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Pitney Bowes

255 hedge funds and large institutions have $602M invested in Pitney Bowes in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 75.34%77.06% (+1.7%)

3% more capital invested

Capital invested by funds: $581M → $602M (+$20.3M)

7% less funds holding

Funds holding: 274255 (-19)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

39% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 99

47% less call options, than puts

Call options by funds: $4.7M | Put options by funds: $8.8M

Holders
255
Holders Change
-19
Holders Change %
-6.93%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
60
Reduced
99
Closed
46
Calls
$4.7M
Puts
$8.8M
Net Calls
-$4.1M
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$3K +$4 +1 +0.2%
GRP
227
Global Retirement Partners
California
$3K +$24 +6 +1%
BC
228
Bartlett & Co
Ohio
$3K +$2.4K +600 New
BCWM
229
Bartlett & Co Wealth Management
Ohio
$2.74K +$2.4K +600 New
PFBT
230
Parkside Financial Bank & Trust
Missouri
$2K -$709 -177 -35%
PA
231
Parallel Advisors
California
$2K -$4 -1 -0.3%
CA
232
Centerpoint Advisors
Massachusetts
$2K
HI
233
Hudock Inc
Pennsylvania
$2K
JCM
234
Jacobi Capital Management
Pennsylvania
$2K
PCA
235
Providence Capital Advisors
North Carolina
$2K
QCG
236
Quadrant Capital Group
Ohio
$2K +$2.44K +609 New
APA
237
American Portfolios Advisors
New York
$1.17K
AIM
238
Advantage Investment Management
Iowa
$1K -$164K -41,015 -99%
FGAM
239
Financial Gravity Asset Management
Texas
$1K -$30.9K -7,718 -98%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$256 -64 -31%
AF
241
Advisornet Financial
Minnesota
$1K
DOA
242
D'Orazio & Associates
Virginia
$1K
IWA
243
Intercontinental Wealth Advisors
Texas
$1K
RIA
244
Realta Investment Advisors
Delaware
$1K
TWA
245
TCI Wealth Advisors
Arizona
$1K
JCM
246
Julex Capital Management
Massachusetts
$1K +$802 +200 New
AIC
247
Ameritas Investment Company
Nebraska
$1K +$1.19K +296 New
GT
248
Glenmede Trust
Pennsylvania
$11 +$3.99K +996 +60%
State of New Jersey Common Pension Fund D
249
State of New Jersey Common Pension Fund D
New Jersey
-$7.7M -1,800,000 Closed
Canada Life
250
Canada Life
Manitoba, Canada
-$1.18M -274,877 Closed

PBI Hedge Fund Activity: Q3 2019 in Review

255 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2019, worth a combined $602M — up 3.5% from $581M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PBI and 29 opened new positions — a net loss of 17 holders — while 99 trimmed existing stakes and 60 added.

The largest buyer was Miller Value Partners, adding an estimated $4.93M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $7.7M sold.

  • 255 institutional investors held Pitney Bowes (PBI) as of Q3 2019, down from 274 in Q2 2019.
  • Funds reported $602M of Pitney Bowes stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 29 funds opened new Pitney Bowes positions in Q3 2019 and 46 closed out, a net change of -17 holders.
  • The largest Pitney Bowes buyer in Q3 2019 was Miller Value Partners, an estimated $4.93M added.
  • The largest Pitney Bowes seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2019.