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Pitney Bowes
PBI

321 hedge funds and large institutions have $1.98B invested in Pitney Bowes in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 109 increasing their positions, 120 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 120

2.47% less ownership

Funds ownership: 78.04% → 75.57% (-2.5%)

8% less funds holding

Funds holding: 348 → 321 (-27)

10% less capital invested

Capital invested by funds: $2.2B → $1.98B (-$219M)

26% less call options, than puts

Call options by funds: $6.6M | Put options by funds: $8.97M

48% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 48

Holders
321
Holders Change
-27
Holders Change %
-7.76%
% of All Funds
8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
109
Reduced
120
Closed
48
Calls
$6.6M
Puts
$8.97M
Net Calls
-$2.37M
Net Calls Change
+$100K

Top Buyers

1
SCM
Sirios Capital Management
Massachusetts
+$44.1M
2
MHI
Miller Howard Investments
New York
+$17.3M
3
APCM
Arbiter Partners Capital Management
New York
+$12.7M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$11M
5
LSV Asset Management
LSV Asset Management
Illinois
+$8.37M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$24.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$21.6M
4
Invesco
Invesco
Georgia
-$16.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$99K – – –
PVH
252
Psagot Value Holdings
Israel
$98K +$20.6K +1,500 +27%
NSIM
253
North Star Investment Management
Illinois
$91K +$55 +4 +0.1%
OMCS
254
Old Mutual Customised Solutions
South Africa
$87K – – –
DekaBank Deutsche Girozentrale
255
DekaBank Deutsche Girozentrale
Germany
$80K – – –
WIM
256
Westside Investment Management
California
$78K – – –
BCM
257
Blume Capital Management
California
$78K – – –
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$62K +$11.5K +840 +23%
LJHT
259
Laurie J. Hall Trustee
$56K – – –
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K – – –
CG
261
Cutler Group
California
$43K +$38.7K +2,820 +940%
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$42K -$3.02K -220 -7%
Fuller & Thaler Asset Management
263
Fuller & Thaler Asset Management
California
$38K +$37.1K +2,700 New
CFA
264
Carroll Financial Associates
North Carolina
$32K – – –
EFSCE
265
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$1.62K +118 +6%
RE
266
RBC Europe
United Kingdom
$28K +$27.5K +2,000 New
CTC
267
Central Trust Company
Missouri
$28K – – –
MRCM
268
M&R Capital Management
New Jersey
$28K – – –
LNB
269
Ledyard National Bank
$28K +$11.1K +805 +68%
Parallax Volatility Advisers
270
Parallax Volatility Advisers
California
$25K -$184K -13,402 -88%
First Manhattan
271
First Manhattan
New York
$22K – – –
FFC
272
First Financial Corp
Indiana
$21K – – –
NIT
273
NumerixS Investment Technologies
British Columbia, Canada
$20K -$191K -13,900 -91%
KTC
274
Kistler-Tiffany Companies
Pennsylvania
$20K +$2.75K +200 +16%
Barrow, Hanley, Mewhinney & Strauss
275
Barrow, Hanley, Mewhinney & Strauss
Texas
$19K – – –
9 10
11
12 13

PBI Hedge Fund Activity: Q3 2017 in Review

321 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2017, worth a combined $1.98B — down 10% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 25 opened new positions — a net loss of 23 holders — while 120 trimmed existing stakes and 109 added.

The largest buyer was Sirios Capital Management, opening a new position worth an estimated $44.1M. The largest seller was Bank of New York Mellon, cutting an estimated $39.8M.

  • 321 institutional investors held Pitney Bowes (PBI) as of Q3 2017, down from 348 in Q2 2017.
  • Funds reported $1.98B of Pitney Bowes stock for Q3 2017, down 10% quarter-over-quarter.
  • 25 funds opened new Pitney Bowes positions in Q3 2017 and 48 closed out, a net change of -23 holders.
  • The largest Pitney Bowes buyer in Q3 2017 was Sirios Capital Management, an estimated $44.1M added.
  • The largest Pitney Bowes seller in Q3 2017 was Bank of New York Mellon, an estimated $39.8M sold.

Based on aggregated 13F filings for Q3 2017.