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Pitney Bowes
PBI

240 hedge funds and large institutions have $675M invested in Pitney Bowes in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

96% more capital invested

Capital invested by funds: $344M → $675M (+$331M)

14% more funds holding

Funds holding: 210 → 240 (+30)

3.12% less ownership

Funds ownership: 77.13% → 74.01% (-3.1%)

48% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $24.7M

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
240
Holders Change
+30
Holders Change %
+14.29%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
45
Reduced
96
Closed
21
Calls
$12.9M
Puts
$24.7M
Net Calls
-$11.9M
Net Calls Change
-$3.34M

Top Buyers

Rank Fund Capital Flow
1
AI
Atom Investors
Texas
+$14.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.2M
3
MVP
Miller Value Partners
Florida
+$8.83M
4
VC
Voss Capital
Texas
+$3.78M
5
Millennium Management
Millennium Management
New York
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$14.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$13.9M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$8.74M
4
Norges Bank
Norges Bank
Norway
-$6.24M
5
CCP
Clifford Capital Partners
Utah
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
251
Burney Company
Virginia
– -$27K -10,225 Closed
LIA
252
LS Investment Advisors
Michigan
– -$15K -5,657 Closed
CFD
253
Creative Financial Designs
Indiana
– -$9K -3,565 Closed
OSNBOA
254
Old Second National Bank of Aurora
Illinois
– -$9K -3,342 Closed
MWA
255
MFA Wealth Advisors
Pennsylvania
– -$7.23K -2,781 Closed
CFGS
256
Concourse Financial Group Securities
Alabama
– -$3.01K -653 Closed
PAG
257
Private Advisor Group
New Jersey
– -$2K -596 Closed
WR
258
Watson Rebecca
– -$1K -415 Closed
DOA
259
D'Orazio & Associates
Virginia
– -$1K -200 Closed
7 8 9 10
11

PBI Hedge Fund Activity: Q3 2020 in Review

240 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2020, worth a combined $675M — up 96% from $344M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PBI positions and 21 closed out — a net gain of 31 holders — while 45 added to existing stakes and 96 trimmed.

The largest buyer was Atom Investors, opening a new position worth an estimated $14.4M. The largest seller was Victory Capital Management, cutting an estimated $14.3M.

  • 240 institutional investors held Pitney Bowes (PBI) as of Q3 2020, up from 210 in Q2 2020.
  • Funds reported $675M of Pitney Bowes stock for Q3 2020, up 96% quarter-over-quarter.
  • 52 funds opened new Pitney Bowes positions in Q3 2020 and 21 closed out, a net change of +31 holders.
  • The largest Pitney Bowes buyer in Q3 2020 was Atom Investors, an estimated $14.4M added.
  • The largest Pitney Bowes seller in Q3 2020 was Victory Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2020.