Duke Energy
DUK
1,151 hedge funds and large institutions have $31.3B invested in Duke Energy in 2016 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 472 increasing their positions, 400 reducing their positions, and 66 closing their positions.
30% more call options, than puts
Call options by funds: $243M | Put options by funds: $187M
18% more repeat investments, than reductions
Existing positions increased: 472 | Existing positions reduced: 400
5% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 66
0.34% less ownership
Funds ownership: 57.5% → 57.16% (-0.34%)
1% less funds holding
Funds holding: 1,163 → 1,151 (-12)
8% less capital invested
Capital invested by funds: $34B → $31.3B (-$2.67B)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$345M |
| 2 |
Barclays
London,
United Kingdom
|
+$303M |
| 3 |
ZP
Zimmer Partners
New York
|
+$82.4M |
| 4 |
O
OppenheimerFunds
New York
|
+$71M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$392M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$282M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$176M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$134M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$127M |
DUK Hedge Fund Activity: Q3 2016 in Review
1,151 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2016, worth a combined $31.3B — down 7.8% from $34B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new DUK positions and 66 closed out — a net gain of 3 holders — while 472 added to existing stakes and 400 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $345M. The largest seller was Norges Bank, exiting entirely with an estimated $392M sold.
- 1,151 institutional investors held Duke Energy (DUK) as of Q3 2016, down from 1,163 in Q2 2016.
- Funds reported $31.3B of Duke Energy stock for Q3 2016, down 7.8% quarter-over-quarter.
- 69 funds opened new Duke Energy positions in Q3 2016 and 66 closed out, a net change of +3 holders.
- The largest Duke Energy buyer in Q3 2016 was Capital Research Global Investors, an estimated $345M added.
- The largest Duke Energy seller in Q3 2016 was Norges Bank, an estimated $392M sold.
Based on aggregated 13F filings for Q3 2016.