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Duke Energy

1,810 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 795 increasing their positions, 639 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 1,8301,810 (-20)

9% less capital invested

Capital invested by funds: $51.7B → $47.2B (-$4.49B)

33% less funds holding in top 10

Funds holding in top 10: 2416 (-8)

Holders
1,810
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$604M
Puts
$326M
Net Calls
Net Calls Change

Top Buyers

1 +$152M
2 +$131M
3 +$98M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$93.6M
5
ZP
Zimmer Partners
New York
+$79.9M

Top Sellers

1 -$399M
2 -$394M
3 -$189M
4
State Street
State Street
Massachusetts
-$130M
5
Barclays
Barclays
United Kingdom
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1051
$604K
1052
$600K
1053
$599K
1054
$596K
1055
$596K
1056
$595K
1057
$594K
1058
$594K
1059
$593K
1060
$586K
1061
$585K
1062
$583K
1063
$582K
1064
$579K
1065
$579K
1066
$578K
1067
$578K
1068
$576K
1069
$576K
1070
$576K
1071
$575K
1072
$574K
1073
$574K
1074
$573K
1075
$572K