Duke Energy
1,466 hedge funds and large institutions have $42.2B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 625 increasing their positions, 512 reducing their positions, and 75 closing their positions.
39% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 75
36% more call options, than puts
Call options by funds: $447M | Put options by funds: $329M
22% more repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 512
9% more capital invested
Capital invested by funds: $38.6B → $42.2B (+$3.56B)
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
2% more funds holding
Funds holding: 1,444 → 1,466 (+22)
908.68% less ownership
Funds ownership: 969.07% → 60.39% (-909%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$306M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$121M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$90.1M |
| 4 |
BlackRock
New York
|
+$82.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$75.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$602B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$160M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$108M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$107M |
| 5 |
D.E. Shaw & Co
New York
|
-$101M |
DUK Hedge Fund Activity: Q3 2019 in Review
1,466 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2019, worth a combined $42.2B — up 9.2% from $38.6B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new DUK positions and 75 closed out — a net gain of 29 holders — while 625 added to existing stakes and 512 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $306M. The largest seller was Phocas Financial Corp, cutting an estimated $602B.
- 1,466 institutional investors held Duke Energy (DUK) as of Q3 2019, up from 1,444 in Q2 2019.
- Funds reported $42.2B of Duke Energy stock for Q3 2019, up 9.2% quarter-over-quarter.
- 104 funds opened new Duke Energy positions in Q3 2019 and 75 closed out, a net change of +29 holders.
- The largest Duke Energy buyer in Q3 2019 was Wellington Management Group, an estimated $306M added.
- The largest Duke Energy seller in Q3 2019 was Phocas Financial Corp, an estimated $602B sold.
Based on aggregated 13F filings for Q3 2019.