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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$73K +$2.29K +93 +3%
DVM
327
Dreman Value Management
Florida
$71K -$19.2K -777 -22%
AR
328
Advisory Research
Illinois
$71K +$67.1K +2,719 New
PSI
329
Pinnacle Summer Investments
Virginia
$67K
CFN
330
Cordasco Financial Network
Florida
$65K
HMS
331
Hanseatic Management Services
New Mexico
$59.6K -$1.38M -55,879 -97%
NES
332
New England Securities
New York
$42K -$3.23K -131 -7%
GIS
333
Guardian Investor Services
New York
$40K -$1.41K -57 -4%
HPBT
334
High Point Bank & Trust
North Carolina
$40K +$37.6K +1,525 New
BAM
335
Barrett Asset Management
New York
$39K
RIA
336
Regal Investment Advisors
Michigan
$36K -$2.01M -81,646 -98%
MA
337
MUFG Americas
New York
$36K
ECM
338
ETrade Capital Management
Virginia
$36K +$34.5K +1,400 New
SCG
339
Strategic Capital Group
Washington
$35K
BPBT
340
Boston Private Bank & Trust
Massachusetts
$33K +$27.4K +1,110 +776%
GLI
341
Guardian Life Insurance
New York
$30K
EWM
342
Evercore Wealth Management
New York
$28K +$26.1K +1,060 New
W
343
Wealthfront
California
$27K +$26.3K +1,065 New
HDIM
344
Hanson & Doremus Investment Management
Vermont
$26K
EFSCE
345
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
TF
346
Trutina Financial
Washington
$22K +$20.6K +834 New
CAL
347
Capital Advisors Ltd
Ohio
$21K
CTC
348
Central Trust Company
Missouri
$20K -$4.93K -200 -21%
JIC
349
Joel Isaacson & Co
New York
$20K +$123 +5 +0.6%
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.