Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
7 hedge funds and large institutions have $12.4M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1% more capital invested
Capital invested by funds: $12.3M → $12.4M (+$73K)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.06% less ownership
Funds ownership: 2.83% → 2.77% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$199K |
| 2 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$308K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
1
Capstone Asset Management
Houston,
Texas
| $6.06M | +$155K | +5,965 | +3% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $5.27M | -$308K | -11,900 | -6% |
|
|
SOAMC
3
Spirit of America Management Corp
Syosset,
New York
| $465K | – | – | – |
|
|
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $328K | – | – | – |
|
|
FWCM
5
Ferguson Wellman Capital Management
Portland,
Oregon
| $202K | +$199K | +7,690 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
VIA
7
Vantage Investment Advisors
State College,
Pennsylvania
| $24K | – | – | – |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| – | -$293K | -11,456 | Closed |
|
PBI.PRB Hedge Fund Activity: Q1 2017 in Review
7 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) for Q1 2017, worth a combined $12.4M — up 0.59% from $12.3M a quarter earlier.
Fund positioning in PBI.PRB was balanced in Q1 2017: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $199K. The largest seller was Roosevelt Investment Group, cutting an estimated $308K.
- 7 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $12.4M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q1 2017, up 0.59% quarter-over-quarter.
- 1 fund opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q1 2017 and 1 closed out, a net change of 0 holders.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q1 2017 was Ferguson Wellman Capital Management, an estimated $199K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q1 2017 was Roosevelt Investment Group, an estimated $308K sold.
Based on aggregated 13F filings for Q1 2017.