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Pitney Bowes

314 hedge funds and large institutions have $935M invested in Pitney Bowes in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

21% more capital invested

Capital invested by funds: $775M → $935M (+$161M)

2.8% more ownership

Funds ownership: 70.75%73.55% (+2.8%)

3% more funds holding

Funds holding: 306314 (+8)

8% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 93

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $8.44M

Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
50
Increased
100
Reduced
93
Closed
41
Calls
$5.34M
Puts
$8.44M
Net Calls
-$3.09M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
Blume Capital Management
California
$38K
HNB
252
Huntington National Bank
Ohio
$33K -$14.6K -2,112 -31%
NSIM
253
North Star Investment Management
Illinois
$32K -$97 -14 -0.3%
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
S
255
SignatureFD
Georgia
$26K -$3.27K -472 -11%
SFG
256
SevenBridge Financial Group
Pennsylvania
$24K
CFD
257
Creative Financial Designs
Indiana
$24K +$24.7K +3,565 New
OSNBOA
258
Old Second National Bank of Aurora
Illinois
$23K
TAIM
259
TD Ameritrade Investment Management
Nebraska
$21K -$29.3K -4,240 -59%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$20K
RFC
261
Regions Financial Corp
Alabama
$20K
TI
262
Truehand Inc
New Hampshire
$18K -$2.08K -300 -10%
SCM
263
Shelton Capital Management
Colorado
$14.1K -$97K -14,023 -99%
CI
264
CX Institutional
Indiana
$14K
MRCM
265
M&R Capital Management
New Jersey
$14K
GWM
266
Geneos Wealth Management
Colorado
$13K +$7.57K +1,094 +123%
BDWM
267
Brewin Dolphin Wealth Management
Ireland
$11K
HI
268
Human Investing
Oregon
$10K -$900K -130,098 -99%
SIS
269
Sound Income Strategies
Florida
$10K
CCM
270
Cribstone Capital Management
Maine
$9K
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$14.5K -2,100 -65%
KTC
272
Kistler-Tiffany Companies
Pennsylvania
$8K
HDIM
273
Hanson & Doremus Investment Management
Vermont
$7K
FHA
274
Flagship Harbor Advisors
Massachusetts
$7K +$28 +4 +0.4%
AOWM
275
Alpha Omega Wealth Management
Virginia
$7K +$6.92K +1,000 New

PBI Hedge Fund Activity: Q1 2019 in Review

314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2019, worth a combined $935M — up 21% from $775M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PBI positions and 41 closed out — a net gain of 9 holders — while 100 added to existing stakes and 93 trimmed.

The largest buyer was Miller Value Partners, opening a new position worth an estimated $16.5M. The largest seller was BlackRock, cutting an estimated $27.2M.

  • 314 institutional investors held Pitney Bowes (PBI) as of Q1 2019, up from 306 in Q4 2018.
  • Funds reported $935M of Pitney Bowes stock for Q1 2019, up 21% quarter-over-quarter.
  • 50 funds opened new Pitney Bowes positions in Q1 2019 and 41 closed out, a net change of +9 holders.
  • The largest Pitney Bowes buyer in Q1 2019 was Miller Value Partners, an estimated $16.5M added.
  • The largest Pitney Bowes seller in Q1 2019 was BlackRock, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.