Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
9 hedge funds and large institutions have $19.1M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
28% more capital invested
Capital invested by funds: $15M → $19.1M (+$4.13M)
1.05% more ownership
Funds ownership: 3.24% → 4.29% (+1.1%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$323K |
| 2 |
LAM
Lebenthal Asset Management
New York
|
+$10.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$104K |
| 2 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.22M | +$6.57M | +243,367 | New |
|
|
RIG
2
Roosevelt Investment Group
New York
| $6.12M | -$104K | -3,850 | -2% |
|
|
CAM
3
Capstone Asset Management
Houston,
Texas
| $5.73M | +$323K | +11,960 | +6% |
|
|
SOAMC
4
Spirit of America Management Corp
Syosset,
New York
| $472K | – | – | – |
|
|
KIA
5
KCM Investment Advisors
Greenbrae,
California
| $333K | – | – | – |
|
|
FWCM
6
Ferguson Wellman Capital Management
Portland,
Oregon
| $205K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
VIA
8
Vantage Investment Advisors
State College,
Pennsylvania
| $24K | – | – | – |
|
|
LAM
9
Lebenthal Asset Management
New York
| $11K | +$10.8K | +400 | New |
|
|
SFG
10
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$27K | -1,000 | Closed |
|
PBI.PRB Hedge Fund Activity: Q3 2016 in Review
9 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) for Q3 2016, worth a combined $19.1M — up 28% from $15M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBI.PRB positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Capstone Asset Management, adding an estimated $323K. The largest seller was Roosevelt Investment Group, cutting an estimated $104K.
- 9 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $19.1M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q3 2016, up 28% quarter-over-quarter.
- 2 funds opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q3 2016 and 1 closed out, a net change of +1 holder.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q3 2016 was Capstone Asset Management, an estimated $323K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q3 2016 was Roosevelt Investment Group, an estimated $104K sold.
Based on aggregated 13F filings for Q3 2016.