Duke Energy
1,914 hedge funds and large institutions have $48.4B invested in Duke Energy in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 772 increasing their positions, 736 reducing their positions, and 118 closing their positions.
85% more call options, than puts
Call options by funds: $622M | Put options by funds: $337M
28% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 118
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
5% more repeat investments, than reductions
Existing positions increased: 772 | Existing positions reduced: 736
0% more funds holding
Funds holding: 1,908 → 1,914 (+6)
2% less capital invested
Capital invested by funds: $49.3B → $48.4B (-$939M)
1.11% less ownership
Funds ownership: 66.04% → 64.93% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$106M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
+$104M |
| 3 |
Cohen & Steers
New York
|
+$101M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$92.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$758M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$321M |
| 3 |
State Street
Boston,
Massachusetts
|
-$307M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$245M |
| 5 |
BlackRock
New York
|
-$111M |
DUK Hedge Fund Activity: Q1 2024 in Review
1,914 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2024, worth a combined $48.4B — down 1.9% from $49.3B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new DUK positions and 118 closed out — a net gain of 33 holders — while 772 added to existing stakes and 736 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $106M. The largest seller was Neuberger Berman Group, cutting an estimated $758M.
- 1,914 institutional investors held Duke Energy (DUK) as of Q1 2024, up from 1,908 in Q4 2023.
- Funds reported $48.4B of Duke Energy stock for Q1 2024, down 1.9% quarter-over-quarter.
- 151 funds opened new Duke Energy positions in Q1 2024 and 118 closed out, a net change of +33 holders.
- The largest Duke Energy buyer in Q1 2024 was Geode Capital Management, an estimated $106M added.
- The largest Duke Energy seller in Q1 2024 was Neuberger Berman Group, an estimated $758M sold.
Based on aggregated 13F filings for Q1 2024.