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Pitney Bowes

361 hedge funds and large institutions have $4.06B invested in Pitney Bowes in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $15.7M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

1% more funds holding

Funds holding: 359361 (+2)

0.06% more ownership

Funds ownership: 86.4%86.46% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 123

39% less capital invested

Capital invested by funds: $6.61B → $4.06B (-$2.55B)

Holders
361
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
121
Reduced
123
Closed
44
Calls
$35.5M
Puts
$15.7M
Net Calls
+$19.8M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$295K
CC
252
Cipher Capital
New York
$290K +$290K +12,450 New
Franklin Resources
253
Franklin Resources
California
$287K
MCM
254
McMillion Capital Management
North Carolina
$285K
LIA
255
LS Investment Advisors
Michigan
$284K +$7.29K +313 +3%
QIM
256
Quantitative Investment Management
Virginia
$282K -$184K -7,900 -40%
MM
257
Meridian Management
Arkansas
$280K
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$279K +$605 +26 +0.2%
DADC
259
D.A. Davidson & Co
Montana
$275K
SWP
260
Stratos Wealth Partners
Ohio
$267K +$267K +11,492 New
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$266K -$22.8K -980 -8%
HI
262
HBK Investments
Texas
$264K -$3.54M -151,900 -93%
PPCM
263
Pillar Pacific Capital Management
California
$257K
OTPPB
264
Ontario Teachers' Pension Plan Board
Ontario, Canada
$239K -$528K -22,674 -69%
Jane Street
265
Jane Street
New York
$232K +$232K +9,955 New
TCMG
266
TSP Capital Management Group
New Jersey
$229K
LFG
267
LifePlan Financial Group
Ohio
$228K
RC
268
Reik & Co
New York
$227K +$9.19K +395 +4%
CAM
269
Carret Asset Management
New York
$226K -$18.6K -800 -8%
FCBT
270
First Citizens Bank & Trust
North Carolina
$221K -$20.5K -881 -9%
WA
271
Wheatland Advisors
Pennsylvania
$220K
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$218K -$1.11M -47,578 -84%
BA
273
Bennicas & Associates
California
$217K
LPL Financial
274
LPL Financial
California
$216K -$73.8K -3,172 -26%
HSA
275
Hussman Strategic Advisors
Maryland
$210K +$209K +9,000 New

PBI Hedge Fund Activity: Q1 2015 in Review

361 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2015, worth a combined $4.06B — down 39% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PBI positions and 44 closed out — a net gain of 7 holders — while 121 added to existing stakes and 123 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $95.2M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $75.5M sold.

  • 361 institutional investors held Pitney Bowes (PBI) as of Q1 2015, up from 359 in Q4 2014.
  • Funds reported $4.06B of Pitney Bowes stock for Q1 2015, down 39% quarter-over-quarter.
  • 51 funds opened new Pitney Bowes positions in Q1 2015 and 44 closed out, a net change of +7 holders.
  • The largest Pitney Bowes buyer in Q1 2015 was Westwood Holdings Group, an estimated $95.2M added.
  • The largest Pitney Bowes seller in Q1 2015 was Systematic Financial Management, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2015.