Duke Energy
1,137 hedge funds and large institutions have $31.4B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 489 increasing their positions, 360 reducing their positions, and 51 closing their positions.
107% more call options, than puts
Call options by funds: $254M | Put options by funds: $123M
98% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 51
44% more funds holding in top 10
Funds holding in top 10: 18 → 26 (+8)
36% more repeat investments, than reductions
Existing positions increased: 489 | Existing positions reduced: 360
17% more capital invested
Capital invested by funds: $26.8B → $31.4B (+$4.65B)
4% more funds holding
Funds holding: 1,098 → 1,137 (+39)
2.15% more ownership
Funds ownership: 54.46% → 56.62% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$322M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$263M |
| 3 |
State Street
Boston,
Massachusetts
|
+$169M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$160M |
| 5 |
Goldman Sachs
New York
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$258M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$216M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$181M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$154M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$150M |
DUK Hedge Fund Activity: Q1 2016 in Review
1,137 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2016, worth a combined $31.4B — up 17% from $26.8B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new DUK positions and 51 closed out — a net gain of 50 holders — while 489 added to existing stakes and 360 trimmed.
The largest buyer was Capital World Investors, adding an estimated $322M. The largest seller was Wellington Management Group, cutting an estimated $258M.
- 1,137 institutional investors held Duke Energy (DUK) as of Q1 2016, up from 1,098 in Q4 2015.
- Funds reported $31.4B of Duke Energy stock for Q1 2016, up 17% quarter-over-quarter.
- 101 funds opened new Duke Energy positions in Q1 2016 and 51 closed out, a net change of +50 holders.
- The largest Duke Energy buyer in Q1 2016 was Capital World Investors, an estimated $322M added.
- The largest Duke Energy seller in Q1 2016 was Wellington Management Group, an estimated $258M sold.
Based on aggregated 13F filings for Q1 2016.