We are live on ! Find out more
PBI icon

Pitney Bowes

314 hedge funds and large institutions have $935M invested in Pitney Bowes in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

21% more capital invested

Capital invested by funds: $775M → $935M (+$161M)

2.8% more ownership

Funds ownership: 70.75%73.55% (+2.8%)

3% more funds holding

Funds holding: 306314 (+8)

8% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 93

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $8.44M

Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
50
Increased
100
Reduced
93
Closed
41
Calls
$5.34M
Puts
$8.44M
Net Calls
-$3.09M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
301
D'Orazio & Associates
Virginia
$1K
EWM
302
Executive Wealth Management
Michigan
$1K
IWA
303
Intercontinental Wealth Advisors
Texas
$1K
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$1K
GRP
305
Global Retirement Partners
California
$1K +$761 +110 New
RIA
306
Realta Investment Advisors
Delaware
$1K +$1.24K +179 New
AIC
307
Ameritas Investment Company
Nebraska
$1K +$1.38K +200 New
AIA
308
Alera Investment Advisors
Illinois
$1K +$1.47K +212 New
GT
309
Glenmede Trust
Pennsylvania
$103 +$1.8K +260 +2%
Marshall Wace
310
Marshall Wace
United Kingdom
-$3.07M -518,829 Closed
Neuberger Berman Group
311
Neuberger Berman Group
New York
-$2.06M -348,238 Closed
Holocene Advisors
312
Holocene Advisors
New York
-$1.48M -250,084 Closed
Public Sector Pension Investment Board (PSP Investments)
313
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.27M -214,900 Closed
SCM
314
Stevens Capital Management
Pennsylvania
-$765K -129,512 Closed
Wellington Management Group
315
Wellington Management Group
Massachusetts
-$726K -122,788 Closed
WI
316
WBI Investments
New Jersey
-$506K -85,691 Closed
SCA
317
Secor Capital Advisors
New York
-$492K -83,276 Closed
BA
318
Bridgewater Associates
Connecticut
-$447K -75,674 Closed
BCM
319
BBT Capital Management
Texas
-$328K -55,519 Closed
BCM
320
Bayesian Capital Management
New York
-$308K -52,197 Closed
Ohio Public Employees Retirement System (OPERS)
321
Ohio Public Employees Retirement System (OPERS)
Ohio
-$293K -49,500 Closed
WIM
322
Wilen Investment Management
Florida
-$261K -45,355 Closed
QSS
323
Quantitative Systematic Strategies
Florida
-$266K -44,989 Closed
NJBEST
324
New Jersey Better Educational Savings Trust
New Jersey
-$236K -40,000 Closed
Envestnet Asset Management
325
Envestnet Asset Management
Illinois
-$205K -34,723 Closed

PBI Hedge Fund Activity: Q1 2019 in Review

314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2019, worth a combined $935M — up 21% from $775M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PBI positions and 41 closed out — a net gain of 9 holders — while 100 added to existing stakes and 93 trimmed.

The largest buyer was Miller Value Partners, opening a new position worth an estimated $16.5M. The largest seller was BlackRock, cutting an estimated $27.2M.

  • 314 institutional investors held Pitney Bowes (PBI) as of Q1 2019, up from 306 in Q4 2018.
  • Funds reported $935M of Pitney Bowes stock for Q1 2019, up 21% quarter-over-quarter.
  • 50 funds opened new Pitney Bowes positions in Q1 2019 and 41 closed out, a net change of +9 holders.
  • The largest Pitney Bowes buyer in Q1 2019 was Miller Value Partners, an estimated $16.5M added.
  • The largest Pitney Bowes seller in Q1 2019 was BlackRock, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.