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Pitney Bowes

359 hedge funds and large institutions have $5.25B invested in Pitney Bowes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $4.7B → $5.25B (+$555M)

8% more funds holding

Funds holding: 331359 (+28)

0.66% less ownership

Funds ownership: 86.53%85.86% (-0.66%)

19% less call options, than puts

Call options by funds: $9.92M | Put options by funds: $12.2M

34% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 141

Holders
359
Holders Change
+28
Holders Change %
+8.46%
% of All Funds
9.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
93
Reduced
141
Closed
28
Calls
$9.92M
Puts
$12.2M
Net Calls
-$2.26M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
276
North Star Investment Management
Illinois
$82K +$17.1K +825 +26%
IA
277
IFP Advisors
Florida
$82K +$82.5K +3,986 New
JFGIW
278
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$69K +$5.85K +283 +9%
LJHT
280
Laurie J. Hall Trustee
$69K +$82.7K +4,000 New
IPC
281
Independent Portfolio Consultants
Florida
$68K +$9.82K +475 +17%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$64K +$3.97K +192 +7%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$64K +$64.3K +3,108 New
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$62K +$186 +9 +0.3%
QI
285
QS Investors
New York
$60K +$579 +28 +1%
RWA
286
Ropes Wealth Advisors
Massachusetts
$60K +$59.9K +2,895 New
Nordea Investment Management
287
Nordea Investment Management
Sweden
$59K
FHA
288
First Horizon Advisors
Tennessee
$56K -$1.99K -96 -3%
Victory Capital Management
289
Victory Capital Management
Texas
$55K +$54.9K +2,654 New
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$51K
KLWA
291
Kelly Lawrence W & Associates
California
$46K +$46.5K +2,250 New
EDRH
292
Edmond de Rothschild Holding
Switzerland
$45K
EDRS
293
Edmond de Rothschild (Suisse)
Switzerland
$45K
Fuller & Thaler Asset Management
294
Fuller & Thaler Asset Management
California
$41K
MA
295
MUFG Americas
New York
$38K
HPBT
296
High Point Bank & Trust
North Carolina
$31K -$10.3K -500 -25%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$31K -$3.25K -157 -9%
SF
298
Synovus Financial
Georgia
$29K -$45.5K -2,200 -60%
WAM
299
Wealthspire Advisors (Maryland)
Maryland
$29K +$28.6K +1,381 New
PAM
300
PartnerRe Asset Management
Connecticut
$28K -$47.6K -2,302 -63%

PBI Hedge Fund Activity: Q4 2015 in Review

359 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2015, worth a combined $5.25B — up 12% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBI positions and 28 closed out — a net gain of 30 holders — while 93 added to existing stakes and 141 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.7M. The largest seller was Bank of New York Mellon, cutting an estimated $71.8M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2015, up from 331 in Q3 2015.
  • Funds reported $5.25B of Pitney Bowes stock for Q4 2015, up 12% quarter-over-quarter.
  • 58 funds opened new Pitney Bowes positions in Q4 2015 and 28 closed out, a net change of +30 holders.
  • The largest Pitney Bowes buyer in Q4 2015 was American Century Companies, an estimated $17.7M added.
  • The largest Pitney Bowes seller in Q4 2015 was Bank of New York Mellon, an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2015.