Duke Energy
1,463 hedge funds and large institutions have $39.6B invested in Duke Energy in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 568 increasing their positions, 515 reducing their positions, and 76 closing their positions.
89% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 76
78% more call options, than puts
Call options by funds: $553M | Put options by funds: $311M
10% more repeat investments, than reductions
Existing positions increased: 568 | Existing positions reduced: 515
4% more funds holding
Funds holding: 1,407 → 1,463 (+56)
4% more capital invested
Capital invested by funds: $38.3B → $39.6B (+$1.36B)
1.69% less ownership
Funds ownership: 62.24% → 60.55% (-1.7%)
10% less funds holding in top 10
Funds holding in top 10: 31 → 28 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$204M |
| 2 |
State Street
Boston,
Massachusetts
|
+$140M |
| 3 |
BlackRock
New York
|
+$112M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$101M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$672M |
| 2 |
Goldman Sachs
New York
|
-$125M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$87.8M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$79.4M |
DUK Hedge Fund Activity: Q1 2019 in Review
1,463 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2019, worth a combined $39.6B — up 3.5% from $38.3B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new DUK positions and 76 closed out — a net gain of 68 holders — while 568 added to existing stakes and 515 trimmed.
The largest buyer was Vanguard Group, adding an estimated $204M. The largest seller was T. Rowe Price Associates, cutting an estimated $672M.
- 1,463 institutional investors held Duke Energy (DUK) as of Q1 2019, up from 1,407 in Q4 2018.
- Funds reported $39.6B of Duke Energy stock for Q1 2019, up 3.5% quarter-over-quarter.
- 144 funds opened new Duke Energy positions in Q1 2019 and 76 closed out, a net change of +68 holders.
- The largest Duke Energy buyer in Q1 2019 was Vanguard Group, an estimated $204M added.
- The largest Duke Energy seller in Q1 2019 was T. Rowe Price Associates, an estimated $672M sold.
Based on aggregated 13F filings for Q1 2019.