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Pitney Bowes

351 hedge funds and large institutions have $1.59B invested in Pitney Bowes in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

9% more funds holding

Funds holding: 321351 (+30)

0.41% more ownership

Funds ownership: 75.57%75.98% (+0.41%)

20% less capital invested

Capital invested by funds: $1.98B → $1.59B (-$390M)

65% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $46.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
79
Increased
111
Reduced
100
Closed
46
Calls
$16.1M
Puts
$46.4M
Net Calls
-$30.2M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
301
Cutler Group
California
$10K -$25.5K -2,163 -69%
GWM
302
Geneos Wealth Management
Colorado
$10K +$47 +4 +0.4%
SWM
303
SeaCrest Wealth Management
New York
$10K +$10.6K +900 New
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
CAL
305
Capital Advisors Ltd
Ohio
$9K
APA
306
American Portfolios Advisors
New York
$8.44K +$8.9K +755 New
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$8K +$8.19K +695 New
TFS
308
TrustCore Financial Services
Tennessee
$8K +$8.22K +698 New
BTIS
309
BB&T Investment Services
North Carolina
$7K
Acadian Asset Management
310
Acadian Asset Management
Massachusetts
$7K +$6.92K +587 New
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$20.2K -1,718 -77%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$1.24K -105 -13%
QCG
313
Quadrant Capital Group
Ohio
$6K +$377 +32 +6%
HI
314
Hudock Inc
Pennsylvania
$5K
FGC
315
Financial Gravity Companies
Texas
$5K +$4.27K +362 New
MSA
316
Marino Stram & Associates
Massachusetts
$5K +$4.8K +407 New
PCA
317
Providence Capital Advisors
North Carolina
$5K +$4.81K +408 New
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$5K +$4.87K +413 +898%
AF
319
Allworth Financial
California
$5K +$4.91K +417 New
FFG
320
Ford Financial Group
California
$5K +$5.26K +446 New
CA
321
Centerpoint Advisors
Massachusetts
$5K +$5.31K +451 New
BFEC
322
Benjamin F. Edwards & Company
Missouri
$4K -$2.36K -200 -33%
JCM
323
Jacobi Capital Management
Pennsylvania
$4K
MFW
324
Mosaic Family Wealth
Missouri
$4K
AIM
325
Advantage Investment Management
Iowa
$3K

PBI Hedge Fund Activity: Q4 2017 in Review

351 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2017, worth a combined $1.59B — down 20% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PBI positions and 46 closed out — a net gain of 33 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $41.6M. The largest seller was Miller Howard Investments, cutting an estimated $58.1M.

  • 351 institutional investors held Pitney Bowes (PBI) as of Q4 2017, up from 321 in Q3 2017.
  • Funds reported $1.59B of Pitney Bowes stock for Q4 2017, down 20% quarter-over-quarter.
  • 79 funds opened new Pitney Bowes positions in Q4 2017 and 46 closed out, a net change of +33 holders.
  • The largest Pitney Bowes buyer in Q4 2017 was Schroder Investment Management Group, an estimated $41.6M added.
  • The largest Pitney Bowes seller in Q4 2017 was Miller Howard Investments, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2017.