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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

3 hedge funds and large institutions have $8.09M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $7.92M → $8.09M (+$175K)

0.12% less ownership

Funds ownership: 1.74% → 1.61% (-0.12%)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
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
BC
Bartlett & Co
Ohio
-$245K
2
BCWM
Bartlett & Co Wealth Management
Ohio
-$245K
3
RFA
Register Financial Advisors
Georgia
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Bartlett & Co
Ohio
$3.73M -$245K -9,880 -6%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$3.73M -$245K -9,880 -6%
IR
3
IAT Reinsurance
New York
$628K – – –
RFA
4
Register Financial Advisors
Georgia
– -$103K -4,500 Closed

DUKB Hedge Fund Activity: Q1 2023 in Review

3 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q1 2023, worth a combined $8.09M — up 2.2% from $7.92M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of DUKB and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.

The largest seller was Bartlett & Co, cutting an estimated $245K.

  • 3 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q1 2023, down from 4 in Q4 2022.
  • Funds reported $8.09M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q1 2023, up 2.2% quarter-over-quarter.
  • 0 funds opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q1 2023 and 1 closed out, a net change of -1 holder.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q1 2023 was Bartlett & Co, an estimated $245K sold.

Based on aggregated 13F filings for Q1 2023.