We are live on ! Find out more
DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

2 hedge funds and large institutions have $12M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,984% more capital invested

Capital invested by funds: $576K → $12M (+$11.4M)

2.14% more ownership

Funds ownership: 0.11% → 2.25% (+2.1%)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
+$6.06M
2
BCWM
Bartlett & Co Wealth Management
Ohio
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
IR
IAT Reinsurance
New York
-$536K
2
SC
Sierra Capital
Florida
-$40K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1
Bartlett & Co Wealth Management
Ohio
$6M +$6.06M +224,631 New
BC
2
Bartlett & Co
Ohio
$6M +$6.06M +224,631 New
IR
3
IAT Reinsurance
New York
– -$536K -20,000 Closed
SC
4
Sierra Capital
Florida
– -$40K -1,432 Closed

DUKB Hedge Fund Activity: Q4 2021 in Review

2 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q4 2021, worth a combined $12M — up 1,984% from $576K a quarter earlier.

Fund positioning in DUKB was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Bartlett & Co, opening a new position worth an estimated $6.06M. The largest seller was IAT Reinsurance, exiting entirely with an estimated $536K sold.

  • 2 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $12M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q4 2021, up 1,984% quarter-over-quarter.
  • 2 funds opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q4 2021 and 2 closed out, a net change of 0 holders.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 buyer in Q4 2021 was Bartlett & Co, an estimated $6.06M added.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q4 2021 was IAT Reinsurance, an estimated $536K sold.

Based on aggregated 13F filings for Q4 2021.