Pitney Bowes Inc 6.70% Notes Due 2043
PBI.PRB
6 hedge funds and large institutions have $11.8M invested in Pitney Bowes Inc 6.70% Notes Due 2043 in 2017 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
0% more funds holding
Funds holding: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.02% less ownership
Funds ownership: 2.74% → 2.72% (-0.02%)
5% less capital invested
Capital invested by funds: $12.5M → $11.8M (-$635K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
+$25.9K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$20.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$205K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$97.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.22M | +$6.3M | +243,367 | New |
|
|
RIG
2
Roosevelt Investment Group
New York
| $4.76M | -$97.7K | -3,775 | -2% |
|
|
SOAMC
3
Spirit of America Management Corp
Syosset,
New York
| $452K | – | – | – |
|
|
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $340K | +$20.7K | +800 | +6% |
|
|
SFG
5
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $26K | +$25.9K | +1,000 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $24K | – | – | – |
|
|
FWCM
7
Ferguson Wellman Capital Management
Portland,
Oregon
| – | -$205K | -7,690 | Closed |
|
PBI.PRB Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $11.8M — down 5.1% from $12.5M 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 SevenBridge Financial Group, opening a new position worth an estimated $25.9K. The largest seller was Ferguson Wellman Capital Management, exiting entirely with an estimated $205K sold.
- 6 institutional investors held Pitney Bowes Inc 6.70% Notes Due 2043 (PBI.PRB) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $11.8M of Pitney Bowes Inc 6.70% Notes Due 2043 stock for Q3 2017, down 5.1% quarter-over-quarter.
- 2 funds opened new Pitney Bowes Inc 6.70% Notes Due 2043 positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 buyer in Q3 2017 was SevenBridge Financial Group, an estimated $25.9K added.
- The largest Pitney Bowes Inc 6.70% Notes Due 2043 seller in Q3 2017 was Ferguson Wellman Capital Management, an estimated $205K sold.
Based on aggregated 13F filings for Q3 2017.