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DUKB

Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078
DUKB

3 hedge funds and large institutions have $7M invested in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

0.04% less ownership

Funds ownership: 1.5% → 1.46% (-0.04%)

7% less capital invested

Capital invested by funds: $7.55M → $7M (-$550K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

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
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
+$198

Top Sellers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
-$95.3K
2
BCWM
Bartlett & Co Wealth Management
Ohio
-$95.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1
Bartlett & Co Wealth Management
Ohio
$3.5M -$95.3K -3,850 -3%
BC
2
Bartlett & Co
Ohio
$3.5M -$95.3K -3,850 -3%
OP
3
ORG Partners
Indiana
$192 +$198 +8 New

DUKB Hedge Fund Activity: Q3 2023 in Review

3 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) for Q3 2023, worth a combined $7M — down 7.3% from $7.55M 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 ORG Partners, opening a new position worth an estimated $198. The largest seller was Bartlett & Co, cutting an estimated $95.3K.

  • 3 institutional investors held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $7M of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 1 fund opened new Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 positions in Q3 2023 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 2023 was ORG Partners, an estimated $198 added.
  • The largest Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 seller in Q3 2023 was Bartlett & Co, an estimated $95.3K sold.

Based on aggregated 13F filings for Q3 2023.