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Pitney Bowes

341 hedge funds and large institutions have $3.41B invested in Pitney Bowes in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.51M

1.45% less ownership

Funds ownership: 85.86%84.42% (-1.4%)

5% less funds holding

Funds holding: 359341 (-18)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 143

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $5.25B → $3.41B (-$1.85B)

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
143
Closed
49
Calls
$9.25M
Puts
$7.51M
Net Calls
+$1.74M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
301
Ledyard National Bank
$11K
MA
302
MCF Advisors
Kentucky
$11K
PFSC
303
Peoples Financial Services Corp
Pennsylvania
$11K
NFG
304
Next Financial Group
Texas
$10K
Toronto Dominion Bank
305
Toronto Dominion Bank
Ontario, Canada
$9K -$107K -5,637 -93%
CTC
306
Central Trust Company
Missouri
$9K -$4.14K -218 -33%
AF
307
Allworth Financial
California
$9K
FIB
308
First Interstate Bank
Montana
$9K
FWM
309
Focused Wealth Management
New York
$9K
DPA
310
Delphi Private Advisors
California
$9K +$8K +421 New
MFW
311
Mosaic Family Wealth
Missouri
$8K
GWM
312
Gupta Wealth Management
California
$7K
AIM
313
Anchor Investment Management
South Carolina
$6.16K +$5.43K +286 New
KT
314
Kanaly Trust
Texas
$6K
HPBT
315
High Point Bank & Trust
North Carolina
$5K -$23.8K -1,250 -84%
DSC
316
Duncker Streett & Co
Missouri
$5K
MSFP
317
Mark Sheptoff Financial Planning
Connecticut
$5K
TWA
318
TCI Wealth Advisors
Arizona
$5K
N
319
Nuveen
North Carolina
$4.6K -$16.1M -846,603 -80%
CBT
320
Central Bank & Trust
Kentucky
$4K
MWM
321
MinichMacGregor Wealth Management
New York
$3K
UMA
322
USA Mutuals Advisors
Texas
$3K
CFG
323
Citizens Financial Group
Rhode Island
$3K +$893 +47 +42%
Bessemer Group
324
Bessemer Group
New Jersey
$3K +$2.85K +150 New
HW
325
Hancock Whitney
Mississippi
$2.91K -$23.1K -1,218 -0.9%

PBI Hedge Fund Activity: Q1 2016 in Review

341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2016, worth a combined $3.41B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBI and 34 opened new positions — a net loss of 15 holders — while 143 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $451M sold.

  • 341 institutional investors held Pitney Bowes (PBI) as of Q1 2016, down from 359 in Q4 2015.
  • Funds reported $3.41B of Pitney Bowes stock for Q1 2016, down 35% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q1 2016 and 49 closed out, a net change of -15 holders.
  • The largest Pitney Bowes buyer in Q1 2016 was Bank of New York Mellon, an estimated $27M added.
  • The largest Pitney Bowes seller in Q1 2016 was Americafirst Capital Management, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2016.