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Pitney Bowes
PBI

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in Pitney Bowes in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
9.38%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
109
Reduced
123
Closed
33
Calls
$26.1M
Puts
$18.1M
Net Calls
+$8M
Net Calls Change
+$6.26M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.6M
2
CIP
Chartwell Investment Partners
Pennsylvania
$20.9M
3
Invesco
Invesco
Georgia
$131M
4
Morgan Stanley
Morgan Stanley
New York
$19.2M
5
LSV Asset Management
LSV Asset Management
Illinois
$52.7M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$99.2M
2
American Century Companies
American Century Companies
Missouri
$0
3
IAM
Iridian Asset Management
Connecticut
$219M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$108M
5
WHG
Westwood Holdings Group
Texas
$64.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Allworth Financial
California
$7K – – –
MFW
327
Mosaic Family Wealth
Missouri
$7K – – –
FIB
328
First Interstate Bank
Montana
$7K – – –
KT
329
Kanaly Trust
Texas
$7K +$2.22K +119 +46%
PMFA
330
Plante Moran Financial Advisors
Michigan
$6K +$6K +340 New
DSC
331
Duncker Streett & Co
Missouri
$4K – – –
TWA
332
TCI Wealth Advisors
Arizona
$4K – – –
MSFP
333
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
HPBT
334
High Point Bank & Trust
North Carolina
$4K – – –
MWM
335
MinichMacGregor Wealth Management
New York
$3K – – –
GBBWRPM
336
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K +$3K +200 New
CA
337
Commerzbank Aktiengesellschaft
Germany
$2.69K +$12 +668 +0.4%
CAW
338
Cornerstone Advisors (Washington)
Washington
$2K – – –
UMA
339
USA Mutuals Advisors
Texas
$2K – – –
GAM
340
Gemmer Asset Management
California
$2K – – –
ZB
341
Zions Bancorporation
Utah
$2K – – –
DPA
342
Delphi Private Advisors
California
$1K -$5.9K -360 -86%
RMPWM
343
Rocky Mountain Private Wealth Management
Texas
$1K – – –
QCG
344
Quadrant Capital Group
Ohio
$1K – – –
TFO
345
Tarbox Family Office
California
$1K – – –
GXMC
346
Global X Management Company
New York
$1K +$1K +44 New
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$587 +$587 +33 New
PIA
348
Piedmont Investment Advisors
North Carolina
$124 +$124 +7 New
American Century Companies
349
American Century Companies
Missouri
– -$46.6M -2,161,547 Closed
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
– -$14.1M -654,463 Closed
12 13
14
15 16