Duke Energy
DUK
1,906 hedge funds and large institutions have $49.7B invested in Duke Energy in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 641 increasing their positions, 792 reducing their positions, and 98 closing their positions.
153% more first-time investments, than exits
New positions opened: 248 | Existing positions closed: 98
56% more call options, than puts
Call options by funds: $537M | Put options by funds: $345M
13% more capital invested
Capital invested by funds: $43.9B → $49.7B (+$5.82B)
7% more funds holding
Funds holding: 1,786 → 1,906 (+120)
1.97% more ownership
Funds ownership: 64.57% → 66.54% (+2%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
19% less repeat investments, than reductions
Existing positions increased: 641 | Existing positions reduced: 792
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$937M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$371M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$319M |
| 4 |
Barclays
London,
United Kingdom
|
+$141M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$95.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$81M |
| 2 |
Goldman Sachs
New York
|
-$79.3M |
| 3 |
CCM
Cullen Capital Management
New York
|
-$59.9M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$53.2M |
| 5 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$52.7M |
DUK Hedge Fund Activity: Q4 2023 in Review
1,906 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2023, worth a combined $49.7B — up 13% from $43.9B a quarter earlier.
Buyers outnumbered sellers: 248 funds opened new DUK positions and 98 closed out — a net gain of 150 holders — while 641 added to existing stakes and 792 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $937M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $81M sold.
- 1,906 institutional investors held Duke Energy (DUK) as of Q4 2023, up from 1,786 in Q3 2023.
- Funds reported $49.7B of Duke Energy stock for Q4 2023, up 13% quarter-over-quarter.
- 248 funds opened new Duke Energy positions in Q4 2023 and 98 closed out, a net change of +150 holders.
- The largest Duke Energy buyer in Q4 2023 was Morgan Stanley, an estimated $937M added.
- The largest Duke Energy seller in Q4 2023 was Balyasny Asset Management, an estimated $81M sold.
Based on aggregated 13F filings for Q4 2023.