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Pitney Bowes

361 hedge funds and large institutions have $4.06B invested in Pitney Bowes in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $15.7M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

1% more funds holding

Funds holding: 359361 (+2)

0.06% more ownership

Funds ownership: 86.4%86.46% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 123

39% less capital invested

Capital invested by funds: $6.61B → $4.06B (-$2.55B)

Holders
361
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
121
Reduced
123
Closed
44
Calls
$35.5M
Puts
$15.7M
Net Calls
+$19.8M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
326
Clean Yield Group
Vermont
$19K +$18.6K +800 New
CTC
327
Central Trust Company
Missouri
$18K
Zurich Cantonal Bank
328
Zurich Cantonal Bank
Switzerland
$18K +$17.6K +756 New
LWCFA
329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
BL
330
Balentine LLC
Georgia
$14K +$14.2K +609 New
BWA
331
Burt Wealth Advisors
Maryland
$13K
IPC
332
Independent Portfolio Consultants
Florida
$13K +$489 +21 +4%
LNB
333
Ledyard National Bank
$12K -$5.21K -224 -31%
HI
334
Hudock Inc
Pennsylvania
$12K
MA
335
MCF Advisors
Kentucky
$12K
PFSC
336
Peoples Financial Services Corp
Pennsylvania
$12K
FNBT
337
FineMark National Bank & Trust
Florida
$12K +$11.6K +500 New
TFA
338
Transamerica Financial Advisors
Florida
$10K -$702K -30,149 -99%
HR
339
Howe & Rusling
New York
$10K -$535 -23 -5%
FWM
340
Focused Wealth Management
New York
$10K
CIA
341
Choate Investment Advisors
Massachusetts
$8.77K
ARMC
342
American Research & Management Company
Massachusetts
$8K
W
343
Wealthfront
California
$7K -$10.7K -458 -61%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$7K
PR
345
Payden & Rygel
California
$7K
IMS
346
Index Management Solutions
Pennsylvania
$6K -$54.5K -2,341 -90%
CBT
347
Central Bank & Trust
Kentucky
$5K
DSC
348
Duncker Streett & Co
Missouri
$5K
FAM
349
Formidable Asset Management
Ohio
$5K
MSFP
350
Mark Sheptoff Financial Planning
Connecticut
$5K

PBI Hedge Fund Activity: Q1 2015 in Review

361 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2015, worth a combined $4.06B — down 39% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PBI positions and 44 closed out — a net gain of 7 holders — while 121 added to existing stakes and 123 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $95.2M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $75.5M sold.

  • 361 institutional investors held Pitney Bowes (PBI) as of Q1 2015, up from 359 in Q4 2014.
  • Funds reported $4.06B of Pitney Bowes stock for Q1 2015, down 39% quarter-over-quarter.
  • 51 funds opened new Pitney Bowes positions in Q1 2015 and 44 closed out, a net change of +7 holders.
  • The largest Pitney Bowes buyer in Q1 2015 was Westwood Holdings Group, an estimated $95.2M added.
  • The largest Pitney Bowes seller in Q1 2015 was Systematic Financial Management, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2015.