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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
251
OFI Advisors
Pennsylvania
$439K -$32.7K -1,324 -7%
KRS
252
Kentucky Retirement Systems
Kentucky
$436K +$2.76K +112 +0.7%
MCC
253
Malaga Cove Capital
California
$429K +$412K +16,723 New
ACM
254
Argentus Capital Management
Texas
$424K +$85.3K +3,458 +27%
VAM
255
Visium Asset Management
New York
$421K -$270K -10,948 -40%
LSERS
256
Louisiana State Employees Retirement System
Louisiana
$418K -$4.93K -200 -1%
BPCE
257
Bank Pictet & Cie (Europe)
Germany
$416K +$395K +16,000 New
FAAS
258
First Allied Advisory Services
California
$392K -$47.1K -1,909 -11%
TRCT
259
Tower Research Capital (TRC)
New York
$365K -$279K -11,307 -45%
NPC
260
National Planning Corporation
California
$362K -$29.6K -1,200 -8%
SAM
261
Shikiar Asset Management
New York
$361K -$159K -6,450 -32%
TC
262
TradeLink Capital
Illinois
$351K
CM
263
Castleark Management
Illinois
$351K +$333K +13,500 New
MAM
264
Mastrapasqua Asset Management
Tennessee
$344K -$36.1K -1,465 -10%
DADC
265
D.A. Davidson & Co
Montana
$343K -$183K -7,416 -36%
TSW
266
Thompson Siegel & Walmsley
Virginia
$341K -$16.3M -659,220 -98%
PPCM
267
Pillar Pacific Capital Management
California
$338K
AB
268
Amalgamated Bank
New York
$333K -$3.11K -126 -1%
FCAM
269
F&C Asset Management
United Kingdom
$329K
IRS
270
Invictus RG (Singapore)
Singapore
$325K +$65.4K +2,650 +27%
SCA
271
SAC Capital Advisors
Connecticut
$323K -$1.46M -59,100 -83%
MCM
272
McMillion Capital Management
North Carolina
$317K
Franklin Resources
273
Franklin Resources
California
$312K -$49.6K -2,010 -14%
MM
274
Meridian Management
Arkansas
$312K
MC
275
Menta Capital
California
$309K -$244K -9,900 -45%

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.