Duke Energy
DUK
1,641 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 737 increasing their positions, 547 reducing their positions, and 77 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 737 | Existing positions reduced: 547
24% more call options, than puts
Call options by funds: $454M | Put options by funds: $367M
14% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 77
0.64% less ownership
Funds ownership: 62.71% → 62.07% (-0.64%)
1% less funds holding
Funds holding: 1,655 → 1,641 (-14)
2% less capital invested
Capital invested by funds: $47.6B → $46.6B (-$1B)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$197M |
| 2 |
BlackRock
New York
|
+$119M |
| 3 |
Renaissance Technologies
New York
|
+$105M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.5M |
| 5 |
Two Sigma Investments
New York
|
+$80.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$309M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$211M |
| 3 |
JP Morgan Chase
New York
|
-$204M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$128M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$88.9M |
DUK Hedge Fund Activity: Q3 2021 in Review
1,641 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2021, worth a combined $46.6B — down 2.1% from $47.6B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new DUK positions and 77 closed out — a net gain of 11 holders — while 737 added to existing stakes and 547 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $197M. The largest seller was Invesco, cutting an estimated $309M.
- 1,641 institutional investors held Duke Energy (DUK) as of Q3 2021, down from 1,655 in Q2 2021.
- Funds reported $46.6B of Duke Energy stock for Q3 2021, down 2.1% quarter-over-quarter.
- 88 funds opened new Duke Energy positions in Q3 2021 and 77 closed out, a net change of +11 holders.
- The largest Duke Energy buyer in Q3 2021 was Cohen & Steers, an estimated $197M added.
- The largest Duke Energy seller in Q3 2021 was Invesco, an estimated $309M sold.
Based on aggregated 13F filings for Q3 2021.