Duke Energy
DUK
1,163 hedge funds and large institutions have $34B invested in Duke Energy in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 492 increasing their positions, 394 reducing their positions, and 48 closing their positions.
79% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 48
61% more call options, than puts
Call options by funds: $277M | Put options by funds: $172M
25% more repeat investments, than reductions
Existing positions increased: 492 | Existing positions reduced: 394
10% more capital invested
Capital invested by funds: $30.9B → $34B (+$3.08B)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
2% more funds holding
Funds holding: 1,135 → 1,163 (+28)
1.07% less ownership
Funds ownership: 58.57% → 57.5% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$160M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$90.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$74.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$1.07B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$129M |
| 3 |
Renaissance Technologies
New York
|
-$107M |
| 4 |
ZP
Zimmer Partners
New York
|
-$101M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.6M |
DUK Hedge Fund Activity: Q2 2016 in Review
1,163 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2016, worth a combined $34B — up 10% from $30.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new DUK positions and 48 closed out — a net gain of 38 holders — while 492 added to existing stakes and 394 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $160M. The largest seller was Royal London Asset Management, cutting an estimated $1.07B.
- 1,163 institutional investors held Duke Energy (DUK) as of Q2 2016, up from 1,135 in Q1 2016.
- Funds reported $34B of Duke Energy stock for Q2 2016, up 10% quarter-over-quarter.
- 86 funds opened new Duke Energy positions in Q2 2016 and 48 closed out, a net change of +38 holders.
- The largest Duke Energy buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $160M added.
- The largest Duke Energy seller in Q2 2016 was Royal London Asset Management, an estimated $1.07B sold.
Based on aggregated 13F filings for Q2 2016.