If there are issues, there are investors behind them. Traditional investment banks will hire a group of professionals called the syndication desk to handle the allocation of security issues to investors who can buy these shares and bonds.
If we consider the role of the syndication desk of the investment bank, our work will be to identify the cornerstone investors of the upcoming new issues with Duke Energy, as the CFO has the funding needs in equities. To do so, we will use the institutional holding data of US stocks from SEC filing via Quandl/Sharadar, which will help us find out the investment preferences of investors who share similar interests and match those with the investors who also hold similar stocks, such as Duke Energy.
With regard to who to sell to, we will take the largest investors of US stocks as our universe of investors. The syndicated desk's job is to sell the major position of any equity issues to these investors...
