Duke Energy
1,407 hedge funds and large institutions have $38.3B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.
124% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 82
63% more funds holding in top 10
Funds holding in top 10: 19 → 31 (+12)
21% more call options, than puts
Call options by funds: $445M | Put options by funds: $367M
12% more capital invested
Capital invested by funds: $34.1B → $38.3B (+$4.2B)
7% more funds holding
Funds holding: 1,320 → 1,407 (+87)
2.51% more ownership
Funds ownership: 59.74% → 62.24% (+2.5%)
3% less repeat investments, than reductions
Existing positions increased: 502 | Existing positions reduced: 518
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$743M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$427M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$186M |
| 4 |
Renaissance Technologies
New York
|
+$184M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$226M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$169M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$161M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$137M |
| 5 |
Two Sigma Investments
New York
|
-$120M |
DUK Hedge Fund Activity: Q4 2018 in Review
1,407 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2018, worth a combined $38.3B — up 12% from $34.1B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new DUK positions and 82 closed out — a net gain of 102 holders — while 502 added to existing stakes and 518 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $743M. The largest seller was Zimmer Partners, cutting an estimated $226M.
- 1,407 institutional investors held Duke Energy (DUK) as of Q4 2018, up from 1,320 in Q3 2018.
- Funds reported $38.3B of Duke Energy stock for Q4 2018, up 12% quarter-over-quarter.
- 184 funds opened new Duke Energy positions in Q4 2018 and 82 closed out, a net change of +102 holders.
- The largest Duke Energy buyer in Q4 2018 was T. Rowe Price Associates, an estimated $743M added.
- The largest Duke Energy seller in Q4 2018 was Zimmer Partners, an estimated $226M sold.
Based on aggregated 13F filings for Q4 2018.