Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
6 hedge funds and large institutions have $12.5M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2017 Q2 according to their latest regulatory filings, with 0 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: $12.4M → $12.5M (+$78K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.03% less ownership
Funds ownership: 2.77% → 2.74% (-0.03%)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$161K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$276K |
| 2 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
1
Capstone Asset Management
Houston,
Texas
| $6.34M | +$161K | +6,130 | +3% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $5.08M | -$276K | -10,500 | -5% |
|
|
SOAMC
3
Spirit of America Management Corp
Syosset,
New York
| $473K | – | – | – |
|
|
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $334K | – | – | – |
|
|
FWCM
5
Ferguson Wellman Capital Management
Portland,
Oregon
| $205K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
VIA
7
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$24K | -918 | Closed |
|
PBI.PRB Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) for Q2 2017, worth a combined $12.5M — up 0.63% from $12.4M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PBI.PRB and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Capstone Asset Management, adding an estimated $161K. The largest seller was Roosevelt Investment Group, cutting an estimated $276K.
- 6 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q2 2017, down from 7 in Q1 2017.
- Funds reported $12.5M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q2 2017, up 0.63% quarter-over-quarter.
- 0 funds opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q2 2017 and 1 closed out, a net change of -1 holder.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q2 2017 was Capstone Asset Management, an estimated $161K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q2 2017 was Roosevelt Investment Group, an estimated $276K sold.
Based on aggregated 13F filings for Q2 2017.