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Pitney Bowes

359 hedge funds and large institutions have $6.61B invested in Pitney Bowes in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $29.7M

50% more capital invested

Capital invested by funds: $4.42B → $6.61B (+$2.19B)

0.47% more ownership

Funds ownership: 85.93%86.4% (+0.47%)

3% less funds holding

Funds holding: 371359 (-12)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 145

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
359
Holders Change
-12
Holders Change %
-3.23%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
41
Increased
113
Reduced
145
Closed
48
Calls
$55.2M
Puts
$29.7M
Net Calls
+$25.5M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
326
Joel Isaacson & Co
New York
$19K +$171 +7 +0.9%
W
327
Wealthfront
California
$18K -$25.4K -1,038 -58%
CTC
328
Central Trust Company
Missouri
$18K
LNB
329
Ledyard National Bank
$18K
BFEC
330
Benjamin F. Edwards & Company
Missouri
$15K
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
Envestnet Asset Management
332
Envestnet Asset Management
Illinois
$15K +$11.9K +487 +443%
1832 Asset Management
333
1832 Asset Management
Ontario, Canada
$15K +$14.7K +600 New
HI
334
Hudock Inc
Pennsylvania
$13K
MCM
335
Manchester Capital Management
Vermont
$13K
IPC
336
Independent Portfolio Consultants
Florida
$13K +$7.21K +295 +120%
BWA
337
Burt Wealth Advisors
Maryland
$13K +$13.4K +550 New
MA
338
MCF Advisors
Kentucky
$12K
PFSC
339
Peoples Financial Services Corp
Pennsylvania
$12K
HR
340
Howe & Rusling
New York
$12K +$3.49K +143 +43%
FWM
341
Focused Wealth Management
New York
$10K
CIA
342
Choate Investment Advisors
Massachusetts
$9.16K +$9.19K +376 New
ARMC
343
American Research & Management Company
Massachusetts
$9K
SIA
344
Stancorp Investment Advisers
Oregon
$8K +$7.89K +323 New
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$7K
PR
346
Payden & Rygel
California
$7K
DSC
347
Duncker Streett & Co
Missouri
$6K
MSFP
348
Mark Sheptoff Financial Planning
Connecticut
$6K
VFA
349
Virtus Fund Advisers
Connecticut
$6K
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.15K +$222K +9,094 +4%

PBI Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2014, worth a combined $6.61B — up 50% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 41 opened new positions — a net loss of 7 holders — while 145 trimmed existing stakes and 113 added.

The largest buyer was Bank of New York Mellon, adding an estimated $151M. The largest seller was Columbus Circle Investors, cutting an estimated $49.4M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2014, down from 371 in Q3 2014.
  • Funds reported $6.61B of Pitney Bowes stock for Q4 2014, up 50% quarter-over-quarter.
  • 41 funds opened new Pitney Bowes positions in Q4 2014 and 48 closed out, a net change of -7 holders.
  • The largest Pitney Bowes buyer in Q4 2014 was Bank of New York Mellon, an estimated $151M added.
  • The largest Pitney Bowes seller in Q4 2014 was Columbus Circle Investors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2014.