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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$307K +$41.8K +1,694 +17%
LCP
277
Lombardia Capital Partners
California
$306K
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$306K +$17.3K +703 +6%
AL
279
Airain Ltd
Guernsey
$301K +$285K +11,573 New
Fuller & Thaler Asset Management
280
Fuller & Thaler Asset Management
California
$296K +$281K +11,400 New
Verition Fund Management
281
Verition Fund Management
Connecticut
$293K +$11.6K +471 +4%
BA
282
Bennicas & Associates
California
$268K
First Manhattan
283
First Manhattan
New York
$265K
DTL
284
Dynamic Technology Lab
Singapore
$265K +$252K +10,200 New
LIA
285
LS Investment Advisors
Michigan
$264K +$51.4K +2,085 +26%
SKK
286
Shepherd Kaplan Krochuk
Massachusetts
$264K +$250K +10,146 New
PCC
287
Park Circle Company
Maryland
$260K +$247K +10,000 New
GCP
288
GSA Capital Partners
United Kingdom
$257K +$244K +9,877 New
TCMG
289
TSP Capital Management Group
New Jersey
$255K
CAM
290
Carret Asset Management
New York
$252K -$239K -9,680 -50%
PSUF
291
People's United Financial
Connecticut
$249K
WA
292
Wheatland Advisors
Pennsylvania
$246K
SIM
293
Sentry Investment Management
Wisconsin
$239K
MYAM
294
Meiji Yasuda Asset Management
Japan
$235K
DekaBank Deutsche Girozentrale
295
DekaBank Deutsche Girozentrale
Germany
$234K
AIM
296
abrdn Investment Management
United Kingdom
$233K +$2.12K +86 +1%
CCB
297
Cutter & Co Brokerage
Missouri
$229K -$5.92K -240 -3%
SIM
298
Strategic Investment Management
Virginia
$223K
ICOA
299
Investment Centers of America
North Dakota
$223K +$302K +12,262 New
FCCM
300
First City Capital Management
Georgia
$218K +$207K +8,400 New

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.