Duke Energy
DUK
1,816 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 796 increasing their positions, 640 reducing their positions, and 111 closing their positions.
85% more call options, than puts
Call options by funds: $604M | Put options by funds: $326M
26% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 111
24% more repeat investments, than reductions
Existing positions increased: 796 | Existing positions reduced: 640
0.69% less ownership
Funds ownership: 64.25% → 63.55% (-0.69%)
1% less funds holding
Funds holding: 1,834 → 1,816 (-18)
9% less capital invested
Capital invested by funds: $51.7B → $47.2B (-$4.49B)
33% less funds holding in top 10
Funds holding in top 10: 24 → 16 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$156M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$135M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$100M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$95.8M |
| 5 |
ZP
Zimmer Partners
New York
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$409M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$394M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$194M |
| 4 |
State Street
Boston,
Massachusetts
|
-$133M |
| 5 |
Barclays
London,
United Kingdom
|
-$49.4M |
DUK Hedge Fund Activity: Q1 2023 in Review
1,816 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2023, worth a combined $47.2B — down 8.7% from $51.7B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new DUK positions and 111 closed out — a net gain of 29 holders — while 796 added to existing stakes and 640 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $156M. The largest seller was Wellington Management Group, cutting an estimated $409M.
- 1,816 institutional investors held Duke Energy (DUK) as of Q1 2023, down from 1,834 in Q4 2022.
- Funds reported $47.2B of Duke Energy stock for Q1 2023, down 8.7% quarter-over-quarter.
- 140 funds opened new Duke Energy positions in Q1 2023 and 111 closed out, a net change of +29 holders.
- The largest Duke Energy buyer in Q1 2023 was Neuberger Berman Group, an estimated $156M added.
- The largest Duke Energy seller in Q1 2023 was Wellington Management Group, an estimated $409M sold.
Based on aggregated 13F filings for Q1 2023.