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Pitney Bowes

359 hedge funds and large institutions have $5.25B invested in Pitney Bowes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $4.7B → $5.25B (+$555M)

8% more funds holding

Funds holding: 331359 (+28)

0.66% less ownership

Funds ownership: 86.53%85.86% (-0.66%)

19% less call options, than puts

Call options by funds: $9.92M | Put options by funds: $12.2M

34% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 141

Holders
359
Holders Change
+28
Holders Change %
+8.46%
% of All Funds
9.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
93
Reduced
141
Closed
28
Calls
$9.92M
Puts
$12.2M
Net Calls
-$2.26M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Focused Wealth Management
New York
$9K
HR
327
Howe & Rusling
New York
$9K
FIB
328
First Interstate Bank
Montana
$8K
AF
329
Allworth Financial
California
$8K +$8.27K +400 New
CIA
330
Choate Investment Advisors
Massachusetts
$7.76K
IWMPD
331
Integrated Wealth Management (Palm Desert)
California
$7K
GWM
332
Gupta Wealth Management
California
$7K +$7.01K +339 New
MFW
333
Mosaic Family Wealth
Missouri
$7K +$7.78K +376 New
PSI
334
Pinnacle Summer Investments
Virginia
$6K -$51.7K -2,500 -89%
DSC
335
Duncker Streett & Co
Missouri
$5K
MSFP
336
Mark Sheptoff Financial Planning
Connecticut
$5K
TWA
337
TCI Wealth Advisors
Arizona
$5K
KT
338
Kanaly Trust
Texas
$5K +$5.32K +257 New
Manulife (Manufacturers Life Insurance)
339
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.02K -$262K -12,655 -6%
QCG
340
Quadrant Capital Group
Ohio
$4K -$30.6K -1,478 -86%
CBT
341
Central Bank & Trust
Kentucky
$4K
FAM
342
Formidable Asset Management
Ohio
$4K
GAM
343
Gemmer Asset Management
California
$4K
AssetMark Inc
344
AssetMark Inc
California
$4K +$3.89K +188 +2,089%
UMA
345
USA Mutuals Advisors
Texas
$3K +$2.63K +127 New
MWM
346
MinichMacGregor Wealth Management
New York
$3K +$3.72K +180 New
KM
347
Kalos Management
Georgia
$2K
ZB
348
Zions Bancorporation
Utah
$2K
RMPWM
349
Rocky Mountain Private Wealth Management
Texas
$2K +$2.07K +100 New
CFG
350
Citizens Financial Group
Rhode Island
$2K +$2.34K +113 New

PBI Hedge Fund Activity: Q4 2015 in Review

359 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2015, worth a combined $5.25B — up 12% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBI positions and 28 closed out — a net gain of 30 holders — while 93 added to existing stakes and 141 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.7M. The largest seller was Bank of New York Mellon, cutting an estimated $71.8M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2015, up from 331 in Q3 2015.
  • Funds reported $5.25B of Pitney Bowes stock for Q4 2015, up 12% quarter-over-quarter.
  • 58 funds opened new Pitney Bowes positions in Q4 2015 and 28 closed out, a net change of +30 holders.
  • The largest Pitney Bowes buyer in Q4 2015 was American Century Companies, an estimated $17.7M added.
  • The largest Pitney Bowes seller in Q4 2015 was Bank of New York Mellon, an estimated $71.8M sold.

Based on aggregated 13F filings for Q4 2015.