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Pitney Bowes

371 hedge funds and large institutions have $4.42B invested in Pitney Bowes in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $42.1M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.46% more ownership

Funds ownership: 85.47%85.93% (+0.46%)

8% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 141

1% less funds holding

Funds holding: 375371 (-4)

8% less capital invested

Capital invested by funds: $4.79B → $4.42B (-$365M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
371
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
10.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
36
Increased
130
Reduced
141
Closed
34
Calls
$95.4M
Puts
$42.1M
Net Calls
+$53.3M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LCP
251
Lombardia Capital Partners
California
$388K +$99.6K +3,725 +32%
CBOA
252
Commonwealth Bank of Australia
Australia
$387K +$160K +6,000 +63%
PL
253
Parkwood LLC
Ohio
$377K +$403K +15,077 New
MIC
254
MU Investments Company
Japan
$357K -$50.5K -1,890 -12%
CM
255
Castleark Management
Illinois
$351K -$9.31M -348,275 -96%
AB
256
Amalgamated Bank
New York
$344K +$3.98K +149 +1%
TH
257
Timber Hill
Connecticut
$334K +$358K +13,383 New
PPCM
258
Pillar Pacific Capital Management
California
$325K
LPL Financial
259
LPL Financial
California
$322K -$49.8K -1,864 -12%
FAAS
260
First Allied Advisory Services
California
$320K -$23.6K -881 -6%
MWM
261
Modera Wealth Management
New Jersey
$316K +$338K +12,656 New
Nomura Holdings
262
Nomura Holdings
Japan
$310K -$525K -19,623 -61%
MCM
263
McMillion Capital Management
North Carolina
$305K
Franklin Resources
264
Franklin Resources
California
$300K
MM
265
Meridian Management
Arkansas
$300K
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$295K -$508 -19 -0.2%
DADC
267
D.A. Davidson & Co
Montana
$294K -$37.4K -1,400 -11%
OA
268
OFI Advisors
Pennsylvania
$292K -$205K -7,656 -40%
BCM
269
Bluefin Capital Management
New York
$284K -$227K -8,490 -43%
SFP
270
Santa Fe Partners
New Mexico
$271K -$12.4K -464 -4%
BA
271
Bennicas & Associates
California
$258K +$187 +7 +0.1%
PCC
272
Park Circle Company
Maryland
$250K
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$247K -$56K -2,095 -17%
TCMG
274
TSP Capital Management Group
New Jersey
$245K -$262K -9,800 Closed
CAM
275
Carret Asset Management
New York
$242K

PBI Hedge Fund Activity: Q3 2014 in Review

371 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2014, worth a combined $4.42B — down 7.6% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 34 closed out — a net gain of 2 holders — while 130 added to existing stakes and 141 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $33.7M. The largest seller was Alken Asset Management, cutting an estimated $82.1M.

  • 371 institutional investors held Pitney Bowes (PBI) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $4.42B of Pitney Bowes stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q3 2014 and 34 closed out, a net change of +2 holders.
  • The largest Pitney Bowes buyer in Q3 2014 was Gotham Asset Management, an estimated $33.7M added.
  • The largest Pitney Bowes seller in Q3 2014 was Alken Asset Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2014.