Duke Energy
DUK
1,754 hedge funds and large institutions have $45.3B invested in Duke Energy in 2022 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 802 increasing their positions, 564 reducing their positions, and 130 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 802 | Existing positions reduced: 564
38% more call options, than puts
Call options by funds: $462M | Put options by funds: $336M
0.06% more ownership
Funds ownership: 63.4% → 63.46% (+0.06%)
3% less funds holding
Funds holding: 1,807 → 1,754 (-53)
13% less capital invested
Capital invested by funds: $52.2B → $45.3B (-$6.85B)
21% less first-time investments, than exits
New positions opened: 103 | Existing positions closed: 130
45% less funds holding in top 10
Funds holding in top 10: 29 → 16 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$119M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$111M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 4 |
Neuberger Berman Group
New York
|
+$91.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$87.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$531M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$216M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$125M |
| 4 |
Cohen & Steers
New York
|
-$88.7M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$64.8M |
DUK Hedge Fund Activity: Q3 2022 in Review
1,754 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2022, worth a combined $45.3B — down 13% from $52.2B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of DUK and 103 opened new positions — a net loss of 27 holders — while 564 trimmed existing stakes and 802 added.
The largest buyer was BlackRock, adding an estimated $119M. The largest seller was T. Rowe Price Associates, cutting an estimated $531M.
- 1,754 institutional investors held Duke Energy (DUK) as of Q3 2022, down from 1,807 in Q2 2022.
- Funds reported $45.3B of Duke Energy stock for Q3 2022, down 13% quarter-over-quarter.
- 103 funds opened new Duke Energy positions in Q3 2022 and 130 closed out, a net change of -27 holders.
- The largest Duke Energy buyer in Q3 2022 was BlackRock, an estimated $119M added.
- The largest Duke Energy seller in Q3 2022 was T. Rowe Price Associates, an estimated $531M sold.
Based on aggregated 13F filings for Q3 2022.