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Pitney Bowes

314 hedge funds and large institutions have $935M invested in Pitney Bowes in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

21% more capital invested

Capital invested by funds: $775M → $935M (+$161M)

2.8% more ownership

Funds ownership: 70.75%73.55% (+2.8%)

3% more funds holding

Funds holding: 306314 (+8)

8% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 93

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $8.44M

Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
50
Increased
100
Reduced
93
Closed
41
Calls
$5.34M
Puts
$8.44M
Net Calls
-$3.09M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
276
American Research & Management Company
Massachusetts
$7K +$6.92K +1,000 New
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$7K +$7.25K +1,048 New
First Manhattan
278
First Manhattan
New York
$6K -$11.3K -1,635 -64%
CAL
279
Capital Advisors Ltd
Ohio
$5K
TFS
280
TrustCore Financial Services
Tennessee
$5K +$4.83K +698 New
MNBTD
281
Moody National Bank Trust Division
Texas
$5K +$4.84K +700 New
CFGS
282
Concourse Financial Group Securities
Alabama
$4K
AF
283
Allworth Financial
California
$4K +$1.15K +166 +40%
ATC
284
Adirondack Trust Company
New York
$4K +$3.46K +500 New
CA
285
Centerpoint Advisors
Massachusetts
$3K
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$3K
HI
287
Hudock Inc
Pennsylvania
$3K
JCM
288
Jacobi Capital Management
Pennsylvania
$3K
MFW
289
Mosaic Family Wealth
Missouri
$3K
PCA
290
Providence Capital Advisors
North Carolina
$3K
SWM
291
SeaCrest Wealth Management
New York
$3K
MSA
292
Marino Stram & Associates
Massachusetts
$3K +$21 +3 +0.7%
MWM
293
Mascoma Wealth Management
New Hampshire
$3K +$2.87K +415 New
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$2K
TWA
295
TCI Wealth Advisors
Arizona
$2K
HGWM
296
Harvest Group Wealth Management
Massachusetts
$2K +$2.04K +295 New
APA
297
American Portfolios Advisors
New York
$1.75K
AF
298
Advisornet Financial
Minnesota
$1K
CFA
299
Carroll Financial Associates
North Carolina
$1K
CAM
300
Cresset Asset Management
Illinois
$1K

PBI Hedge Fund Activity: Q1 2019 in Review

314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2019, worth a combined $935M — up 21% from $775M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PBI positions and 41 closed out — a net gain of 9 holders — while 100 added to existing stakes and 93 trimmed.

The largest buyer was Miller Value Partners, opening a new position worth an estimated $16.5M. The largest seller was BlackRock, cutting an estimated $27.2M.

  • 314 institutional investors held Pitney Bowes (PBI) as of Q1 2019, up from 306 in Q4 2018.
  • Funds reported $935M of Pitney Bowes stock for Q1 2019, up 21% quarter-over-quarter.
  • 50 funds opened new Pitney Bowes positions in Q1 2019 and 41 closed out, a net change of +9 holders.
  • The largest Pitney Bowes buyer in Q1 2019 was Miller Value Partners, an estimated $16.5M added.
  • The largest Pitney Bowes seller in Q1 2019 was BlackRock, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.