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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

3 hedge funds and large institutions have $1.77M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

11% less capital invested

Capital invested by funds: $2M → $1.77M (-$222K)

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
+$56.5K
2
SAM
Securian Asset Management
Minnesota
+$48.4K
3
SIM
Sonora Investment Management
Arizona
+$753

Top Sellers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Securian Asset Management
Minnesota
$1.07M +$48.4K +1,800 +5%
EWM
2
Edge Wealth Management
New York
$702K +$56.5K +2,100 +8%
SIM
3
Sonora Investment Management
Arizona
$1K +$753 +28 New
AUB
4
Atlantic Union Bankshares
Virginia
– -$231K -8,525 Closed

DUKB Hedge Fund Activity: Q1 2020 in Review

3 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q1 2020, worth a combined $1.77M — down 11% from $2M a quarter earlier.

Fund positioning in DUKB was balanced in Q1 2020: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Edge Wealth Management, adding an estimated $56.5K. The largest seller was Atlantic Union Bankshares, exiting entirely with an estimated $231K sold.

  • 3 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $1.77M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q1 2020, down 11% quarter-over-quarter.
  • 1 fund opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q1 2020 and 1 closed out, a net change of 0 holders.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 buyer in Q1 2020 was Edge Wealth Management, an estimated $56.5K added.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q1 2020 was Atlantic Union Bankshares, an estimated $231K sold.

Based on aggregated 13F filings for Q1 2020.