Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
10 hedge funds and large institutions have $12.9M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2016 Q1 according to their latest regulatory filings, with 3 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
43% more funds holding
Funds holding: 7 → 10 (+3)
8% more capital invested
Capital invested by funds: $12M → $12.9M (+$900K)
0.14% more ownership
Funds ownership: 2.61% → 2.76% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$160K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$82.5K |
| 3 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
+$24.6K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$20.1K |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$370K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
1
Capstone Asset Management
Houston,
Texas
| $5.16M | +$160K | +5,971 | +3% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $3.64M | -$370K | -13,775 | -9% |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.99M | +$82.5K | +3,075 | +4% |
|
|
SFG
4
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $1M | +$722K | +26,890 | New |
|
|
SOAMC
5
Spirit of America Management Corp
Syosset,
New York
| $476K | – | – | – |
|
|
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $350K | – | – | – |
|
|
FWCM
7
Ferguson Wellman Capital Management
Portland,
Oregon
| $207K | – | – | – |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | +$20.1K | +750 | +375% |
|
|
VIA
9
Vantage Investment Advisors
State College,
Pennsylvania
| $25K | +$24.6K | +918 | New |
|
|
AWMS
10
Advocacy Wealth Management Services
Atlanta,
Georgia
| $11K | +$10.7K | +400 | New |
|
PBI.PRB Hedge Fund Activity: Q1 2016 in Review
10 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 2016, worth a combined $12.9M — up 7.5% from $12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBI.PRB positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Capstone Asset Management, adding an estimated $160K. The largest seller was Roosevelt Investment Group, cutting an estimated $370K.
- 10 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q1 2016, up from 7 in Q4 2015.
- Funds reported $12.9M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q1 2016, up 7.5% quarter-over-quarter.
- 3 funds opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q1 2016 and 0 closed out, a net change of +3 holders.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q1 2016 was Capstone Asset Management, an estimated $160K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q1 2016 was Roosevelt Investment Group, an estimated $370K sold.
Based on aggregated 13F filings for Q1 2016.