Duke Energy
1,087 hedge funds and large institutions have $30.2B invested in Duke Energy in 2015 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 408 increasing their positions, 431 reducing their positions, and 65 closing their positions.
73% more call options, than puts
Call options by funds: $184M | Put options by funds: $107M
8% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 65
0.93% more ownership
Funds ownership: 55.58% → 56.51% (+0.93%)
1% less funds holding
Funds holding: 1,094 → 1,087 (-7)
5% less repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 431
8% less capital invested
Capital invested by funds: $32.9B → $30.2B (-$2.63B)
36% less funds holding in top 10
Funds holding in top 10: 22 → 14 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sasco Capital
Fairfield,
Connecticut
|
+$691M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$404M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$267M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
+$104M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$99.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$267M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$173M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$147M |
| 4 |
State Street
Boston,
Massachusetts
|
-$141M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$132M |
DUK Hedge Fund Activity: Q1 2015 in Review
1,087 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2015, worth a combined $30.2B — down 8% from $32.9B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new DUK positions and 65 closed out — a net gain of 5 holders — while 408 added to existing stakes and 431 trimmed.
The largest buyer was Sasco Capital, opening a new position worth an estimated $691M. The largest seller was Capital Research Global Investors, cutting an estimated $267M.
- 1,087 institutional investors held Duke Energy (DUK) as of Q1 2015, down from 1,094 in Q4 2014.
- Funds reported $30.2B of Duke Energy stock for Q1 2015, down 8% quarter-over-quarter.
- 70 funds opened new Duke Energy positions in Q1 2015 and 65 closed out, a net change of +5 holders.
- The largest Duke Energy buyer in Q1 2015 was Sasco Capital, an estimated $691M added.
- The largest Duke Energy seller in Q1 2015 was Capital Research Global Investors, an estimated $267M sold.
Based on aggregated 13F filings for Q1 2015.