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Pitney Bowes
PBI

Overview Fund Activity

348 hedge funds and large institutions have $3.71B invested in Pitney Bowes in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 114 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-13
Holders Change %
-3.6%
% of All Funds
9.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
136
Reduced
114
Closed
42
Calls
$17.4M
Puts
$12.6M
Net Calls
+$4.82M
Net Calls Change
-$15M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$122M
2
LCP
Lombardia Capital Partners
California
$36.2M
3
Wells Fargo
Wells Fargo
California
$82.1M
4
Two Sigma Investments
Two Sigma Investments
New York
$22.8M
5
IAM
Iridian Asset Management
Connecticut
$299M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
AAM
Alken Asset Management
United Kingdom
$2.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$85.5M
4
HCM
Highbridge Capital Management
New York
$0
5
BA
BlackRock Advisors
Delaware
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSC
326
Peoples Financial Services Corp
Pennsylvania
$10K – – –
MA
327
MCF Advisors
Kentucky
$10K – – –
EWM
328
Endurance Wealth Management
Rhode Island
$10K +$10K +500 New
FWM
329
Focused Wealth Management
New York
$9K – – –
HR
330
Howe & Rusling
New York
$9K – – –
ARMC
331
American Research & Management Company
Massachusetts
$8K – – –
W
332
Wealthfront
California
$8K +$1.89K +92 +31%
CIA
333
Choate Investment Advisors
Massachusetts
$7.83K – – –
PR
334
Payden & Rygel
California
$6K – – –
TWA
335
TCI Wealth Advisors
Arizona
$5K – – –
DSC
336
Duncker Streett & Co
Missouri
$5K – – –
MSFP
337
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
GAM
338
Gemmer Asset Management
California
$5K +$507 +22 +11%
Manulife (Manufacturers Life Insurance)
339
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.22K -$52 -2,519 -1%
FANJ
340
Financial Architects (New Jersey)
New Jersey
$4K -$791 -34 -17%
CBT
341
Central Bank & Trust
Kentucky
$4K – – –
FAM
342
Formidable Asset Management
Ohio
$4K – – –
WA
343
Waverly Advisors
Alabama
$3K +$3K +150 New
CFA
344
Carroll Financial Associates
North Carolina
$2K – – –
TFA
345
Transamerica Financial Advisors
Florida
$1K -$203K -406 -100%
TFO
346
Tarbox Family Office
California
$1K – – –
SGAM
347
Smith Group Asset Management
Texas
$1K – – –
Capital Research Global Investors
348
Capital Research Global Investors
California
– -$46.6M -2,000,000 Closed
HCM
349
Highbridge Capital Management
New York
– -$16.8M -718,565 Closed
AAM
350
Ardevora Asset Management
United Kingdom
– -$7.14M -306,055 Closed
12 13
14
15 16