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Pitney Bowes

341 hedge funds and large institutions have $3.41B invested in Pitney Bowes in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.51M

1.45% less ownership

Funds ownership: 85.86%84.42% (-1.4%)

5% less funds holding

Funds holding: 359341 (-18)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 143

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $5.25B → $3.41B (-$1.85B)

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
143
Closed
49
Calls
$9.25M
Puts
$7.51M
Net Calls
+$1.74M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
276
Kistler-Tiffany Companies
Pennsylvania
$34K -$19.4K -1,021 -39%
SF
277
Synovus Financial
Georgia
$31K
FCCM
278
First City Capital Management
Georgia
$30.2K -$133K -7,000 -83%
TCOV
279
Trust Company of Vermont
Vermont
$30K +$3.8K +200 +17%
CFN
280
Cordasco Financial Network
Florida
$29K
PAM
281
PartnerRe Asset Management
Connecticut
$27K -$1.9K -100 -7%
PAIA
282
Park Avenue Institutional Advisers
New York
$27K -$665 -35 -3%
AIP
283
Ameritas Investment Partners
Nebraska
$27K
Simplex Trading
284
Simplex Trading
Illinois
$25K -$63.6K -3,348 -74%
CCA
285
Checchi Capital Advisers
California
$25K +$22K +1,159 New
ASN
286
Advisory Services Network
Georgia
$24K +$20.3K +1,066 +2,132%
EWM
287
Evercore Wealth Management
New York
$23K
HDIM
288
Hanson & Doremus Investment Management
Vermont
$22K
GWM
289
Geneos Wealth Management
Colorado
$21K +$19.1K +1,006 New
ECM
290
Estabrook Capital Management
New York
$19.4K
RWA
291
Ropes Wealth Advisors
Massachusetts
$19K -$38.1K -2,005 -69%
APSP
292
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K +$152 +8 +1%
JIC
293
Joel Isaacson & Co
New York
$18K +$152 +8 +1%
CAL
294
Capital Advisors Ltd
Ohio
$17K
GLI
295
Guardian Life Insurance
New York
$16K -$3.93K -207 -22%
BL
296
Balentine LLC
Georgia
$14K +$114 +6 +1%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$13K
BWA
298
Burt Wealth Advisors
Maryland
$12K
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$11K -$49.6K -2,610 -84%
HI
300
Hudock Inc
Pennsylvania
$11K

PBI Hedge Fund Activity: Q1 2016 in Review

341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2016, worth a combined $3.41B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBI and 34 opened new positions — a net loss of 15 holders — while 143 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $451M sold.

  • 341 institutional investors held Pitney Bowes (PBI) as of Q1 2016, down from 359 in Q4 2015.
  • Funds reported $3.41B of Pitney Bowes stock for Q1 2016, down 35% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q1 2016 and 49 closed out, a net change of -15 holders.
  • The largest Pitney Bowes buyer in Q1 2016 was Bank of New York Mellon, an estimated $27M added.
  • The largest Pitney Bowes seller in Q1 2016 was Americafirst Capital Management, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2016.