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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

4 hedge funds and large institutions have $7.92M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3.48% less ownership

Funds ownership: 5.22% → 1.74% (-3.5%)

69% less capital invested

Capital invested by funds: $25.5M → $7.92M (-$17.6M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
CW
Connectus Wealth
Ohio
-$12.9M
2
BC
Bartlett & Co
Ohio
-$2.04M
3
BCWM
Bartlett & Co Wealth Management
Ohio
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Bartlett & Co
Ohio
$3.62M -$2.04M -85,210 -35%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$3.62M -$2.04M -85,210 -35%
IR
3
IAT Reinsurance
New York
$570K – – –
RFA
4
Register Financial Advisors
Georgia
$103K +$108K +4,500 New
CW
5
Connectus Wealth
Ohio
– -$12.9M -530,960 Closed

DUKB Hedge Fund Activity: Q4 2022 in Review

4 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q4 2022, worth a combined $7.92M — down 69% from $25.5M a quarter earlier.

Fund positioning in DUKB was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.

The largest seller was Connectus Wealth, exiting entirely with an estimated $12.9M sold.

  • 4 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $7.92M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q4 2022, down 69% quarter-over-quarter.
  • 1 fund opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q4 2022 and 1 closed out, a net change of 0 holders.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q4 2022 was Connectus Wealth, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2022.