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Pitney Bowes

337 hedge funds and large institutions have $2.78B invested in Pitney Bowes in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $5.05M

1.45% more ownership

Funds ownership: 82.03%83.48% (+1.4%)

1% more capital invested

Capital invested by funds: $2.76B → $2.78B (+$19.3M)

4% less funds holding

Funds holding: 351337 (-14)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 132

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
337
Holders Change
-14
Holders Change %
-3.99%
% of All Funds
8.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
109
Reduced
132
Closed
38
Calls
$7.8M
Puts
$5.05M
Net Calls
+$2.75M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
MUFG Americas
New York
$37K
OMCS
277
Old Mutual Customised Solutions
South Africa
$36K -$138K -7,500 -79%
MRCM
278
M&R Capital Management
New Jersey
$36K
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$36K +$6.4K +349 +21%
CFA
280
Carroll Financial Associates
North Carolina
$33K +$18.8K +1,025 +126%
KTC
281
Kistler-Tiffany Companies
Pennsylvania
$29K
CG
282
Cutler Group
California
$28K +$7.65K +417 +36%
SF
283
Synovus Financial
Georgia
$27K
ASN
284
Advisory Services Network
Georgia
$26K +$5.5K +300 +27%
TCIM
285
TIAA CREF Investment Management
New York
$25.7K +$9.36M +510,282 +56%
CFN
286
Cordasco Financial Network
Florida
$24K
WAM
287
Wealthspire Advisors (Maryland)
Maryland
$24K
PCM
288
Prelude Capital Management
New York
$24K +$24.3K +1,322 New
AIP
289
Ameritas Investment Partners
Nebraska
$23K
TCOV
290
Trust Company of Vermont
Vermont
$22K
EWM
291
Evercore Wealth Management
New York
$21K +$1.83K +100 +9%
NFG
292
Next Financial Group
Texas
$20K +$11.5K +625 +128%
HDIM
293
Hanson & Doremus Investment Management
Vermont
$18K
LCM
294
Liberty Capital Management
Michigan
$18K +$18.3K +1,000 New
ECM
295
Estabrook Capital Management
New York
$16.3K
GWM
296
Geneos Wealth Management
Colorado
$16K
APSP
297
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K
CAL
298
Capital Advisors Ltd
Ohio
$15K
RWA
299
Ropes Wealth Advisors
Massachusetts
$15K
JIC
300
Joel Isaacson & Co
New York
$15K +$165 +9 +1%

PBI Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2016, worth a combined $2.78B — up 0.7% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 27 opened new positions — a net loss of 11 holders — while 132 trimmed existing stakes and 109 added.

The largest buyer was Invesco, adding an estimated $36.6M. The largest seller was Neuberger Berman Group, cutting an estimated $56M.

  • 337 institutional investors held Pitney Bowes (PBI) as of Q3 2016, down from 351 in Q2 2016.
  • Funds reported $2.78B of Pitney Bowes stock for Q3 2016, up 0.7% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q3 2016 and 38 closed out, a net change of -11 holders.
  • The largest Pitney Bowes buyer in Q3 2016 was Invesco, an estimated $36.6M added.
  • The largest Pitney Bowes seller in Q3 2016 was Neuberger Berman Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2016.