Duke Energy
DUK
1,912 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 767 increasing their positions, 738 reducing their positions, and 118 closing their positions.
85% more call options, than puts
Call options by funds: $622M | Put options by funds: $337M
29% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 118
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
4% more repeat investments, than reductions
Existing positions increased: 767 | Existing positions reduced: 738
0% more funds holding
Funds holding: 1,905 → 1,912 (+7)
3% less capital invested
Capital invested by funds: $49.7B → $48.4B (-$1.32B)
1.61% less ownership
Funds ownership: 66.54% → 64.93% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$106M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
+$104M |
| 3 |
Cohen & Steers
New York
|
+$101M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$92.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$937M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$321M |
| 3 |
State Street
Boston,
Massachusetts
|
-$307M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$245M |
| 5 |
Neuberger Berman Group
New York
|
-$142M |
DUK Hedge Fund Activity: Q1 2024 in Review
1,912 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2024, worth a combined $48.4B — down 2.7% from $49.7B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new DUK positions and 118 closed out — a net gain of 34 holders — while 767 added to existing stakes and 738 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $106M. The largest seller was Morgan Stanley, cutting an estimated $937M.
- 1,912 institutional investors held Duke Energy (DUK) as of Q1 2024, up from 1,905 in Q4 2023.
- Funds reported $48.4B of Duke Energy stock for Q1 2024, down 2.7% quarter-over-quarter.
- 152 funds opened new Duke Energy positions in Q1 2024 and 118 closed out, a net change of +34 holders.
- The largest Duke Energy buyer in Q1 2024 was Geode Capital Management, an estimated $106M added.
- The largest Duke Energy seller in Q1 2024 was Morgan Stanley, an estimated $937M sold.
Based on aggregated 13F filings for Q1 2024.