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Pitney Bowes

359 hedge funds and large institutions have $6.61B invested in Pitney Bowes in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $29.7M

50% more capital invested

Capital invested by funds: $4.42B → $6.61B (+$2.19B)

0.47% more ownership

Funds ownership: 85.93%86.4% (+0.47%)

3% less funds holding

Funds holding: 371359 (-12)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 145

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
359
Holders Change
-12
Holders Change %
-3.23%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
41
Increased
113
Reduced
145
Closed
48
Calls
$55.2M
Puts
$29.7M
Net Calls
+$25.5M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
301
Kistler-Tiffany Companies
Pennsylvania
$67K -$4.69K -192 -7%
PSI
302
Pinnacle Summer Investments
Virginia
$67K
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$67K +$66.8K +2,736 New
Fuller & Thaler Asset Management
304
Fuller & Thaler Asset Management
California
$63K -$115K -4,700 -64%
IMS
305
Index Management Solutions
Pennsylvania
$63K +$26.4K +1,080 +71%
ACPU
306
Arrowgrass Capital Partners (US)
Delaware
$61K +$61K +2,499 New
FHA
307
First Horizon Advisors
Tennessee
$60K +$53.8K +2,203 +874%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$59K +$2.64K +108 +5%
CFN
309
Cordasco Financial Network
Florida
$52K
MA
310
MUFG Americas
New York
$50K
HPBT
311
High Point Bank & Trust
North Carolina
$48K
SSG
312
Summit Securities Group
New York
$46K -$110K -4,500 -70%
EPM
313
Equitec Proprietary Markets
Illinois
$44K +$44.3K +1,814 New
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$42K -$586 -24 -1%
AIP
315
Ameritas Investment Partners
Nebraska
$42K +$42.9K +1,755 New
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$37K +$35.9K +1,470 New
NFG
317
Next Financial Group
Texas
$34K -$41.4K -1,695 -55%
GIS
318
Guardian Investor Services
New York
$34K -$904 -37 -3%
TCOV
319
Trust Company of Vermont
Vermont
$29K
GLI
320
Guardian Life Insurance
New York
$28K
EWM
321
Evercore Wealth Management
New York
$26K
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
HDIM
323
Hanson & Doremus Investment Management
Vermont
$24K
NES
324
New England Securities
New York
$23K -$4.76K -195 -17%
CAL
325
Capital Advisors Ltd
Ohio
$19K

PBI Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2014, worth a combined $6.61B — up 50% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 41 opened new positions — a net loss of 7 holders — while 145 trimmed existing stakes and 113 added.

The largest buyer was Bank of New York Mellon, adding an estimated $151M. The largest seller was Columbus Circle Investors, cutting an estimated $49.4M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2014, down from 371 in Q3 2014.
  • Funds reported $6.61B of Pitney Bowes stock for Q4 2014, up 50% quarter-over-quarter.
  • 41 funds opened new Pitney Bowes positions in Q4 2014 and 48 closed out, a net change of -7 holders.
  • The largest Pitney Bowes buyer in Q4 2014 was Bank of New York Mellon, an estimated $151M added.
  • The largest Pitney Bowes seller in Q4 2014 was Columbus Circle Investors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2014.