Duke Energy
DUK
1,060 hedge funds and large institutions have $26.6B invested in Duke Energy in 2015 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 378 increasing their positions, 445 reducing their positions, and 67 closing their positions.
0.6% less ownership
Funds ownership: 55.26% → 54.66% (-0.6%)
8% less call options, than puts
Call options by funds: $425M | Put options by funds: $460M
2% less funds holding
Funds holding: 1,085 → 1,060 (-25)
12% less capital invested
Capital invested by funds: $30B → $26.6B (-$3.46B)
15% less repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 445
19% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 67
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$63.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$45.5M |
| 3 |
HI
Honeywell International
Charlotte,
North Carolina
|
+$43.3M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$43.3M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$273M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$247M |
| 3 |
State Street
Boston,
Massachusetts
|
-$175M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$64.6M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$64.5M |
DUK Hedge Fund Activity: Q2 2015 in Review
1,060 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2015, worth a combined $26.6B — down 12% from $30B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of DUK and 54 opened new positions — a net loss of 13 holders — while 445 trimmed existing stakes and 378 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $63.5M. The largest seller was Capital Research Global Investors, cutting an estimated $273M.
- 1,060 institutional investors held Duke Energy (DUK) as of Q2 2015, down from 1,085 in Q1 2015.
- Funds reported $26.6B of Duke Energy stock for Q2 2015, down 12% quarter-over-quarter.
- 54 funds opened new Duke Energy positions in Q2 2015 and 67 closed out, a net change of -13 holders.
- The largest Duke Energy buyer in Q2 2015 was Massachusetts Financial Services, an estimated $63.5M added.
- The largest Duke Energy seller in Q2 2015 was Capital Research Global Investors, an estimated $273M sold.
Based on aggregated 13F filings for Q2 2015.