Duke Energy
1,808 hedge funds and large institutions have $52.2B invested in Duke Energy in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 813 increasing their positions, 595 reducing their positions, and 106 closing their positions.
48% more call options, than puts
Call options by funds: $566M | Put options by funds: $382M
38% more funds holding in top 10
Funds holding in top 10: 21 → 29 (+8)
37% more repeat investments, than reductions
Existing positions increased: 813 | Existing positions reduced: 595
0.88% more ownership
Funds ownership: 62.52% → 63.4% (+0.88%)
3% less capital invested
Capital invested by funds: $53.6B → $52.2B (-$1.42B)
4% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 106
2% less funds holding
Funds holding: 1,846 → 1,808 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$702M |
| 2 |
Morgan Stanley
New York
|
+$441M |
| 3 |
BlackRock
New York
|
+$310M |
| 4 |
State Street
Boston,
Massachusetts
|
+$179M |
| 5 |
Neuberger Berman Group
New York
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$256M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$153M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$141M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.9M |
| 5 |
Millennium Management
New York
|
-$78.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DC
1901
DeDora Capital
Napa,
California
| – | -$40K | -362 | Closed |
|
|
EFS
1902
Econ Financial Services
Harrisburg,
Pennsylvania
| – | -$40K | -358 | Closed |
|
|
SLWA
1903
San Luis Wealth Advisors
San Luis Obispo,
California
| – | -$35K | -337 | Closed |
|
|
TFO
1904
Tarbox Family Office
Newport Beach,
California
| – | -$37K | -333 | Closed |
|
|
SQA
1905
Simon Quick Advisors
Morristown,
New Jersey
| – | -$35K | -309 | Closed |
|
|
CSIA
1906
Carl Stuart Investment Advisor
Austin,
Texas
| – | -$328K | -294 | Closed |
|
|
GA
1907
GoalVest Advisory
New York
| – | -$12K | -111 | Closed |
|
|
DFCM
1908
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$11K | -101 | Closed |
|
|
PWP
1909
Pursue Wealth Partners
Clayton,
California
| – | -$7.81K | -68 | Closed |
|
1910
Optiver Holding
Amsterdam,
Netherlands
| – | -$4K | -40 | Closed |
|
|
CI
1911
Cordant Inc
Portland,
Oregon
| – | -$3K | -30 | Closed |
|
|
JAM
1912
JCIC Asset Management
Toronto,
Ontario, Canada
| – | -$3K | -24 | Closed |
|
|
IWP
1913
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$2K | -16 | Closed |
|
DUK Hedge Fund Activity: Q2 2022 in Review
1,808 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2022, worth a combined $52.2B — down 2.6% from $53.6B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of DUK and 102 opened new positions — a net loss of 4 holders — while 595 trimmed existing stakes and 813 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $702M. The largest seller was Franklin Resources, cutting an estimated $256M.
- 1,808 institutional investors held Duke Energy (DUK) as of Q2 2022, down from 1,846 in Q1 2022.
- Funds reported $52.2B of Duke Energy stock for Q2 2022, down 2.6% quarter-over-quarter.
- 102 funds opened new Duke Energy positions in Q2 2022 and 106 closed out, a net change of -4 holders.
- The largest Duke Energy buyer in Q2 2022 was T. Rowe Price Associates, an estimated $702M added.
- The largest Duke Energy seller in Q2 2022 was Franklin Resources, an estimated $256M sold.
Based on aggregated 13F filings for Q2 2022.