Duke Energy
DUK
1,563 hedge funds and large institutions have $42.8B invested in Duke Energy in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 648 increasing their positions, 493 reducing their positions, and 72 closing their positions.
169% more first-time investments, than exits
New positions opened: 194 | Existing positions closed: 72
31% more repeat investments, than reductions
Existing positions increased: 648 | Existing positions reduced: 493
7% more funds holding
Funds holding: 1,466 → 1,563 (+97)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
3.64% more ownership
Funds ownership: 60.39% → 64.03% (+3.6%)
8% more call options, than puts
Call options by funds: $395M | Put options by funds: $365M
1% more capital invested
Capital invested by funds: $42.2B → $42.8B (+$629M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$372M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$305M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$272M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$193M |
| 5 |
State Street
Boston,
Massachusetts
|
+$193M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$110M |
| 2 |
Renaissance Technologies
New York
|
-$101M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48.6M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$44M |
| 5 |
SG Americas Securities
New York
|
-$32.9M |
DUK Hedge Fund Activity: Q4 2019 in Review
1,563 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2019, worth a combined $42.8B — up 1.5% from $42.2B a quarter earlier.
Buyers outnumbered sellers: 194 funds opened new DUK positions and 72 closed out — a net gain of 122 holders — while 648 added to existing stakes and 493 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $372M. The largest seller was Capital International Investors, exiting entirely with an estimated $110M sold.
- 1,563 institutional investors held Duke Energy (DUK) as of Q4 2019, up from 1,466 in Q3 2019.
- Funds reported $42.8B of Duke Energy stock for Q4 2019, up 1.5% quarter-over-quarter.
- 194 funds opened new Duke Energy positions in Q4 2019 and 72 closed out, a net change of +122 holders.
- The largest Duke Energy buyer in Q4 2019 was Wellington Management Group, an estimated $372M added.
- The largest Duke Energy seller in Q4 2019 was Capital International Investors, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2019.