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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078

3 hedge funds and large institutions have $13.5M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

13% more capital invested

Capital invested by funds: $12M → $13.5M (+$1.51M)

0.38% more ownership

Funds ownership: 2.25%2.63% (+0.38%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Bartlett & Co
Ohio
$6.43M +$664K +25,565 +11%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$6.43M +$664K +25,565 +11%
IR
3
IAT Reinsurance
New York
$647K +$650K +25,000 New

DUKB Hedge Fund Activity: Q1 2022 in Review

3 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q1 2022, worth a combined $13.5M — up 13% from $12M a quarter earlier.

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

The largest buyer was Bartlett & Co, adding an estimated $664K.

  • 3 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q1 2022, up from 2 in Q4 2021.
  • Funds reported $13.5M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q1 2022, up 13% quarter-over-quarter.
  • 1 fund opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q1 2022 and 0 closed out, a net change of +1 holder.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 buyer in Q1 2022 was Bartlett & Co, an estimated $664K added.

Based on aggregated 13F filings for Q1 2022.