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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

4 hedge funds and large institutions have $25.5M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more capital invested

Capital invested by funds: $13.1M → $25.5M (+$12.3M)

33% more funds holding

Funds holding: 3 → 4 (+1)

2.61% more ownership

Funds ownership: 2.61% → 5.22% (+2.6%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% 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
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Connectus Wealth
Ohio
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
-$104K
2
BCWM
Bartlett & Co Wealth Management
Ohio
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
Connectus Wealth
Ohio
$12.9M +$13.4M +530,960 New
BC
2
Bartlett & Co
Ohio
$5.98M -$104K -4,125 -2%
BCWM
3
Bartlett & Co Wealth Management
Ohio
$5.98M -$104K -4,125 -2%
IR
4
IAT Reinsurance
New York
$608K – – –

DUKB Hedge Fund Activity: Q3 2022 in Review

4 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q3 2022, worth a combined $25.5M — up 94% from $13.1M a quarter earlier.

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

The largest buyer was Connectus Wealth, opening a new position worth an estimated $13.4M. The largest seller was Bartlett & Co, cutting an estimated $104K.

  • 4 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q3 2022, up from 3 in Q2 2022.
  • Funds reported $25.5M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q3 2022, up 94% quarter-over-quarter.
  • 1 fund opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q3 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 Q3 2022 was Connectus Wealth, an estimated $13.4M added.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q3 2022 was Bartlett & Co, an estimated $104K sold.

Based on aggregated 13F filings for Q3 2022.