Duke Energy
1,525 hedge funds and large institutions have $41.4B invested in Duke Energy in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 577 increasing their positions, 618 reducing their positions, and 106 closing their positions.
93% more call options, than puts
Call options by funds: $501M | Put options by funds: $260M
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
17% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 106
10% more capital invested
Capital invested by funds: $37.6B → $41.4B (+$3.84B)
0% more funds holding
Funds holding: 1,523 → 1,525 (+2)
0.29% less ownership
Funds ownership: 63.97% → 63.68% (-0.29%)
7% less repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 618
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$486M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$154M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$146M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$107M |
| 5 |
Morgan Stanley
New York
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$221M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$159M |
| 3 |
State Street
Boston,
Massachusetts
|
-$117M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$109M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$107M |
DUK Hedge Fund Activity: Q3 2020 in Review
1,525 of the 4,971 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2020, worth a combined $41.4B — up 10% from $37.6B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new DUK positions and 106 closed out — a net gain of 18 holders — while 577 added to existing stakes and 618 trimmed.
The largest buyer was Franklin Resources, adding an estimated $486M. The largest seller was Renaissance Technologies, cutting an estimated $221M.
- 1,525 institutional investors held Duke Energy (DUK) as of Q3 2020, up from 1,523 in Q2 2020.
- Funds reported $41.4B of Duke Energy stock for Q3 2020, up 10% quarter-over-quarter.
- 124 funds opened new Duke Energy positions in Q3 2020 and 106 closed out, a net change of +18 holders.
- The largest Duke Energy buyer in Q3 2020 was Franklin Resources, an estimated $486M added.
- The largest Duke Energy seller in Q3 2020 was Renaissance Technologies, an estimated $221M sold.
Based on aggregated 13F filings for Q3 2020.