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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$652K +$600K +24,321 New
SC
227
Sasco Capital
Connecticut
$650K
CAN
228
Cetera Advisor Networks
California
$635K +$24.7K +1,001 +4%
CAM
229
Capstone Asset Management
Texas
$625K -$88.5K -3,590 -13%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$604K -$207K -8,408 -27%
WIL
231
Winifred I. Li
$599K +$76.8K +3,115 +16%
MVP
232
Miller Value Partners
Florida
$585K
LPL Financial
233
LPL Financial
California
$582K +$167K +6,768 +43%
MOACM
234
Mutual of America Capital Management
New York
$565K -$5.16K -209 -1%
Los Angeles Capital Management
235
Los Angeles Capital Management
California
$549K -$5.94M -240,771 -92%
RJA
236
Raymond James & Associates
Florida
$549K -$491K -19,892 -49%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$543K -$10.9K -443 -2%
JIM
238
Jensen Investment Management
Oregon
$539K -$52.8K -2,140 -9%
MAM
239
Meeder Asset Management
Ohio
$530K -$248K -10,044 -33%
PP
240
PDT Partners
New York
$525K -$1.58M -64,246 -76%
ANI
241
American National Insurance
Texas
$520K
AAM
242
Aberdeen Asset Management
United Kingdom
$491K
MFS
243
MSI Financial Services
Massachusetts
$485K +$46K +1,864 +11%
WTNA
244
Wilmington Trust National Association
Delaware
$482K +$172K +6,959 +60%
CP
245
Camelot Portfolios
Ohio
$480K -$346K -14,044 -43%
QT
246
Quantbot Technologies
New York
$466K +$443K +17,956 New
SAM
247
Securian Asset Management
Minnesota
$464K -$1.21K -49 -0.3%
PI
248
Placemark Investments
Illinois
$458K +$79.7K +3,232 +22%
MIC
249
MU Investments Company
Japan
$453K -$98.7K -4,000 -18%
ZIM
250
Zacks Investment Management
Illinois
$443K +$421K +17,051 New

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.