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Pitney Bowes

361 hedge funds and large institutions have $4.06B invested in Pitney Bowes in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $15.7M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

1% more funds holding

Funds holding: 359361 (+2)

0.06% more ownership

Funds ownership: 86.4%86.46% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 123

39% less capital invested

Capital invested by funds: $6.61B → $4.06B (-$2.55B)

Holders
361
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
121
Reduced
123
Closed
44
Calls
$35.5M
Puts
$15.7M
Net Calls
+$19.8M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
301
Pinnacle Summer Investments
Virginia
$65K
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$64K +$186 +8 +0.3%
SCA
303
Strategic Capital Alternatives
United States
$60K +$59.5K +2,558 New
FHA
304
First Horizon Advisors
Tennessee
$59K +$1.09K +47 +2%
CFN
305
Cordasco Financial Network
Florida
$50K
HPBT
306
High Point Bank & Trust
North Carolina
$46K
ASN
307
Advisory Services Network
Georgia
$45K -$57.6K -2,474 -56%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$44K +$8.71K +374 +25%
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$20.9K +900 +93%
MA
310
MUFG Americas
New York
$43K -$4.66K -200 -10%
AIP
311
Ameritas Investment Partners
Nebraska
$40K
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$38K -$2.12K -91 -5%
Simplex Trading
313
Simplex Trading
Illinois
$36K +$36K +1,546 New
TRCT
314
Tower Research Capital (TRC)
New York
$33K +$33.2K +1,428 New
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$32K -$24.5K -1,053 -43%
GIS
316
Guardian Investor Services
New York
$32K -$233 -10 -0.7%
NFG
317
Next Financial Group
Texas
$32K
TCOV
318
Trust Company of Vermont
Vermont
$28K
EWM
319
Evercore Wealth Management
New York
$25K
HDIM
320
Hanson & Doremus Investment Management
Vermont
$23K
NYLT
321
New York Life Trust
New York
$22K -$90.2K -3,875 -80%
IRS
322
Invictus RG (Singapore)
Singapore
$21K -$44.6K -1,914 -68%
GLI
323
Guardian Life Insurance
New York
$20K -$6.35K -273 -24%
CAL
324
Capital Advisors Ltd
Ohio
$19K
JIC
325
Joel Isaacson & Co
New York
$19K +$140 +6 +0.8%

PBI Hedge Fund Activity: Q1 2015 in Review

361 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2015, worth a combined $4.06B — down 39% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PBI positions and 44 closed out — a net gain of 7 holders — while 121 added to existing stakes and 123 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $95.2M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $75.5M sold.

  • 361 institutional investors held Pitney Bowes (PBI) as of Q1 2015, up from 359 in Q4 2014.
  • Funds reported $4.06B of Pitney Bowes stock for Q1 2015, down 39% quarter-over-quarter.
  • 51 funds opened new Pitney Bowes positions in Q1 2015 and 44 closed out, a net change of +7 holders.
  • The largest Pitney Bowes buyer in Q1 2015 was Westwood Holdings Group, an estimated $95.2M added.
  • The largest Pitney Bowes seller in Q1 2015 was Systematic Financial Management, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2015.