Duke Energy
1,648 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 700 increasing their positions, 596 reducing their positions, and 101 closing their positions.
72% more call options, than puts
Call options by funds: $359M | Put options by funds: $209M
26% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 101
17% more repeat investments, than reductions
Existing positions increased: 700 | Existing positions reduced: 596
7% more capital invested
Capital invested by funds: $43.4B → $46.6B (+$3.19B)
0% more funds holding
Funds holding: 1,640 → 1,648 (+8)
1.58% less ownership
Funds ownership: 64.43% → 62.85% (-1.6%)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$485M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$392M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$270M |
| 4 |
JP Morgan Chase
New York
|
+$150M |
| 5 |
BlackRock
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$217M |
| 2 |
Cohen & Steers
New York
|
-$140M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$129M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$94.5M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$93.9M |
DUK Hedge Fund Activity: Q1 2021 in Review
1,648 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2021, worth a combined $46.6B — up 7.4% from $43.4B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new DUK positions and 101 closed out — a net gain of 26 holders — while 700 added to existing stakes and 596 trimmed.
The largest buyer was Credit Suisse, adding an estimated $485M. The largest seller was Capital Research Global Investors, cutting an estimated $217M.
- 1,648 institutional investors held Duke Energy (DUK) as of Q1 2021, up from 1,640 in Q4 2020.
- Funds reported $46.6B of Duke Energy stock for Q1 2021, up 7.4% quarter-over-quarter.
- 127 funds opened new Duke Energy positions in Q1 2021 and 101 closed out, a net change of +26 holders.
- The largest Duke Energy buyer in Q1 2021 was Credit Suisse, an estimated $485M added.
- The largest Duke Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $217M sold.
Based on aggregated 13F filings for Q1 2021.