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Pitney Bowes

359 hedge funds and large institutions have $5.25B invested in Pitney Bowes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $4.7B → $5.25B (+$555M)

8% more funds holding

Funds holding: 331359 (+28)

0.66% less ownership

Funds ownership: 86.53%85.86% (-0.66%)

19% less call options, than puts

Call options by funds: $9.92M | Put options by funds: $12.2M

34% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 141

Holders
359
Holders Change
+28
Holders Change %
+8.46%
% of All Funds
9.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
93
Reduced
141
Closed
28
Calls
$9.92M
Puts
$12.2M
Net Calls
-$2.26M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
301
Cordasco Financial Network
Florida
$28K
AIP
302
Ameritas Investment Partners
Nebraska
$26K -$5.21K -252 -17%
PAIA
303
Park Avenue Institutional Advisers
New York
$26K -$1.32K -64 -5%
TCOV
304
Trust Company of Vermont
Vermont
$25K
EWM
305
Evercore Wealth Management
New York
$22K
N
306
Nuveen
North Carolina
$21.9K -$7.5M -362,496 -25%
HDIM
307
Hanson & Doremus Investment Management
Vermont
$21K
GLI
308
Guardian Life Insurance
New York
$19K -$5.05K -244 -21%
ECM
309
Estabrook Capital Management
New York
$18.6K
MUS
310
Mitsubishi UFJ Securities
Japan
$18K +$18.4K +890 New
CAL
311
Capital Advisors Ltd
Ohio
$17K
JIC
312
Joel Isaacson & Co
New York
$17K +$145 +7 +0.9%
APSP
313
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K +$16.7K +807 New
IR
314
Invictus RG
Bermuda
$16K +$16.2K +782 New
CTC
315
Central Trust Company
Missouri
$14K
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
BL
317
Balentine LLC
Georgia
$13K +$124 +6 +1%
BFEC
318
Benjamin F. Edwards & Company
Missouri
$12K -$62.1K -3,000 -83%
BWA
319
Burt Wealth Advisors
Maryland
$11K
HI
320
Hudock Inc
Pennsylvania
$11K
NFG
321
Next Financial Group
Texas
$10K -$12.4K -600 -55%
EWM
322
Endurance Wealth Management
Rhode Island
$10K
LNB
323
Ledyard National Bank
$10K
MA
324
MCF Advisors
Kentucky
$10K
PFSC
325
Peoples Financial Services Corp
Pennsylvania
$10K

PBI Hedge Fund Activity: Q4 2015 in Review

359 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2015, worth a combined $5.25B — up 12% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBI positions and 28 closed out — a net gain of 30 holders — while 93 added to existing stakes and 141 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.7M. The largest seller was Bank of New York Mellon, cutting an estimated $71.8M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2015, up from 331 in Q3 2015.
  • Funds reported $5.25B of Pitney Bowes stock for Q4 2015, up 12% quarter-over-quarter.
  • 58 funds opened new Pitney Bowes positions in Q4 2015 and 28 closed out, a net change of +30 holders.
  • The largest Pitney Bowes buyer in Q4 2015 was American Century Companies, an estimated $17.7M added.
  • The largest Pitney Bowes seller in Q4 2015 was Bank of New York Mellon, an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2015.