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Pitney Bowes

341 hedge funds and large institutions have $3.41B invested in Pitney Bowes in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.51M

1.45% less ownership

Funds ownership: 85.86%84.42% (-1.4%)

5% less funds holding

Funds holding: 359341 (-18)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 143

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $5.25B → $3.41B (-$1.85B)

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
143
Closed
49
Calls
$9.25M
Puts
$7.51M
Net Calls
+$1.74M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
326
Gemmer Asset Management
California
$2K -$1.82K -96 -44%
FAM
327
Formidable Asset Management
Ohio
$2K -$1.54K -81 -40%
RMPWM
328
Rocky Mountain Private Wealth Management
Texas
$2K
ZB
329
Zions Bancorporation
Utah
$2K
CAW
330
Cornerstone Advisors (Washington)
Washington
$2K +$1.71K +90 New
QCG
331
Quadrant Capital Group
Ohio
$1K -$3.08K -162 -70%
TSU
332
TD Securities (USA)
New York
$1K -$19 -1 -2%
CFA
333
Carroll Financial Associates
North Carolina
$1K
S
334
SignatureFD
Georgia
$1K
TFO
335
Tarbox Family Office
California
$1K
GI
336
Gradient Investments
Minnesota
$1K +$570 +30 New
LP
337
LMR Partners
United Kingdom
$449 +$396K +20,842 New
EWM
338
Endurance Wealth Management
Rhode Island
$11
RCAMU
339
Rothschild & Co Asset Management US
Connecticut
-$16.3M -790,324 Closed
Arrowstreet Capital
340
Arrowstreet Capital
Massachusetts
-$10.4M -502,710 Closed
Boston Partners
341
Boston Partners
Massachusetts
-$10.1M -489,440 Closed
Walleye Trading
342
Walleye Trading
New York
-$2.73M -143,908 Closed
CC
343
Curian Capital
Colorado
-$2.82M -136,468 Closed
PAM
344
PVG Asset Management
Colorado
-$2.57M -124,620 Closed
MNA
345
Manning & Napier Advisors
New York
-$2.43M -117,770 Closed
HHC
346
Hutchin Hill Capital
New York
-$2.33M -112,800 Closed
Nomura Holdings
347
Nomura Holdings
Japan
-$2.12M -102,119 Closed
WBC
348
Westpac Banking Corp
Australia
-$2.08M -100,800 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
349
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.73M -83,800 Closed
ST
350
Spot Trading
Illinois
-$1.02M -49,387 Closed

PBI Hedge Fund Activity: Q1 2016 in Review

341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2016, worth a combined $3.41B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBI and 34 opened new positions — a net loss of 15 holders — while 143 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $451M sold.

  • 341 institutional investors held Pitney Bowes (PBI) as of Q1 2016, down from 359 in Q4 2015.
  • Funds reported $3.41B of Pitney Bowes stock for Q1 2016, down 35% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q1 2016 and 49 closed out, a net change of -15 holders.
  • The largest Pitney Bowes buyer in Q1 2016 was Bank of New York Mellon, an estimated $27M added.
  • The largest Pitney Bowes seller in Q1 2016 was Americafirst Capital Management, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2016.