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Pitney Bowes

265 hedge funds and large institutions have $779M invested in Pitney Bowes in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

10% more funds holding

Funds holding: 240265 (+25)

0.57% less ownership

Funds ownership: 74.01%73.44% (-0.57%)

44% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $35.6M

Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
88
Reduced
77
Closed
28
Calls
$20.1M
Puts
$35.6M
Net Calls
-$15.6M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$13K
SWA
227
Sutton Wealth Advisors
Florida
$12.9K
WIM
228
Westside Investment Management
California
$9.92K +$38.3K +6,375 +1%
BDWM
229
Brewin Dolphin Wealth Management
Ireland
$9.86K
SIS
230
Sound Income Strategies
Florida
$9K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$7K
BFEC
232
Benjamin F. Edwards & Company
Missouri
$6K
TWA
233
TCI Wealth Advisors
Arizona
$6K
WEC
234
Winslow Evans & Crocker
Massachusetts
$6K +$5.41K +900 New
CAL
235
Capital Advisors Ltd
Ohio
$5K
First Manhattan
236
First Manhattan
New York
$5K
S
237
SignatureFD
Georgia
$5K
HIA
238
Harbor Investment Advisory
Maryland
$4K -$3.6K -600 -50%
AF
239
Allworth Financial
California
$4K +$6 +1 +0.2%
LCS
240
Levin Capital Strategies
New York
$3K -$60.1K -10,000 -96%
ASN
241
Advisory Services Network
Georgia
$3K
CA
242
Centerpoint Advisors
Massachusetts
$3K
PCA
243
Providence Capital Advisors
North Carolina
$3K
ST
244
Smithfield Trust
Pennsylvania
$3K
PFBT
245
Parkside Financial Bank & Trust
Missouri
$3K +$1.91K +318 +140%
Jones Financial Companies
246
Jones Financial Companies
Missouri
$3K +$3.11K +518 New
CIAS
247
CBIZ Investment Advisory Services
Ohio
$2K
JCM
248
Jacobi Capital Management
Pennsylvania
$2K
AF
249
Advisornet Financial
Minnesota
$2K +$300 +50 +24%
QCG
250
Quadrant Capital Group
Ohio
$2K +$300 +50 +25%

PBI Hedge Fund Activity: Q4 2020 in Review

265 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2020, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PBI positions and 28 closed out — a net gain of 25 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was Masters Capital Management, opening a new position worth an estimated $12M. The largest seller was Miller Value Partners, cutting an estimated $35.6M.

  • 265 institutional investors held Pitney Bowes (PBI) as of Q4 2020, up from 240 in Q3 2020.
  • Funds reported $779M of Pitney Bowes stock for Q4 2020, up 15% quarter-over-quarter.
  • 53 funds opened new Pitney Bowes positions in Q4 2020 and 28 closed out, a net change of +25 holders.
  • The largest Pitney Bowes buyer in Q4 2020 was Masters Capital Management, an estimated $12M added.
  • The largest Pitney Bowes seller in Q4 2020 was Miller Value Partners, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2020.