We are live on ! Find out more
PBI icon

Pitney Bowes

341 hedge funds and large institutions have $3.41B invested in Pitney Bowes in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.51M

1.45% less ownership

Funds ownership: 85.86%84.42% (-1.4%)

5% less funds holding

Funds holding: 359341 (-18)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 143

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $5.25B → $3.41B (-$1.85B)

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
143
Closed
49
Calls
$9.25M
Puts
$7.51M
Net Calls
+$1.74M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
226
Louisiana State Employees Retirement System
Louisiana
$276K -$19K -1,000 -7%
LIA
227
LS Investment Advisors
Michigan
$275K +$1.46K +77 +0.6%
MWM
228
Modera Wealth Management
New Jersey
$273K
MCM
229
McMillion Capital Management
North Carolina
$263K
PAM
230
Paradigm Asset Management
New York
$263K +$10.6K +557 +5%
Franklin Resources
231
Franklin Resources
California
$258K
MM
232
Meridian Management
Arkansas
$258K
KeyBank National Association
233
KeyBank National Association
Ohio
$256K -$60.7K -3,196 -21%
DADC
234
D.A. Davidson & Co
Montana
$254K -$1.9K -100 -0.8%
IIM
235
Intact Investment Management
Quebec, Canada
$254K +$224K +11,800 New
PPCM
236
Pillar Pacific Capital Management
California
$237K
SSA
237
Schonfeld Strategic Advisors
New York
$237K +$209K +11,019 New
MIC
238
MU Investments Company
Japan
$229K
BA
239
BKS Advisors
Michigan
$220K -$10.9K -575 -5%
TCMG
240
TSP Capital Management Group
New Jersey
$218K
Stifel Financial
241
Stifel Financial
Missouri
$216K -$25.6K -1,347 -12%
ICOA
242
Investment Centers of America
North Dakota
$213K +$188K +9,873 New
RC
243
Reik & Co
New York
$209K
OMCS
244
Old Mutual Customised Solutions
South Africa
$205K +$181K +9,500 New
WA
245
Wheatland Advisors
Pennsylvania
$204K +$180K +9,450 New
SG Americas Securities
246
SG Americas Securities
New York
$202K +$79.6K +4,190 +81%
JMPWA
247
JP Morgan Private Wealth Advisors
California
$202K +$178K +9,351 New
BA
248
Bennicas & Associates
California
$200K +$177K +9,300 New
EA
249
Euclid Advisors
Connecticut
$190K +$168K +8,830 New
NMIMC
250
Northwestern Mutual Investment Management Company
Wisconsin
$158K -$178K -9,384 -56%

PBI Hedge Fund Activity: Q1 2016 in Review

341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2016, worth a combined $3.41B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBI and 34 opened new positions — a net loss of 15 holders — while 143 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $451M sold.

  • 341 institutional investors held Pitney Bowes (PBI) as of Q1 2016, down from 359 in Q4 2015.
  • Funds reported $3.41B of Pitney Bowes stock for Q1 2016, down 35% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q1 2016 and 49 closed out, a net change of -15 holders.
  • The largest Pitney Bowes buyer in Q1 2016 was Bank of New York Mellon, an estimated $27M added.
  • The largest Pitney Bowes seller in Q1 2016 was Americafirst Capital Management, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2016.