Duke Energy
1,164 hedge funds and large institutions have $33.8B invested in Duke Energy in 2016 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 493 increasing their positions, 393 reducing their positions, and 49 closing their positions.
76% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 49
61% more call options, than puts
Call options by funds: $277M | Put options by funds: $172M
25% more repeat investments, than reductions
Existing positions increased: 493 | Existing positions reduced: 393
8% more capital invested
Capital invested by funds: $31.4B → $33.8B (+$2.42B)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
2% more funds holding
Funds holding: 1,137 → 1,164 (+27)
0.73% more ownership
Funds ownership: 56.62% → 57.35% (+0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$160M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$74.3M |
| 4 |
Barclays
London,
United Kingdom
|
+$63.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$60.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$129M |
| 2 |
Renaissance Technologies
New York
|
-$107M |
| 3 |
ZP
Zimmer Partners
New York
|
-$101M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$68M |
DUK Hedge Fund Activity: Q2 2016 in Review
1,164 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2016, worth a combined $33.8B — up 7.7% from $31.4B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new DUK positions and 49 closed out — a net gain of 37 holders — while 493 added to existing stakes and 393 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $160M. The largest seller was Franklin Resources, cutting an estimated $129M.
- 1,164 institutional investors held Duke Energy (DUK) as of Q2 2016, up from 1,137 in Q1 2016.
- Funds reported $33.8B of Duke Energy stock for Q2 2016, up 7.7% quarter-over-quarter.
- 86 funds opened new Duke Energy positions in Q2 2016 and 49 closed out, a net change of +37 holders.
- The largest Duke Energy buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $160M added.
- The largest Duke Energy seller in Q2 2016 was Franklin Resources, an estimated $129M sold.
Based on aggregated 13F filings for Q2 2016.