Duke Energy
DUK
1,210 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 454 increasing their positions, 435 reducing their positions, and 62 closing their positions.
121% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 62
35% more call options, than puts
Call options by funds: $257M | Put options by funds: $191M
5% more funds holding
Funds holding: 1,151 → 1,210 (+59)
4% more repeat investments, than reductions
Existing positions increased: 454 | Existing positions reduced: 435
4% less capital invested
Capital invested by funds: $31.3B → $30B (-$1.36B)
1.21% less ownership
Funds ownership: 57.16% → 55.95% (-1.2%)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$168M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$121M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.7M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$84.7M |
| 5 |
Millennium Management
New York
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$407M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$251M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$192M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$89.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$81.3M |
DUK Hedge Fund Activity: Q4 2016 in Review
1,210 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2016, worth a combined $30B — down 4.3% from $31.3B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new DUK positions and 62 closed out — a net gain of 75 holders — while 454 added to existing stakes and 435 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was Barclays, cutting an estimated $407M.
- 1,210 institutional investors held Duke Energy (DUK) as of Q4 2016, up from 1,151 in Q3 2016.
- Funds reported $30B of Duke Energy stock for Q4 2016, down 4.3% quarter-over-quarter.
- 137 funds opened new Duke Energy positions in Q4 2016 and 62 closed out, a net change of +75 holders.
- The largest Duke Energy buyer in Q4 2016 was Fidelity Investments, an estimated $168M added.
- The largest Duke Energy seller in Q4 2016 was Barclays, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2016.