Duke Energy
DUK
1,320 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 490 increasing their positions, 536 reducing their positions, and 79 closing their positions.
33% more call options, than puts
Call options by funds: $322M | Put options by funds: $242M
3% more capital invested
Capital invested by funds: $32.9B → $33.9B (+$1.01B)
0.3% less ownership
Funds ownership: 60.07% → 59.77% (-0.3%)
9% less repeat investments, than reductions
Existing positions increased: 490 | Existing positions reduced: 536
2% less funds holding
Funds holding: 1,353 → 1,320 (-33)
23% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 79
24% less funds holding in top 10
Funds holding in top 10: 25 → 19 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$649M |
| 2 |
Renaissance Technologies
New York
|
+$160M |
| 3 |
O
OppenheimerFunds
New York
|
+$157M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$125M |
| 5 |
BlackRock
New York
|
+$86.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$211M |
| 2 |
JP Morgan Chase
New York
|
-$162M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$158M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$84.4M |
| 5 |
Millennium Management
New York
|
-$82.5M |
DUK Hedge Fund Activity: Q3 2018 in Review
1,320 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2018, worth a combined $33.9B — up 3.1% from $32.9B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of DUK and 61 opened new positions — a net loss of 18 holders — while 536 trimmed existing stakes and 490 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $649M. The largest seller was Zimmer Partners, cutting an estimated $211M.
- 1,320 institutional investors held Duke Energy (DUK) as of Q3 2018, down from 1,353 in Q2 2018.
- Funds reported $33.9B of Duke Energy stock for Q3 2018, up 3.1% quarter-over-quarter.
- 61 funds opened new Duke Energy positions in Q3 2018 and 79 closed out, a net change of -18 holders.
- The largest Duke Energy buyer in Q3 2018 was T. Rowe Price Associates, an estimated $649M added.
- The largest Duke Energy seller in Q3 2018 was Zimmer Partners, an estimated $211M sold.
Based on aggregated 13F filings for Q3 2018.