We are live on ! Find out more
PBI icon

Pitney Bowes
PBI

240 hedge funds and large institutions have $675M invested in Pitney Bowes in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

96% more capital invested

Capital invested by funds: $344M → $675M (+$331M)

14% more funds holding

Funds holding: 210 → 240 (+30)

3.12% less ownership

Funds ownership: 77.13% → 74.01% (-3.1%)

48% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $24.7M

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
240
Holders Change
+30
Holders Change %
+14.29%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
45
Reduced
96
Closed
21
Calls
$12.9M
Puts
$24.7M
Net Calls
-$11.9M
Net Calls Change
-$3.34M

Top Buyers

Rank Fund Capital Flow
1
AI
Atom Investors
Texas
+$14.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.2M
3
MVP
Miller Value Partners
Florida
+$8.83M
4
VC
Voss Capital
Texas
+$3.78M
5
Millennium Management
Millennium Management
New York
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$14.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$13.9M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$8.74M
4
Norges Bank
Norges Bank
Norway
-$6.24M
5
CCP
Clifford Capital Partners
Utah
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
226
CBIZ Investment Advisory Services
Ohio
$2K – – –
CA
227
Centerpoint Advisors
Massachusetts
$2K – – –
JCM
228
Jacobi Capital Management
Pennsylvania
$2K – – –
KTC
229
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
PCA
230
Providence Capital Advisors
North Carolina
$2K – – –
ASN
231
Advisory Services Network
Georgia
$2K +$2.05K +445 New
CHAM
232
Clear Harbor Asset Management
Connecticut
$1.59K +$1.39K +300 New
APA
233
American Portfolios Advisors
New York
$1.35K – – –
GRP
234
Global Retirement Partners
California
$1K -$2.48K -537 -83%
AF
235
Advisornet Financial
Minnesota
$1K – – –
PFBT
236
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
237
Quadrant Capital Group
Ohio
$1K – – –
Fidelity International
238
Fidelity International
Bermuda
$1K +$517 +112 New
TFO
239
Tarbox Family Office
California
$1K +$540 +117 +975%
TC
240
Trust Company
Kansas
$1K +$734 +159 New
Norges Bank
241
Norges Bank
Norway
– -$6.24M -2,400,225 Closed
SFM
242
Systematic Financial Management
New Jersey
– -$328K -126,295 Closed
WI
243
WBI Investments
New Jersey
– -$254K -97,541 Closed
EP
244
Edgestream Partners
New Jersey
– -$143K -55,045 Closed
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
– -$109K -42,138 Closed
Squarepoint
246
Squarepoint
New York
– -$44K -16,790 Closed
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
– -$42K -16,000 Closed
XM
248
XTX Markets
New York
– -$36K -13,838 Closed
TSS
249
Two Sigma Securities
New York
– -$31K -12,033 Closed
AIM
250
Alambic Investment Management
California
– -$31K -11,935 Closed
7 8 9
10
11

PBI Hedge Fund Activity: Q3 2020 in Review

240 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2020, worth a combined $675M — up 96% from $344M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PBI positions and 21 closed out — a net gain of 31 holders — while 45 added to existing stakes and 96 trimmed.

The largest buyer was Atom Investors, opening a new position worth an estimated $14.4M. The largest seller was Victory Capital Management, cutting an estimated $14.3M.

  • 240 institutional investors held Pitney Bowes (PBI) as of Q3 2020, up from 210 in Q2 2020.
  • Funds reported $675M of Pitney Bowes stock for Q3 2020, up 96% quarter-over-quarter.
  • 52 funds opened new Pitney Bowes positions in Q3 2020 and 21 closed out, a net change of +31 holders.
  • The largest Pitney Bowes buyer in Q3 2020 was Atom Investors, an estimated $14.4M added.
  • The largest Pitney Bowes seller in Q3 2020 was Victory Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2020.