Duke Energy
DUK
1,097 hedge funds and large institutions have $27.8B invested in Duke Energy in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 429 increasing their positions, 393 reducing their positions, and 65 closing their positions.
74% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 65
73% more call options, than puts
Call options by funds: $215M | Put options by funds: $124M
3% more funds holding
Funds holding: 1,064 → 1,097 (+33)
9% more repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 393
1% more capital invested
Capital invested by funds: $27.4B → $27.8B (+$403M)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
1.12% less ownership
Funds ownership: 55.61% → 54.49% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$88.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$84.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.6M |
| 4 |
Goldman Sachs
New York
|
+$47.2M |
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$256M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$121M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$109M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$102M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$73M |
DUK Hedge Fund Activity: Q4 2015 in Review
1,097 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2015, worth a combined $27.8B — up 1.5% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new DUK positions and 65 closed out — a net gain of 48 holders — while 429 added to existing stakes and 393 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $88.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $256M.
- 1,097 institutional investors held Duke Energy (DUK) as of Q4 2015, up from 1,064 in Q3 2015.
- Funds reported $27.8B of Duke Energy stock for Q4 2015, up 1.5% quarter-over-quarter.
- 113 funds opened new Duke Energy positions in Q4 2015 and 65 closed out, a net change of +48 holders.
- The largest Duke Energy buyer in Q4 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $88.8M added.
- The largest Duke Energy seller in Q4 2015 was T. Rowe Price Associates, an estimated $256M sold.
Based on aggregated 13F filings for Q4 2015.