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Duke Energy
DUK

1,642 hedge funds and large institutions have $46.6B invested in Duke Energy in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 740 increasing their positions, 545 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 740 | Existing positions reduced: 545

23% more call options, than puts

Call options by funds: $458M | Put options by funds: $372M

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

0.62% less ownership

Funds ownership: 62.71% → 62.09% (-0.62%)

1% less funds holding

Funds holding: 1,656 → 1,642 (-14)

2% less capital invested

Capital invested by funds: $47.6B → $46.6B (-$1.01B)

15% less funds holding in top 10

Funds holding in top 10: 20 → 17 (-3)

Holders
1,642
Holders Change
-14
Holders Change %
-0.85%
% of All Funds
28.67%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.3%
New
88
Increased
740
Reduced
545
Closed
77
Calls
$458M
Puts
$372M
Net Calls
+$85.8M
Net Calls Change
+$82.2M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$197M
2
BlackRock
BlackRock
New York
+$119M
3
Renaissance Technologies
Renaissance Technologies
New York
+$105M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$80.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$309M
2
Ameriprise
Ameriprise
Minnesota
-$211M
3
JP Morgan Chase
JP Morgan Chase
New York
-$204M
4
Franklin Resources
Franklin Resources
California
-$128M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9M

DUK Hedge Fund Activity: Q3 2021 in Review

1,642 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2021, worth a combined $46.6B — down 2.1% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new DUK positions and 77 closed out — a net gain of 11 holders — while 740 added to existing stakes and 545 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $197M. The largest seller was Invesco, cutting an estimated $309M.

  • 1,642 institutional investors held Duke Energy (DUK) as of Q3 2021, down from 1,656 in Q2 2021.
  • Funds reported $46.6B of Duke Energy stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 88 funds opened new Duke Energy positions in Q3 2021 and 77 closed out, a net change of +11 holders.
  • The largest Duke Energy buyer in Q3 2021 was Cohen & Steers, an estimated $197M added.
  • The largest Duke Energy seller in Q3 2021 was Invesco, an estimated $309M sold.

Based on aggregated 13F filings for Q3 2021.