Duke Energy
1,353 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 490 increasing their positions, 562 reducing their positions, and 57 closing their positions.
46% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 57
38% more call options, than puts
Call options by funds: $296M | Put options by funds: $215M
14% more funds holding in top 10
Funds holding in top 10: 22 → 25 (+3)
2.5% more ownership
Funds ownership: 57.57% → 60.07% (+2.5%)
1% more funds holding
Funds holding: 1,339 → 1,353 (+14)
2% more capital invested
Capital invested by funds: $32.2B → $32.9B (+$754M)
13% less repeat investments, than reductions
Existing positions increased: 490 | Existing positions reduced: 562
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$169M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$108M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$78.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$73.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$63.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$85.3M |
| 2 |
ZP
Zimmer Partners
New York
|
-$71.4M |
| 3 |
Morgan Stanley
New York
|
-$64.3M |
| 4 |
Goldman Sachs
New York
|
-$59.3M |
| 5 |
Renaissance Technologies
New York
|
-$54.6M |
DUK Hedge Fund Activity: Q2 2018 in Review
1,353 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2018, worth a combined $32.9B — up 2.3% from $32.2B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new DUK positions and 57 closed out — a net gain of 26 holders — while 490 added to existing stakes and 562 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $169M. The largest seller was Capital Research Global Investors, cutting an estimated $85.3M.
- 1,353 institutional investors held Duke Energy (DUK) as of Q2 2018, up from 1,339 in Q1 2018.
- Funds reported $32.9B of Duke Energy stock for Q2 2018, up 2.3% quarter-over-quarter.
- 83 funds opened new Duke Energy positions in Q2 2018 and 57 closed out, a net change of +26 holders.
- The largest Duke Energy buyer in Q2 2018 was JP Morgan Chase, an estimated $169M added.
- The largest Duke Energy seller in Q2 2018 was Capital Research Global Investors, an estimated $85.3M sold.
Based on aggregated 13F filings for Q2 2018.