We are live on ! Find out more
PBI icon

Pitney Bowes

371 hedge funds and large institutions have $4.42B invested in Pitney Bowes in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $42.1M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.46% more ownership

Funds ownership: 85.47%85.93% (+0.46%)

8% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 141

1% less funds holding

Funds holding: 375371 (-4)

8% less capital invested

Capital invested by funds: $4.79B → $4.42B (-$365M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
371
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
10.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
36
Increased
130
Reduced
141
Closed
34
Calls
$95.4M
Puts
$42.1M
Net Calls
+$53.3M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IMS
326
Index Management Solutions
Pennsylvania
$38K -$265K -9,924 -87%
GIS
327
Guardian Investor Services
New York
$36K -$1.87K -70 -5%
BPBT
328
Boston Private Bank & Trust
Massachusetts
$31K
TCOV
329
Trust Company of Vermont
Vermont
$30K
GLI
330
Guardian Life Insurance
New York
$29K +$348 +13 +1%
NES
331
New England Securities
New York
$29K +$5.21K +195 +20%
ST
332
Spot Trading
Illinois
$29K +$30.7K +1,148 New
EWM
333
Evercore Wealth Management
New York
$26K
HDIM
334
Hanson & Doremus Investment Management
Vermont
$25K
EFSCE
335
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
LBG
336
Lloyds Banking Group
United Kingdom
$20K -$321 -12 -1%
JIC
337
Joel Isaacson & Co
New York
$20K +$134 +5 +0.6%
CAL
338
Capital Advisors Ltd
Ohio
$19K
CTC
339
Central Trust Company
Missouri
$19K
GSC
340
Ground Swell Capital
South Carolina
$19K +$13.8K +515 +228%
LNB
341
Ledyard National Bank
$18K
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
BFEC
343
Benjamin F. Edwards & Company
Missouri
$15K
HI
344
Hudock Inc
Pennsylvania
$13K
MCM
345
Manchester Capital Management
Vermont
$13K
MA
346
MCF Advisors
Kentucky
$13K
SNT
347
Security National Trust
West Virginia
$13K
SCA
348
Strategic Capital Alternatives
United States
$13K +$14.1K +529 New
PFSC
349
Peoples Financial Services Corp
Pennsylvania
$12K
FWM
350
Focused Wealth Management
New York
$11K

PBI Hedge Fund Activity: Q3 2014 in Review

371 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2014, worth a combined $4.42B — down 7.6% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 34 closed out — a net gain of 2 holders — while 130 added to existing stakes and 141 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $33.7M. The largest seller was Alken Asset Management, cutting an estimated $82.1M.

  • 371 institutional investors held Pitney Bowes (PBI) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $4.42B of Pitney Bowes stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q3 2014 and 34 closed out, a net change of +2 holders.
  • The largest Pitney Bowes buyer in Q3 2014 was Gotham Asset Management, an estimated $33.7M added.
  • The largest Pitney Bowes seller in Q3 2014 was Alken Asset Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2014.