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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
1226
$413K
1227
$412K
1228
$411K
1229
$410K
1230
$410K
1231
$408K
1232
$408K
1233
$407K
1234
$406K
1235
$406K
1236
$405K
1237
$403K
1238
$403K
1239
$402K
1240
$402K
1241
$402K
1242
$402K
1243
$401K
1244
$401K
1245
$401K
1246
$401K
1247
$400K
1248
$398K
1249
$398K
1250
$398K