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Duke Energy Corp Series A Preferred Stock
DUK.PRA

7 hedge funds and large institutions have $29.2M invested in Duke Energy Corp Series A Preferred Stock in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,778% more capital invested

Capital invested by funds: $752K → $29.2M (+$28.4M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

17% more funds holding

Funds holding: 6 → 7 (+1)

2.49% more ownership

Funds ownership: 0.07% → 2.56% (+2.5%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$27.8M
2
VAM
Verity Asset Management
North Carolina
+$463K
3
RMC
Resources Management Corp
Connecticut
+$5.66K

Top Sellers

Rank Fund Capital Flow
1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bramshill Investments
Florida
$28M +$27.8M +983,588 New
VAM
2
Verity Asset Management
North Carolina
$754K +$463K +16,383 +163%
MCM
3
Mengis Capital Management
Oregon
$286K – – –
AA
4
Ancora Advisors
Ohio
$46K – – –
HWA
5
Heritage Wealth Advisors
Virginia
$29K – – –
AA
6
AlphaMark Advisors
Kentucky
$16K – – –
RMC
7
Resources Management Corp
Connecticut
$6K +$5.66K +200 New
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
– -$112K -4,056 Closed

DUK.PRA Hedge Fund Activity: Q4 2020 in Review

7 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp Series A Preferred Stock (DUK.PRA) for Q4 2020, worth a combined $29.2M — up 3,778% from $752K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DUK.PRA positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $27.8M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $112K sold.

  • 7 institutional investors held Duke Energy Corp Series A Preferred Stock (DUK.PRA) as of Q4 2020, up from 6 in Q3 2020.
  • Funds reported $29.2M of Duke Energy Corp Series A Preferred Stock stock for Q4 2020, up 3,778% quarter-over-quarter.
  • 2 funds opened new Duke Energy Corp Series A Preferred Stock positions in Q4 2020 and 1 closed out, a net change of +1 holder.
  • The largest Duke Energy Corp Series A Preferred Stock buyer in Q4 2020 was Bramshill Investments, an estimated $27.8M added.
  • The largest Duke Energy Corp Series A Preferred Stock seller in Q4 2020 was Cary Street Partners Investment Advisory, an estimated $112K sold.

Based on aggregated 13F filings for Q4 2020.