Duke Energy
DUK
1,785 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 746 increasing their positions, 656 reducing their positions, and 108 closing their positions.
30% more call options, than puts
Call options by funds: $451M | Put options by funds: $347M
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
14% more repeat investments, than reductions
Existing positions increased: 746 | Existing positions reduced: 656
2% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 108
0.78% more ownership
Funds ownership: 63.79% → 64.57% (+0.78%)
0% less capital invested
Capital invested by funds: $44.1B → $43.9B (-$208M)
1% less funds holding
Funds holding: 1,804 → 1,785 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$224M |
| 2 |
BlackRock
New York
|
+$125M |
| 3 |
Neuberger Berman Group
New York
|
+$93.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$91.9M |
| 5 |
Goldman Sachs
New York
|
+$77.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$147M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$108M |
| 3 |
ZP
Zimmer Partners
New York
|
-$96.1M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$72.3M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$68M |
DUK Hedge Fund Activity: Q3 2023 in Review
1,785 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2023, worth a combined $43.9B — down 0.47% from $44.1B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new DUK positions and 108 closed out — a net gain of 2 holders — while 746 added to existing stakes and 656 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $224M. The largest seller was State Street, cutting an estimated $147M.
- 1,785 institutional investors held Duke Energy (DUK) as of Q3 2023, down from 1,804 in Q2 2023.
- Funds reported $43.9B of Duke Energy stock for Q3 2023, down 0.47% quarter-over-quarter.
- 110 funds opened new Duke Energy positions in Q3 2023 and 108 closed out, a net change of +2 holders.
- The largest Duke Energy buyer in Q3 2023 was Capital Research Global Investors, an estimated $224M added.
- The largest Duke Energy seller in Q3 2023 was State Street, an estimated $147M sold.
Based on aggregated 13F filings for Q3 2023.