Duke Energy
1,065 hedge funds and large institutions have $27.5B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 406 increasing their positions, 389 reducing their positions, and 50 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 10 → 18 (+8)
37% more call options, than puts
Call options by funds: $171M | Put options by funds: $125M
26% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 50
4% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 389
3% more capital invested
Capital invested by funds: $26.7B → $27.5B (+$824M)
0.92% more ownership
Funds ownership: 54.69% → 55.61% (+0.92%)
0% more funds holding
Funds holding: 1,062 → 1,065 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$223M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$129M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$110M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$90.2M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$85.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$186M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$124M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$61.8M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$50.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$37.4M |
DUK Hedge Fund Activity: Q3 2015 in Review
1,065 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2015, worth a combined $27.5B — up 3.1% from $26.7B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new DUK positions and 50 closed out — a net gain of 13 holders — while 406 added to existing stakes and 389 trimmed.
The largest buyer was Bank of America, adding an estimated $223M. The largest seller was Franklin Resources, cutting an estimated $186M.
- 1,065 institutional investors held Duke Energy (DUK) as of Q3 2015, up from 1,062 in Q2 2015.
- Funds reported $27.5B of Duke Energy stock for Q3 2015, up 3.1% quarter-over-quarter.
- 63 funds opened new Duke Energy positions in Q3 2015 and 50 closed out, a net change of +13 holders.
- The largest Duke Energy buyer in Q3 2015 was Bank of America, an estimated $223M added.
- The largest Duke Energy seller in Q3 2015 was Franklin Resources, an estimated $186M sold.
Based on aggregated 13F filings for Q3 2015.