Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
9 hedge funds and large institutions have $10.9M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
9% more capital invested
Capital invested by funds: $10M → $10.9M (+$881K)
0.17% more ownership
Funds ownership: 2.63% → 2.8% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$511K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$136K |
| 3 |
WAM
Weatherly Asset Management
Del Mar,
California
|
+$124K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Capstone Asset Management
Houston,
Texas
|
-$117K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$20.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
1
Capstone Asset Management
Houston,
Texas
| $3.29M | -$117K | -4,522 | -3% |
|
|
BAM
2
Banta Asset Management
Newport Beach,
California
| $3.01M | – | – | – |
|
|
RIG
3
Roosevelt Investment Group
New York
| $2.33M | +$511K | +19,725 | +28% |
|
|
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.02M | +$136K | +5,250 | +15% |
|
|
CNB
5
City National Bank
Beverly Hills,
California
| $519K | – | – | – |
|
|
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $366K | -$20.7K | -800 | -5% |
|
|
SOAMC
7
Spirit of America Management Corp
Syosset,
New York
| $200K | – | – | – |
|
|
WAM
8
Weatherly Asset Management
Del Mar,
California
| $125K | +$124K | +4,800 | New |
|
|
9
Ameriprise
Minneapolis,
Minnesota
| $36K | +$25.9K | +1,000 | +250% |
|
PBI.PRB Hedge Fund Activity: Q2 2014 in Review
9 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) for Q2 2014, worth a combined $10.9M — up 8.8% from $10M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PBI.PRB positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $511K. The largest seller was Capstone Asset Management, cutting an estimated $117K.
- 9 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q2 2014, up from 8 in Q1 2014.
- Funds reported $10.9M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q2 2014, up 8.8% quarter-over-quarter.
- 1 fund opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q2 2014 and 0 closed out, a net change of +1 holder.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q2 2014 was Roosevelt Investment Group, an estimated $511K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q2 2014 was Capstone Asset Management, an estimated $117K sold.
Based on aggregated 13F filings for Q2 2014.