Duke Energy
1,832 hedge funds and large institutions have $50.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 777 increasing their positions, 595 reducing their positions, and 92 closing their positions.
126% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 92
69% more call options, than puts
Call options by funds: $712M | Put options by funds: $421M
50% more funds holding in top 10
Funds holding in top 10: 16 → 24 (+8)
31% more repeat investments, than reductions
Existing positions increased: 777 | Existing positions reduced: 595
12% more capital invested
Capital invested by funds: $45.4B → $50.7B (+$5.29B)
4% more funds holding
Funds holding: 1,754 → 1,832 (+78)
0.61% more ownership
Funds ownership: 63.44% → 64.06% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$460M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$306M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$179M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$132M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$563M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$147M |
| 3 |
State Street
Boston,
Massachusetts
|
-$111M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.6M |
| 5 |
Cohen & Steers
New York
|
-$94.5M |
DUK Hedge Fund Activity: Q4 2022 in Review
1,832 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2022, worth a combined $50.7B — up 12% from $45.4B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new DUK positions and 92 closed out — a net gain of 116 holders — while 777 added to existing stakes and 595 trimmed.
The largest buyer was BlackRock, adding an estimated $460M. The largest seller was Wellington Management Group, cutting an estimated $563M.
- 1,832 institutional investors held Duke Energy (DUK) as of Q4 2022, up from 1,754 in Q3 2022.
- Funds reported $50.7B of Duke Energy stock for Q4 2022, up 12% quarter-over-quarter.
- 208 funds opened new Duke Energy positions in Q4 2022 and 92 closed out, a net change of +116 holders.
- The largest Duke Energy buyer in Q4 2022 was BlackRock, an estimated $460M added.
- The largest Duke Energy seller in Q4 2022 was Wellington Management Group, an estimated $563M sold.
Based on aggregated 13F filings for Q4 2022.