Duke Energy
DUK
1,135 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 490 increasing their positions, 358 reducing their positions, and 52 closing their positions.
106% more call options, than puts
Call options by funds: $253M | Put options by funds: $123M
94% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 52
44% more funds holding in top 10
Funds holding in top 10: 18 → 26 (+8)
37% more repeat investments, than reductions
Existing positions increased: 490 | Existing positions reduced: 358
11% more capital invested
Capital invested by funds: $27.8B → $30.9B (+$3.14B)
4.08% more ownership
Funds ownership: 54.49% → 58.57% (+4.1%)
3% more funds holding
Funds holding: 1,097 → 1,135 (+38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.01B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$322M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$263M |
| 4 |
State Street
Boston,
Massachusetts
|
+$169M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$1.05B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$258M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$216M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$181M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$154M |
DUK Hedge Fund Activity: Q1 2016 in Review
1,135 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2016, worth a combined $30.9B — up 11% from $27.8B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new DUK positions and 52 closed out — a net gain of 49 holders — while 490 added to existing stakes and 358 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $1.01B. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.05B sold.
- 1,135 institutional investors held Duke Energy (DUK) as of Q1 2016, up from 1,097 in Q4 2015.
- Funds reported $30.9B of Duke Energy stock for Q1 2016, up 11% quarter-over-quarter.
- 101 funds opened new Duke Energy positions in Q1 2016 and 52 closed out, a net change of +49 holders.
- The largest Duke Energy buyer in Q1 2016 was Royal London Asset Management, an estimated $1.01B added.
- The largest Duke Energy seller in Q1 2016 was Americafirst Capital Management, an estimated $1.05B sold.
Based on aggregated 13F filings for Q1 2016.