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Pitney Bowes

265 hedge funds and large institutions have $779M invested in Pitney Bowes in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

10% more funds holding

Funds holding: 240265 (+25)

0.57% less ownership

Funds ownership: 74.01%73.44% (-0.57%)

44% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $35.6M

Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
88
Reduced
77
Closed
28
Calls
$20.1M
Puts
$35.6M
Net Calls
-$15.6M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
251
McCarthy Asset Management
California
$2K +$1.8K +300 New
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$2K +$2.04K +340 New
FA
253
Financial Avengers
California
$2K +$2.05K +342 New
EI
254
Ellevest Inc
New York
$2K +$2.4K +400 New
Fidelity Investments
255
Fidelity Investments
Massachusetts
$1K -$4.04K -673 -75%
GRP
256
Global Retirement Partners
California
$1K
Fidelity International
257
Fidelity International
Bermuda
$1K +$180 +30 +27%
TFA
258
Toth Financial Advisory
Virginia
$1K +$601 +100 New
MA
259
Montag & Associates
Georgia
$1K +$997 +166 New
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$1K +$1.32K +220 New
AIG
261
American International Group
New York
$719 -$17.5K -2,915 -2%
Nomura Holdings
262
Nomura Holdings
Japan
-$1.86M -352,208 Closed
EGI
263
EAM Global Investors
California
-$1.33M -251,258 Closed
EI
264
EAM Investors
California
-$932K -175,538 Closed
Walleye Capital
265
Walleye Capital
New York
-$700K -131,788 Closed
DTL
266
Dynamic Technology Lab
Singapore
-$684K -128,744 Closed
QIM
267
Quantitative Investment Management
Virginia
-$380K -71,615 Closed
QC
268
Quadrature Capital
United Kingdom
-$335K -63,087 Closed
JCM
269
JS Capital Management
New York
-$313K -58,900 Closed
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
-$307K -57,849 Closed
KBC Group
271
KBC Group
Belgium
-$172K -32,520 Closed
GIM
272
Goelzer Investment Management
Indiana
-$149K -28,150 Closed
SSA
273
Schonfeld Strategic Advisors
New York
-$141K -26,442 Closed
GC
274
Guggenheim Capital
Illinois
-$113K -21,287 Closed
Wellington Management Group
275
Wellington Management Group
Massachusetts
-$112K -20,983 Closed

PBI Hedge Fund Activity: Q4 2020 in Review

265 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2020, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PBI positions and 28 closed out — a net gain of 25 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was Masters Capital Management, opening a new position worth an estimated $12M. The largest seller was Miller Value Partners, cutting an estimated $35.6M.

  • 265 institutional investors held Pitney Bowes (PBI) as of Q4 2020, up from 240 in Q3 2020.
  • Funds reported $779M of Pitney Bowes stock for Q4 2020, up 15% quarter-over-quarter.
  • 53 funds opened new Pitney Bowes positions in Q4 2020 and 28 closed out, a net change of +25 holders.
  • The largest Pitney Bowes buyer in Q4 2020 was Masters Capital Management, an estimated $12M added.
  • The largest Pitney Bowes seller in Q4 2020 was Miller Value Partners, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2020.