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Pitney Bowes

337 hedge funds and large institutions have $2.78B invested in Pitney Bowes in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $5.05M

1.45% more ownership

Funds ownership: 82.03%83.48% (+1.4%)

1% more capital invested

Capital invested by funds: $2.76B → $2.78B (+$19.3M)

4% less funds holding

Funds holding: 351337 (-14)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 132

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
337
Holders Change
-14
Holders Change %
-3.99%
% of All Funds
8.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
109
Reduced
132
Closed
38
Calls
$7.8M
Puts
$5.05M
Net Calls
+$2.75M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
251
PEAK6 Group
Illinois
$153K -$407K -22,167 -73%
AssetMark Inc
252
AssetMark Inc
California
$142K -$771 -42 -0.5%
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$114K +$13.6K +741 +13%
ACM
254
Americafirst Capital Management
California
$114K
BCM
255
Blume Capital Management
California
$102K
IA
256
IFP Advisors
Florida
$90K -$6.92K -377 -7%
WA
257
WFG Advisors
Texas
$86K +$862 +47 +1%
PSUF
258
People's United Financial
Connecticut
$81K -$4.59K -250 -5%
PI
259
PineBridge Investments
New York
$77K -$11.9K -651 -13%
First Manhattan
260
First Manhattan
New York
$76K -$12.2K -665 -14%
SIM
261
Sentry Investment Management
Wisconsin
$74K +$75K +4,086 New
NSIM
262
North Star Investment Management
Illinois
$72K
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K
Simplex Trading
264
Simplex Trading
Illinois
$69K -$17.1K -931 -19%
Fuller & Thaler Asset Management
265
Fuller & Thaler Asset Management
California
$69K +$33K +1,800 +90%
Toronto Dominion Bank
266
Toronto Dominion Bank
Ontario, Canada
$69K +$70.1K +3,819 New
Victory Capital Management
267
Victory Capital Management
Texas
$64K +$20.9K +1,137 +47%
BWP
268
Baldwin Wealth Partners
Massachusetts
$53K +$53.1K +2,895 New
Nordea Investment Management
269
Nordea Investment Management
Sweden
$52K
QI
270
QS Investors
New York
$52K
NIT
271
NumerixS Investment Technologies
British Columbia, Canada
$51K -$167K -9,100 -76%
FHA
272
First Horizon Advisors
Tennessee
$45K -$1.27K -69 -3%
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$41K
VIA
274
Virtus Investment Advisers
Connecticut
$41K +$41.9K +2,282 New
CCM
275
Cribstone Capital Management
Maine
$37K

PBI Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2016, worth a combined $2.78B — up 0.7% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 27 opened new positions — a net loss of 11 holders — while 132 trimmed existing stakes and 109 added.

The largest buyer was Invesco, adding an estimated $36.6M. The largest seller was Neuberger Berman Group, cutting an estimated $56M.

  • 337 institutional investors held Pitney Bowes (PBI) as of Q3 2016, down from 351 in Q2 2016.
  • Funds reported $2.78B of Pitney Bowes stock for Q3 2016, up 0.7% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q3 2016 and 38 closed out, a net change of -11 holders.
  • The largest Pitney Bowes buyer in Q3 2016 was Invesco, an estimated $36.6M added.
  • The largest Pitney Bowes seller in Q3 2016 was Neuberger Berman Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2016.