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Pitney Bowes

337 hedge funds and large institutions have $2.78B invested in Pitney Bowes in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $5.05M

1.45% more ownership

Funds ownership: 82.03%83.48% (+1.4%)

1% more capital invested

Capital invested by funds: $2.76B → $2.78B (+$19.3M)

4% less funds holding

Funds holding: 351337 (-14)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 132

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
337
Holders Change
-14
Holders Change %
-3.99%
% of All Funds
8.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
109
Reduced
132
Closed
38
Calls
$7.8M
Puts
$5.05M
Net Calls
+$2.75M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
301
SevenBridge Financial Group
Pennsylvania
$14K -$1.56K -85 -9%
GLI
302
Guardian Life Insurance
New York
$13K
BL
303
Balentine LLC
Georgia
$12K +$110 +6 +0.9%
GXMC
304
Global X Management Company
New York
$12K +$11.3K +616 +1,400%
BFEC
305
Benjamin F. Edwards & Company
Missouri
$11K
CHP
306
Cable Hill Partners
Oregon
$10K +$10.3K +560 New
TRCT
307
Tower Research Capital (TRC)
New York
$9K -$85.7K -4,671 -91%
EWM
308
Endurance Wealth Management
Rhode Island
$9K
HI
309
Hudock Inc
Pennsylvania
$9K
LNB
310
Ledyard National Bank
$9K
FWM
311
Focused Wealth Management
New York
$8K
AF
312
Allworth Financial
California
$7K
FIB
313
First Interstate Bank
Montana
$7K
MFW
314
Mosaic Family Wealth
Missouri
$7K
JCM
315
Jacobi Capital Management
Pennsylvania
$7K +$7.05K +384 New
PMFA
316
Plante Moran Financial Advisors
Michigan
$6K
VOYA Investment Management
317
VOYA Investment Management
Georgia
$5.06K +$29.9K +1,627 +0.6%
CTC
318
Central Trust Company
Missouri
$4K -$4.02K -219 -50%
DSC
319
Duncker Streett & Co
Missouri
$4K
HPBT
320
High Point Bank & Trust
North Carolina
$4K
MSFP
321
Mark Sheptoff Financial Planning
Connecticut
$4K
TWA
322
TCI Wealth Advisors
Arizona
$4K
KT
323
Kanaly Trust
Texas
$3K -$3.96K -216 -57%
GBBWRPM
324
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K
MWM
325
MinichMacGregor Wealth Management
New York
$3K

PBI Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2016, worth a combined $2.78B — up 0.7% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 27 opened new positions — a net loss of 11 holders — while 132 trimmed existing stakes and 109 added.

The largest buyer was Invesco, adding an estimated $36.6M. The largest seller was Neuberger Berman Group, cutting an estimated $56M.

  • 337 institutional investors held Pitney Bowes (PBI) as of Q3 2016, down from 351 in Q2 2016.
  • Funds reported $2.78B of Pitney Bowes stock for Q3 2016, up 0.7% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q3 2016 and 38 closed out, a net change of -11 holders.
  • The largest Pitney Bowes buyer in Q3 2016 was Invesco, an estimated $36.6M added.
  • The largest Pitney Bowes seller in Q3 2016 was Neuberger Berman Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2016.