Duke Energy
DUK
1,655 hedge funds and large institutions have $47.6B invested in Duke Energy in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 729 increasing their positions, 559 reducing their positions, and 80 closing their positions.
35% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 80
30% more repeat investments, than reductions
Existing positions increased: 729 | Existing positions reduced: 559
2% more capital invested
Capital invested by funds: $46.6B → $47.6B (+$957M)
2% more call options, than puts
Call options by funds: $332M | Put options by funds: $326M
0% more funds holding
Funds holding: 1,648 → 1,655 (+7)
0.14% less ownership
Funds ownership: 62.85% → 62.71% (-0.14%)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$173M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$173M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$131M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$129M |
| 5 |
JP Morgan Chase
New York
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$531M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$418M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$307M |
| 4 |
Two Sigma Investments
New York
|
-$91.2M |
| 5 |
BlackRock
New York
|
-$87.7M |
DUK Hedge Fund Activity: Q2 2021 in Review
1,655 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2021, worth a combined $47.6B — up 2.1% from $46.6B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new DUK positions and 80 closed out — a net gain of 28 holders — while 729 added to existing stakes and 559 trimmed.
The largest buyer was Charles Schwab, adding an estimated $173M. The largest seller was Credit Suisse, cutting an estimated $531M.
- 1,655 institutional investors held Duke Energy (DUK) as of Q2 2021, up from 1,648 in Q1 2021.
- Funds reported $47.6B of Duke Energy stock for Q2 2021, up 2.1% quarter-over-quarter.
- 108 funds opened new Duke Energy positions in Q2 2021 and 80 closed out, a net change of +28 holders.
- The largest Duke Energy buyer in Q2 2021 was Charles Schwab, an estimated $173M added.
- The largest Duke Energy seller in Q2 2021 was Credit Suisse, an estimated $531M sold.
Based on aggregated 13F filings for Q2 2021.