Duke Energy
1,221 hedge funds and large institutions have $33B invested in Duke Energy in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 468 increasing their positions, 466 reducing their positions, and 48 closing their positions.
42% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 48
29% more call options, than puts
Call options by funds: $331M | Put options by funds: $257M
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
3% more capital invested
Capital invested by funds: $32B → $33B (+$941M)
1% more funds holding
Funds holding: 1,213 → 1,221 (+8)
0.54% more ownership
Funds ownership: 55.78% → 56.33% (+0.54%)
0% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 466
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$273M |
| 2 |
JP Morgan Chase
New York
|
+$193M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$132M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$82.4M |
| 5 |
Barclays
London,
United Kingdom
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$193M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$70.8M |
| 3 |
Morgan Stanley
New York
|
-$56.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$51.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$43.3M |
DUK Hedge Fund Activity: Q2 2017 in Review
1,221 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2017, worth a combined $33B — up 2.9% from $32B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DUK positions and 48 closed out — a net gain of 20 holders — while 468 added to existing stakes and 466 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $273M. The largest seller was Capital Research Global Investors, cutting an estimated $193M.
- 1,221 institutional investors held Duke Energy (DUK) as of Q2 2017, up from 1,213 in Q1 2017.
- Funds reported $33B of Duke Energy stock for Q2 2017, up 2.9% quarter-over-quarter.
- 68 funds opened new Duke Energy positions in Q2 2017 and 48 closed out, a net change of +20 holders.
- The largest Duke Energy buyer in Q2 2017 was Massachusetts Financial Services, an estimated $273M added.
- The largest Duke Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $193M sold.
Based on aggregated 13F filings for Q2 2017.