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Pitney Bowes

337 hedge funds and large institutions have $2.78B invested in Pitney Bowes in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $5.05M

1.45% more ownership

Funds ownership: 82.03%83.48% (+1.4%)

1% more capital invested

Capital invested by funds: $2.76B → $2.78B (+$19.3M)

4% less funds holding

Funds holding: 351337 (-14)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 132

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
337
Holders Change
-14
Holders Change %
-3.99%
% of All Funds
8.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
109
Reduced
132
Closed
38
Calls
$7.8M
Puts
$5.05M
Net Calls
+$2.75M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
226
Kentucky Retirement Systems
Kentucky
$258K -$34.1K -1,856 -12%
KeyBank National Association
227
KeyBank National Association
Ohio
$258K +$68.9K +3,756 +36%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$253K -$18.7K -1,019 -7%
SPC
229
Stewart & Patten Company
California
$253K -$14.7K -800 -5%
BFM
230
Boothbay Fund Management
New York
$250K -$144K -7,860 -36%
MFS
231
MSI Financial Services
Massachusetts
$249K -$9.34K -509 -4%
CAM
232
Capstone Asset Management
Texas
$249K -$6.05K -330 -2%
TG
233
TCW Group
California
$249K -$2.75K -150 -1%
HCM
234
Highbridge Capital Management
New York
$246K -$1.55M -84,479 -86%
LMGAM
235
Liberty Mutual Group Asset Management
Massachusetts
$243K +$51K +2,781 +26%
WAM
236
Weiss Asset Management
Massachusetts
$239K +$242K +13,178 New
LIA
237
LS Investment Advisors
Michigan
$238K +$1.95K +106 +0.8%
RC
238
Reik & Co
New York
$235K +$20.4K +1,110 +9%
MWM
239
Modera Wealth Management
New Jersey
$230K
IIM
240
Intact Investment Management
Quebec, Canada
$227K +$229K +12,500 New
MCM
241
McMillion Capital Management
North Carolina
$222K
MM
242
Meridian Management
Arkansas
$218K
CIBC World Market
243
CIBC World Market
Ontario, Canada
$214K -$35.8K -1,949 -14%
LSERS
244
Louisiana State Employees Retirement System
Louisiana
$214K -$11K -600 -5%
CGH
245
Crossmark Global Holdings
Texas
$214K +$280K +15,248 New
PPCM
246
Pillar Pacific Capital Management
California
$200K
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$192K -$82.6K -4,502 -30%
BOTW
248
Bank of the West
California
$187K +$189K +10,303 New
Franklin Resources
249
Franklin Resources
California
$182K -$36.7K -2,000 -17%
BA
250
BKS Advisors
Michigan
$158K -$27.5K -1,500 -15%

PBI Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2016, worth a combined $2.78B — up 0.7% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 27 opened new positions — a net loss of 11 holders — while 132 trimmed existing stakes and 109 added.

The largest buyer was Invesco, adding an estimated $36.6M. The largest seller was Neuberger Berman Group, cutting an estimated $56M.

  • 337 institutional investors held Pitney Bowes (PBI) as of Q3 2016, down from 351 in Q2 2016.
  • Funds reported $2.78B of Pitney Bowes stock for Q3 2016, up 0.7% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q3 2016 and 38 closed out, a net change of -11 holders.
  • The largest Pitney Bowes buyer in Q3 2016 was Invesco, an estimated $36.6M added.
  • The largest Pitney Bowes seller in Q3 2016 was Neuberger Berman Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2016.