Duke Energy
1,213 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 479 increasing their positions, 444 reducing their positions, and 66 closing their positions.
49% more call options, than puts
Call options by funds: $270M | Put options by funds: $182M
24% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 66
7% more capital invested
Capital invested by funds: $29.9B → $32B (+$2.1B)
8% more repeat investments, than reductions
Existing positions increased: 479 | Existing positions reduced: 444
0% more funds holding
Funds holding: 1,209 → 1,213 (+4)
0.17% less ownership
Funds ownership: 55.95% → 55.78% (-0.17%)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.28B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$186M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$153M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.5M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$83.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$169M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$122M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$107M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$93.5M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$76.1M |
DUK Hedge Fund Activity: Q1 2017 in Review
1,213 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2017, worth a combined $32B — up 7% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new DUK positions and 66 closed out — a net gain of 16 holders — while 479 added to existing stakes and 444 trimmed.
The largest buyer was BlackRock, adding an estimated $3.28B. The largest seller was Capital Research Global Investors, cutting an estimated $169M.
- 1,213 institutional investors held Duke Energy (DUK) as of Q1 2017, up from 1,209 in Q4 2016.
- Funds reported $32B of Duke Energy stock for Q1 2017, up 7% quarter-over-quarter.
- 82 funds opened new Duke Energy positions in Q1 2017 and 66 closed out, a net change of +16 holders.
- The largest Duke Energy buyer in Q1 2017 was BlackRock, an estimated $3.28B added.
- The largest Duke Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2017.