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Pitney Bowes

371 hedge funds and large institutions have $4.42B invested in Pitney Bowes in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $42.1M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.46% more ownership

Funds ownership: 85.47%85.93% (+0.46%)

8% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 141

1% less funds holding

Funds holding: 375371 (-4)

8% less capital invested

Capital invested by funds: $4.79B → $4.42B (-$365M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
371
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
10.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
36
Increased
130
Reduced
141
Closed
34
Calls
$95.4M
Puts
$42.1M
Net Calls
+$53.3M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
301
Tower Research Capital (TRC)
New York
$147K +$118K +4,404 +298%
BCM
302
Blume Capital Management
California
$140K
IGIM
303
I.G. Investment Management
Manitoba, Canada
$131K +$140K +5,254 New
SF
304
Synovus Financial
Georgia
$129K +$17.4K +650 +14%
WA
305
WFG Advisors
Texas
$114K +$829 +31 +0.7%
NYLT
306
New York Life Trust
New York
$111K +$6.5K +243 +6%
SIM
307
Sentry Investment Management
Wisconsin
$110K -$14.5K -542 -11%
1IC
308
1919 Investment Counsel
Maryland
$108K -$5.35K -200 -4%
SOAMC
309
Spirit of America Management Corp
New York
$100K
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97K
Toronto Dominion Bank
311
Toronto Dominion Bank
Ontario, Canada
$96K +$134 +5 +0.1%
PAM
312
PartnerRe Asset Management
Connecticut
$93K -$15.9K -596 -14%
HIM
313
Hillsdale Investment Management
Ontario, Canada
$85K
NSIM
314
North Star Investment Management
Illinois
$78K -$22.1K -825 -21%
NFG
315
Next Financial Group
Texas
$77K +$77.1K +2,883 +1,442%
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$73K -$21.4K -800 -21%
Nordea Investment Management
317
Nordea Investment Management
Sweden
$71K
QI
318
QS Investors
New York
$71K
PSI
319
Pinnacle Summer Investments
Virginia
$69K +$8.02K +300 +12%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$58K -$13.2K -492 -17%
CFN
321
Cordasco Financial Network
Florida
$53K
MA
322
MUFG Americas
New York
$51K
HPBT
323
High Point Bank & Trust
North Carolina
$50K +$6.23K +233 +13%
W
324
Wealthfront
California
$45K -$2.14K -80 -4%
Mitsubishi UFJ Asset Management
325
Mitsubishi UFJ Asset Management
Japan
$44K -$115K -4,286 -71%

PBI Hedge Fund Activity: Q3 2014 in Review

371 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2014, worth a combined $4.42B — down 7.6% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 34 closed out — a net gain of 2 holders — while 130 added to existing stakes and 141 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $33.7M. The largest seller was Alken Asset Management, cutting an estimated $82.1M.

  • 371 institutional investors held Pitney Bowes (PBI) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $4.42B of Pitney Bowes stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q3 2014 and 34 closed out, a net change of +2 holders.
  • The largest Pitney Bowes buyer in Q3 2014 was Gotham Asset Management, an estimated $33.7M added.
  • The largest Pitney Bowes seller in Q3 2014 was Alken Asset Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2014.