Duke Energy
DUK
1,507 hedge funds and large institutions have $38.2B invested in Duke Energy in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 598 increasing their positions, 610 reducing their positions, and 138 closing their positions.
56% more call options, than puts
Call options by funds: $342M | Put options by funds: $219M
44% more funds holding in top 10
Funds holding in top 10: 25 → 36 (+11)
0.36% more ownership
Funds ownership: 64.03% → 64.39% (+0.36%)
2% less repeat investments, than reductions
Existing positions increased: 598 | Existing positions reduced: 610
4% less funds holding
Funds holding: 1,563 → 1,507 (-56)
11% less capital invested
Capital invested by funds: $42.8B → $38.2B (-$4.56B)
25% less first-time investments, than exits
New positions opened: 103 | Existing positions closed: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$183M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$168M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$144M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$137M |
| 5 |
MBA
Maple-Brown Abbott
Barangaroo,
Australia
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$114M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$107M |
| 4 |
Goldman Sachs
New York
|
-$78.7M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$61.8M |
DUK Hedge Fund Activity: Q1 2020 in Review
1,507 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2020, worth a combined $38.2B — down 11% from $42.8B a quarter earlier.
Sellers outnumbered buyers: 138 funds closed out of DUK and 103 opened new positions — a net loss of 35 holders — while 610 trimmed existing stakes and 598 added.
The largest buyer was Wellington Management Group, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $129M.
- 1,507 institutional investors held Duke Energy (DUK) as of Q1 2020, down from 1,563 in Q4 2019.
- Funds reported $38.2B of Duke Energy stock for Q1 2020, down 11% quarter-over-quarter.
- 103 funds opened new Duke Energy positions in Q1 2020 and 138 closed out, a net change of -35 holders.
- The largest Duke Energy buyer in Q1 2020 was Wellington Management Group, an estimated $183M added.
- The largest Duke Energy seller in Q1 2020 was Fidelity Investments, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2020.