Duke Energy
DUK
1,222 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 475 increasing their positions, 448 reducing their positions, and 56 closing their positions.
82% more capital inflows, than outflows
Capital inflows: $1.49B | Capital outflows: $820M
18% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 56
1.03% more ownership
Funds ownership: 56.33% → 57.35% (+1%)
6% more repeat investments, than reductions
Existing positions increased: 475 | Existing positions reduced: 448
0% more funds holding
Funds holding: 1,221 → 1,222 (+1)
10% less call options, than puts
Call options by funds: $255M | Put options by funds: $284M
33% less funds holding in top 10
Funds holding in top 10: 18 → 12 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$270M |
| 2 |
BlackRock
New York
|
+$159M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$124M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$72.7M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Waddell & Reed Financial
Overland Park,
Kansas
|
-$57.4M |
| 2 |
USS Investment Management
London,
United Kingdom
|
-$51.6M |
| 3 |
PGGM Investments
Zeist,
Netherlands
|
-$50.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$49.9M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$40.1M |
DUK Hedge Fund Activity: Q3 2017 in Review
1,222 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2017, worth a combined $33.7B — up 2.2% from $33B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new DUK positions and 56 closed out — a net gain of 10 holders — while 475 added to existing stakes and 448 trimmed.
The largest buyer was Bank of America, adding an estimated $270M. The largest seller was Waddell & Reed Financial, cutting an estimated $57.4M.
- 1,222 institutional investors held Duke Energy (DUK) as of Q3 2017, up from 1,221 in Q2 2017.
- Funds reported $33.7B of Duke Energy stock for Q3 2017, up 2.2% quarter-over-quarter.
- 66 funds opened new Duke Energy positions in Q3 2017 and 56 closed out, a net change of +10 holders.
- The largest Duke Energy buyer in Q3 2017 was Bank of America, an estimated $270M added.
- The largest Duke Energy seller in Q3 2017 was Waddell & Reed Financial, an estimated $57.4M sold.
Based on aggregated 13F filings for Q3 2017.