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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
301
Gagnon Securities
New York
$214K +$203K +8,244 New
BF
302
BOK Financial
Oklahoma
$210K +$200K +8,102 New
FMBTD
303
First Midwest Bank Trust Division
Illinois
$208K +$197K +8,000 New
LCS
304
Levin Capital Strategies
New York
$207K -$293K -11,890 -60%
BBHC
305
Brown Brothers Harriman & Co
New York
$198K
LFG
306
LifePlan Financial Group
Ohio
$196K
Teacher Retirement System of Texas
307
Teacher Retirement System of Texas
Texas
$191K -$4.79K -194 -3%
MERSOM
308
Municipal Employees' Retirement System of Michigan
Michigan
$179K +$4.93K +200 +3%
BCM
309
Blume Capital Management
California
$146K
IMS
310
Index Management Solutions
Pennsylvania
$129K -$10.1K -408 -8%
PAM
311
PartnerRe Asset Management
Connecticut
$127K +$814 +33 +0.7%
WA
312
WFG Advisors
Texas
$122K -$6.51K -264 -5%
1IC
313
1919 Investment Counsel
Maryland
$117K
SF
314
Synovus Financial
Georgia
$116K -$4.93K -200 -4%
PCM
315
Prelude Capital Management
New York
$112K +$94.3K +3,825 +765%
NYLT
316
New York Life Trust
New York
$106K -$4.88K -198 -5%
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$105K +$94K +3,811 +1,636%
SOAMC
318
Spirit of America Management Corp
New York
$104K +$98.7K +4,000 New
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$97K
HIM
321
Hillsdale Investment Management
Ontario, Canada
$88K
QBFM
322
QS Batterymarch Financial Management
New York
$87K -$4.88K -198 -6%
Toronto Dominion Bank
323
Toronto Dominion Bank
Ontario, Canada
$84K +$247 +10 +0.3%
NSIM
324
North Star Investment Management
Illinois
$82K +$77.4K +3,139 New
Nordea Investment Management
325
Nordea Investment Management
Sweden
$74K

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.