Duke Energy
1,804 hedge funds and large institutions have $44.1B invested in Duke Energy in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 778 increasing their positions, 672 reducing their positions, and 100 closing their positions.
53% more call options, than puts
Call options by funds: $360M | Put options by funds: $236M
16% more repeat investments, than reductions
Existing positions increased: 778 | Existing positions reduced: 672
5% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 100
0.24% more ownership
Funds ownership: 63.55% → 63.79% (+0.24%)
1% less funds holding
Funds holding: 1,816 → 1,804 (-12)
7% less capital invested
Capital invested by funds: $47.3B → $44.1B (-$3.16B)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$136M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$108M |
| 3 |
Two Sigma Investments
New York
|
+$80.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$76.7M |
| 5 |
Neuberger Berman Group
New York
|
+$71.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$200M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$193M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$75.2M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$68.8M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$55.5M |
DUK Hedge Fund Activity: Q2 2023 in Review
1,804 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2023, worth a combined $44.1B — down 6.7% from $47.3B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new DUK positions and 100 closed out — a net gain of 5 holders — while 778 added to existing stakes and 672 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $136M. The largest seller was BlackRock, cutting an estimated $200M.
- 1,804 institutional investors held Duke Energy (DUK) as of Q2 2023, down from 1,816 in Q1 2023.
- Funds reported $44.1B of Duke Energy stock for Q2 2023, down 6.7% quarter-over-quarter.
- 105 funds opened new Duke Energy positions in Q2 2023 and 100 closed out, a net change of +5 holders.
- The largest Duke Energy buyer in Q2 2023 was Capital Research Global Investors, an estimated $136M added.
- The largest Duke Energy seller in Q2 2023 was BlackRock, an estimated $200M sold.
Based on aggregated 13F filings for Q2 2023.