their positions, and 74 closing their positions.
245% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 74
67% more call options, than puts
Call options by funds: $598M | Put options by funds: $359M
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
27% more repeat investments, than reductions
Existing positions increased: 730 | Existing positions reduced: 574
9% more funds holding
Funds holding: 1,641 → 1,791 (+150)
8% more capital invested
Capital invested by funds: $46.6B → $50.3B (+$3.75B)
0.51% more ownership
Funds ownership: 62.07% → 62.58% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$231M |
| 2 |
Barclays
London,
United Kingdom
|
+$160M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$99.8M |
| 4 |
Two Sigma Investments
New York
|
+$90.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$76.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$390M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$184M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$91.9M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$80.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$63.5M |
DUK Hedge Fund Activity: Q4 2021 in Review
1,791 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2021, worth a combined $50.3B — up 8.1% from $46.6B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new DUK positions and 74 closed out — a net gain of 181 holders — while 730 added to existing stakes and 574 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $231M. The largest seller was Capital Research Global Investors, cutting an estimated $390M.
- 1,791 institutional investors held Duke Energy (DUK) as of Q4 2021, up from 1,641 in Q3 2021.
- Funds reported $50.3B of Duke Energy stock for Q4 2021, up 8.1% quarter-over-quarter.
- 255 funds opened new Duke Energy positions in Q4 2021 and 74 closed out, a net change of +181 holders.
- The largest Duke Energy buyer in Q4 2021 was Wellington Management Group, an estimated $231M added.
- The largest Duke Energy seller in Q4 2021 was Capital Research Global Investors, an estimated $390M sold.
Based on aggregated 13F filings for Q4 2021.