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Pitney Bowes

255 hedge funds and large institutions have $602M invested in Pitney Bowes in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 75.34%77.06% (+1.7%)

3% more capital invested

Capital invested by funds: $581M → $602M (+$20.3M)

7% less funds holding

Funds holding: 274255 (-19)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

39% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 99

47% less call options, than puts

Call options by funds: $4.7M | Put options by funds: $8.8M

Holders
255
Holders Change
-19
Holders Change %
-6.93%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
60
Reduced
99
Closed
46
Calls
$4.7M
Puts
$8.8M
Net Calls
-$4.1M
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
276
Essex Savings Bank
Connecticut
-$34K -8,000 Closed
JFGIW
277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$17K -3,900 Closed
DWM
278
Doyle Wealth Management
Florida
-$12K -2,765 Closed
CFG
279
Citizens Financial Group
Rhode Island
-$10K -2,300 Closed
SWA
280
Sutton Wealth Advisors
Florida
-$8.29K -1,938 Closed
BCA
281
Berman Capital Advisors
Georgia
-$6K -1,570 Closed
AOWM
282
Alpha Omega Wealth Management
Virginia
-$4K -1,000 Closed
HDIM
283
Hanson & Doremus Investment Management
Vermont
-$4K -1,000 Closed
SFG
284
SevenBridge Financial Group
Pennsylvania
-$21K -1,000 Closed
CFGS
285
Concourse Financial Group Securities
Alabama
-$2.62K -653 Closed
CAW
286
Cornerstone Advisors (Washington)
Washington
-$2K -558 Closed
TFO
287
Tarbox Family Office
California
-$2.08K -518 -98%
HGWM
288
Harvest Group Wealth Management
Massachusetts
-$2K -509 Closed
JIM
289
Jupiter Investment Management
United Kingdom
-$1K -462 Closed
MWM
290
Mascoma Wealth Management
New Hampshire
-$2K -415 Closed
TAIM
291
TD Ameritrade Investment Management
Nebraska
-$2K -396 Closed
PCP
292
Proficio Capital Partners
Massachusetts
-$1K -331 Closed
CFA
293
Carroll Financial Associates
North Carolina
-$802 -200 Closed
EWM
294
Executive Wealth Management
Michigan
-$1K -200 Closed
TRCT
295
Tower Research Capital (TRC)
New York
-$1K -152 Closed
GWS
296
Glassman Wealth Services
Virginia
-$493 -123 -97%
SFS
297
Sowell Financial Services
Arkansas
+$389 +97 New

PBI Hedge Fund Activity: Q3 2019 in Review

255 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2019, worth a combined $602M — up 3.5% from $581M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PBI and 29 opened new positions — a net loss of 17 holders — while 99 trimmed existing stakes and 60 added.

The largest buyer was Miller Value Partners, adding an estimated $4.93M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $7.7M sold.

  • 255 institutional investors held Pitney Bowes (PBI) as of Q3 2019, down from 274 in Q2 2019.
  • Funds reported $602M of Pitney Bowes stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 29 funds opened new Pitney Bowes positions in Q3 2019 and 46 closed out, a net change of -17 holders.
  • The largest Pitney Bowes buyer in Q3 2019 was Miller Value Partners, an estimated $4.93M added.
  • The largest Pitney Bowes seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2019.