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Pitney Bowes

351 hedge funds and large institutions have $1.59B invested in Pitney Bowes in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

9% more funds holding

Funds holding: 321351 (+30)

0.41% more ownership

Funds ownership: 75.57%75.98% (+0.41%)

20% less capital invested

Capital invested by funds: $1.98B → $1.59B (-$390M)

65% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $46.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
79
Increased
111
Reduced
100
Closed
46
Calls
$16.1M
Puts
$46.4M
Net Calls
-$30.2M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
276
Laurie J. Hall Trustee
$45K
JFGIW
277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K
MAM
278
Meeder Asset Management
Ohio
$41K -$721K -61,150 -94%
ASN
279
Advisory Services Network
Georgia
$41K +$39.9K +3,384 +1,128%
SFG
280
SevenBridge Financial Group
Pennsylvania
$32K +$11.8K +1,000 +135%
CT
281
CPF Texas
Texas
$26K +$28.3K +2,400 New
RE
282
RBC Europe
United Kingdom
$22.4K
CTC
283
Central Trust Company
Missouri
$22K
MRCM
284
M&R Capital Management
New Jersey
$22K
PCC
285
Park Circle Company
Maryland
$22K +$23.6K +2,000 New
LNB
286
Ledyard National Bank
$20K -$2.36K -200 -10%
WCBA
287
Weaver C. Barksdale & Associates
Tennessee
$19K +$4.18K +355 +26%
SIS
288
Sound Income Strategies
Florida
$18K +$17.7K +1,501 New
PSC
289
Prentiss Smith & Co
Vermont
$18K +$18.9K +1,600 New
FFC
290
First Financial Corp
Indiana
$17K
KTC
291
Kistler-Tiffany Companies
Pennsylvania
$16K
CPA
292
Clear Perspective Advisors
Illinois
$16K +$15.2K +1,290 +1,290%
Barrow, Hanley, Mewhinney & Strauss
293
Barrow, Hanley, Mewhinney & Strauss
Texas
$15K
WWMSC
294
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$13K +1,106 New
CFA
295
Carroll Financial Associates
North Carolina
$14K -$12.1K -1,025 -44%
CCM
296
Cribstone Capital Management
Maine
$14K
CCM
297
Covington Capital Management
California
$14K +$14.7K +1,250 New
HDIM
298
Hanson & Doremus Investment Management
Vermont
$11K
TCOV
299
Trust Company of Vermont
Vermont
$11K
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$10K -$40.8K -3,464 -78%

PBI Hedge Fund Activity: Q4 2017 in Review

351 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2017, worth a combined $1.59B — down 20% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PBI positions and 46 closed out — a net gain of 33 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $41.6M. The largest seller was Miller Howard Investments, cutting an estimated $58.1M.

  • 351 institutional investors held Pitney Bowes (PBI) as of Q4 2017, up from 321 in Q3 2017.
  • Funds reported $1.59B of Pitney Bowes stock for Q4 2017, down 20% quarter-over-quarter.
  • 79 funds opened new Pitney Bowes positions in Q4 2017 and 46 closed out, a net change of +33 holders.
  • The largest Pitney Bowes buyer in Q4 2017 was Schroder Investment Management Group, an estimated $41.6M added.
  • The largest Pitney Bowes seller in Q4 2017 was Miller Howard Investments, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2017.