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Pitney Bowes

314 hedge funds and large institutions have $935M invested in Pitney Bowes in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

21% more capital invested

Capital invested by funds: $775M → $935M (+$161M)

2.8% more ownership

Funds ownership: 70.75%73.55% (+2.8%)

3% more funds holding

Funds holding: 306314 (+8)

8% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 93

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $8.44M

Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
50
Increased
100
Reduced
93
Closed
41
Calls
$5.34M
Puts
$8.44M
Net Calls
-$3.09M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
McMillion Capital Management
North Carolina
$84K
MM
227
Meridian Management
Arkansas
$82K
PPCM
228
Pillar Pacific Capital Management
California
$82K
MF
229
Magnetar Financial
Illinois
$81K +$81.3K +11,748 New
HIMC
230
Heritage Investors Management Corp
Maryland
$80K
CCM
231
Coldstream Capital Management
Washington
$78K -$5.91K -854 -7%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$74K -$98.2K -14,203 -57%
PIA
233
Piedmont Investment Advisors
North Carolina
$74K +$74.5K +10,771 New
ECM
234
ExodusPoint Capital Management
New York
$73K +$73.9K +10,679 New
Fidelity Investments
235
Fidelity Investments
Massachusetts
$71K -$579K -83,700 -89%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$71K +$71.6K +10,347 New
MC
237
Menta Capital
California
$70K -$76.1K -11,000 -52%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.5K +$4.84K +700 +7%
NSEDCP
239
NJ State Employees Deferred Compensation Plan
New Jersey
$69K -$484K -70,000 -88%
SACTSONJ
240
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$69K -$277K -40,000 -80%
HIMCH
241
Hartford Investment Management Co (HIMCO)
Connecticut
$69K -$121K -17,435 -64%
Creative Planning
242
Creative Planning
Kansas
$69K -$16.7K -2,408 -19%
LIA
243
LS Investment Advisors
Michigan
$68K -$3.14K -454 -4%
FGAM
244
Financial Gravity Asset Management
Texas
$65K +$64.2K +9,283 New
US Bancorp
245
US Bancorp
Minnesota
$59K +$5.57K +805 +10%
SEI Investments
246
SEI Investments
Pennsylvania
$56K +$4.72K +682 +9%
ESB
247
Essex Savings Bank
Connecticut
$55K
MWNA
248
Marshall Wace North America
New York
$49K -$352K -50,900 -88%
IA
249
IFP Advisors
Florida
$39K -$125K -18,099 -76%
PCG
250
Private Capital Group
Connecticut
$39K

PBI Hedge Fund Activity: Q1 2019 in Review

314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2019, worth a combined $935M — up 21% from $775M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PBI positions and 41 closed out — a net gain of 9 holders — while 100 added to existing stakes and 93 trimmed.

The largest buyer was Miller Value Partners, opening a new position worth an estimated $16.5M. The largest seller was BlackRock, cutting an estimated $27.2M.

  • 314 institutional investors held Pitney Bowes (PBI) as of Q1 2019, up from 306 in Q4 2018.
  • Funds reported $935M of Pitney Bowes stock for Q1 2019, up 21% quarter-over-quarter.
  • 50 funds opened new Pitney Bowes positions in Q1 2019 and 41 closed out, a net change of +9 holders.
  • The largest Pitney Bowes buyer in Q1 2019 was Miller Value Partners, an estimated $16.5M added.
  • The largest Pitney Bowes seller in Q1 2019 was BlackRock, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.