Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
9 hedge funds and large institutions have $13.5M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
9% more capital invested
Capital invested by funds: $12.4M → $13.5M (+$1.07M)
0.23% more ownership
Funds ownership: 2.74% → 2.96% (+0.23%)
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
|
+$741K |
| 2 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
+$269K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$138K |
| 4 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$41.8K |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$31.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Banta Asset Management
Newport Beach,
California
|
-$183K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$5.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
1
Capstone Asset Management
Houston,
Texas
| $3.8M | +$41.8K | +1,553 | +1% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $3.39M | +$741K | +27,525 | +28% |
|
|
BAM
3
Banta Asset Management
Newport Beach,
California
| $2.87M | -$183K | -6,808 | -6% |
|
|
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.4M | +$31.6K | +1,175 | +2% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $625K | +$138K | +5,125 | +28% |
|
|
CNB
6
City National Bank
Beverly Hills,
California
| $535K | – | – | – |
|
|
SOAMC
7
Spirit of America Management Corp
Syosset,
New York
| $473K | +$269K | +10,000 | +130% |
|
|
KIA
8
KCM Investment Advisors
Greenbrae,
California
| $372K | -$5.38K | -200 | -1% |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$5.38K | +200 | New |
|
PBI.PRB Hedge Fund Activity: Q1 2015 in Review
9 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) for Q1 2015, worth a combined $13.5M — up 8.7% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PBI.PRB positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $741K. The largest seller was Banta Asset Management, cutting an estimated $183K.
- 9 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q1 2015, up from 8 in Q4 2014.
- Funds reported $13.5M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q1 2015, up 8.7% quarter-over-quarter.
- 1 fund opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q1 2015 and 0 closed out, a net change of +1 holder.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q1 2015 was Roosevelt Investment Group, an estimated $741K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q1 2015 was Banta Asset Management, an estimated $183K sold.
Based on aggregated 13F filings for Q1 2015.