Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
7 hedge funds and large institutions have $12M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0.29% less ownership
Funds ownership: 2.91% → 2.61% (-0.29%)
7% less capital invested
Capital invested by funds: $12.9M → $12M (-$909K)
13% less funds holding
Funds holding: 8 → 7 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$815K |
| 2 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$219K |
| 3 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$207K |
| 4 |
RIG
Roosevelt Investment Group
New York
|
+$92.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$24.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
1
Capstone Asset Management
Houston,
Texas
| $5.01M | +$219K | +8,166 | +5% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $4.02M | +$92.7K | +3,450 | +2% |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.91M | +$815K | +30,325 | +75% |
|
|
SOAMC
4
Spirit of America Management Corp
Syosset,
New York
| $478K | – | – | – |
|
|
KIA
5
KCM Investment Advisors
Greenbrae,
California
| $350K | -$24.2K | -900 | -6% |
|
|
FWCM
6
Ferguson Wellman Capital Management
Portland,
Oregon
| $207K | +$207K | +7,690 | New |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
PBI.PRB Hedge Fund Activity: Q4 2015 in Review
7 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) for Q4 2015, worth a combined $12M — down 7% from $12.9M 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 1 trimmed.
The largest buyer was MassMutual Private Wealth & Trust, adding an estimated $815K. The largest seller was KCM Investment Advisors, cutting an estimated $24.2K.
- 7 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q4 2015, down from 8 in Q3 2015.
- Funds reported $12M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q4 2015, down 7% quarter-over-quarter.
- 1 fund opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q4 2015 and 0 closed out, a net change of +1 holder.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q4 2015 was MassMutual Private Wealth & Trust, an estimated $815K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q4 2015 was KCM Investment Advisors, an estimated $24.2K sold.
Based on aggregated 13F filings for Q4 2015.