Pitney Bowes
349 hedge funds and large institutions have $3.71B invested in Pitney Bowes in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 136 increasing their positions, 114 reducing their positions, and 42 closing their positions.
38% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $12.6M
19% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 114
2.63% more ownership
Funds ownership: 86.46% → 89.09% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 361 → 349 (-12)
9% less capital invested
Capital invested by funds: $4.06B → $3.71B (-$350M)
21% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$40.2M |
| 2 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
+$37.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$33M |
| 4 |
Two Sigma Investments
New York
|
+$23.8M |
| 5 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Alken Asset Management
London,
United Kingdom
|
-$46.9M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$46.6M |
| 3 |
JP Morgan Chase
New York
|
-$18.7M |
| 4 |
HCM
Highbridge Capital Management
New York
|
-$16.8M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$14.1M |
PBI Hedge Fund Activity: Q2 2015 in Review
349 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2015, worth a combined $3.71B — down 8.6% from $4.06B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of PBI and 33 opened new positions — a net loss of 9 holders — while 114 trimmed existing stakes and 136 added.
The largest buyer was Westwood Holdings Group, adding an estimated $40.2M. The largest seller was Alken Asset Management, cutting an estimated $46.9M.
- 349 institutional investors held Pitney Bowes (PBI) as of Q2 2015, down from 361 in Q1 2015.
- Funds reported $3.71B of Pitney Bowes stock for Q2 2015, down 8.6% quarter-over-quarter.
- 33 funds opened new Pitney Bowes positions in Q2 2015 and 42 closed out, a net change of -9 holders.
- The largest Pitney Bowes buyer in Q2 2015 was Westwood Holdings Group, an estimated $40.2M added.
- The largest Pitney Bowes seller in Q2 2015 was Alken Asset Management, an estimated $46.9M sold.
Based on aggregated 13F filings for Q2 2015.