Duke Energy
DUK
1,339 hedge funds and large institutions have $32.2B invested in Duke Energy in 2018 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 491 increasing their positions, 554 reducing their positions, and 102 closing their positions.
24% more call options, than puts
Call options by funds: $287M | Put options by funds: $231M
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
13% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 102
0.34% more ownership
Funds ownership: 57.24% → 57.57% (+0.34%)
0% less funds holding
Funds holding: 1,340 → 1,339 (-1)
4% less capital invested
Capital invested by funds: $33.7B → $32.2B (-$1.49B)
11% less repeat investments, than reductions
Existing positions increased: 491 | Existing positions reduced: 554
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$497M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$304M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$287M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$124M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$176M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$83.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$77.6M |
| 4 |
Two Sigma Advisers
New York
|
-$68.8M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$67.2M |
DUK Hedge Fund Activity: Q1 2018 in Review
1,339 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2018, worth a combined $32.2B — down 4.4% from $33.7B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new DUK positions and 102 closed out — a net gain of 13 holders — while 491 added to existing stakes and 554 trimmed.
The largest buyer was Zimmer Partners, adding an estimated $497M. The largest seller was JP Morgan Chase, cutting an estimated $176M.
- 1,339 institutional investors held Duke Energy (DUK) as of Q1 2018, down from 1,340 in Q4 2017.
- Funds reported $32.2B of Duke Energy stock for Q1 2018, down 4.4% quarter-over-quarter.
- 115 funds opened new Duke Energy positions in Q1 2018 and 102 closed out, a net change of +13 holders.
- The largest Duke Energy buyer in Q1 2018 was Zimmer Partners, an estimated $497M added.
- The largest Duke Energy seller in Q1 2018 was JP Morgan Chase, an estimated $176M sold.
Based on aggregated 13F filings for Q1 2018.