Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073
DUKH
DUKH was delisted on the 6th of October, 2021.
3 hedge funds and large institutions have $7.87M invested in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
4% less capital invested
Capital invested by funds: $8.18M → $7.87M (-$308K)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.61M | +$177K | +6,764 | +2% |
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $190K | – | – | – |
|
|
LWA
3
Lenox Wealth Advisors
New York
| $69K | – | – | – |
|
|
SPIA
4
Steward Partners Investment Advisory
New York
| – | -$108K | -4,072 | Closed |
|
DUKH Hedge Fund Activity: Q3 2021 in Review
3 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) for Q3 2021, worth a combined $7.87M — down 3.8% from $8.18M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DUKH and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Crossmark Global Holdings, adding an estimated $177K. The largest seller was Steward Partners Investment Advisory, exiting entirely with an estimated $108K sold.
- 3 institutional investors held Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) as of Q3 2021, down from 4 in Q2 2021.
- Funds reported $7.87M of Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 stock for Q3 2021, down 3.8% quarter-over-quarter.
- 0 funds opened new Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 positions in Q3 2021 and 1 closed out, a net change of -1 holder.
- The largest Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 buyer in Q3 2021 was Crossmark Global Holdings, an estimated $177K added.
- The largest Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 seller in Q3 2021 was Steward Partners Investment Advisory, an estimated $108K sold.
Based on aggregated 13F filings for Q3 2021.