Duke Energy
1,340 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 463 reducing their positions, and 53 closing their positions.
243% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 53
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
10% more funds holding
Funds holding: 1,222 → 1,340 (+118)
6% more repeat investments, than reductions
Existing positions increased: 492 | Existing positions reduced: 463
0% less capital invested
Capital invested by funds: $33.7B → $33.7B (-$27.7M)
0.11% less ownership
Funds ownership: 57.35% → 57.24% (-0.11%)
21% less call options, than puts
Call options by funds: $247M | Put options by funds: $311M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$154M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$139M |
| 3 |
Two Sigma Advisers
New York
|
+$128M |
| 4 |
Two Sigma Investments
New York
|
+$72.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$365M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$184M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$90.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.5M |
DUK Hedge Fund Activity: Q4 2017 in Review
1,340 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2017, worth a combined $33.7B — down 0.08% from $33.7B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new DUK positions and 53 closed out — a net gain of 129 holders — while 492 added to existing stakes and 463 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $154M. The largest seller was Capital Research Global Investors, cutting an estimated $365M.
- 1,340 institutional investors held Duke Energy (DUK) as of Q4 2017, up from 1,222 in Q3 2017.
- Funds reported $33.7B of Duke Energy stock for Q4 2017, down 0.08% quarter-over-quarter.
- 182 funds opened new Duke Energy positions in Q4 2017 and 53 closed out, a net change of +129 holders.
- The largest Duke Energy buyer in Q4 2017 was Renaissance Technologies, an estimated $154M added.
- The largest Duke Energy seller in Q4 2017 was Capital Research Global Investors, an estimated $365M sold.
Based on aggregated 13F filings for Q4 2017.