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Pitney Bowes

351 hedge funds and large institutions have $1.59B invested in Pitney Bowes in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

9% more funds holding

Funds holding: 321351 (+30)

0.41% more ownership

Funds ownership: 75.57%75.98% (+0.41%)

20% less capital invested

Capital invested by funds: $1.98B → $1.59B (-$390M)

65% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $46.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
79
Increased
111
Reduced
100
Closed
46
Calls
$16.1M
Puts
$46.4M
Net Calls
-$30.2M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
326
TCI Wealth Advisors
Arizona
$3K
CTB
327
Country Trust Bank
Illinois
$3K +$2.65K +225 New
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$2K
DOA
329
D'Orazio & Associates
Virginia
$2K
MWM
330
MinichMacGregor Wealth Management
New York
$2K
SSB
331
Sandy Spring Bank
Maryland
$2K
WTC
332
WhitTier Trust Company
Nevada
$2K
PGWM
333
Parisi Gray Wealth Management
New Jersey
$2K +$1.7K +144 New
STA
334
Summit Trail Advisors
New York
$2K +$1.86K +158 New
VCM
335
Virtue Capital Management
Tennessee
$2K +$1.92K +163 New
FWM
336
Focused Wealth Management
New York
$1K
QI
337
QS Investors
New York
$1K
TFO
338
Tarbox Family Office
California
$1K
Toronto Dominion Bank
339
Toronto Dominion Bank
Ontario, Canada
$1K
FRA
340
Front Row Advisors
California
$1K +$554 +47 New
PCP
341
Proficio Capital Partners
Massachusetts
$1K +$825 +70 New
GI
342
Gradient Investments
Minnesota
$1K +$837 +71 New
MCM
343
Mainstay Capital Management
Michigan
$1K +$896 +76 New
SWMG
344
Signature Wealth Management Group
Georgia
$1K +$990 +84 New
EARNEST Partners
345
EARNEST Partners
Georgia
$1K +$1.01K +86 New
PCG
346
Private Capital Group
Connecticut
$13 +$13.3K +1,128 New
Robeco Institutional Asset Management
347
Robeco Institutional Asset Management
Netherlands
-$12.2M -868,532 Closed
Renaissance Technologies
348
Renaissance Technologies
New York
-$8.61M -614,200 Closed
NFA
349
Nationwide Fund Advisors
Ohio
-$4.42M -315,383 Closed
KCM
350
Kennedy Capital Management
Missouri
-$3.51M -250,262 Closed

PBI Hedge Fund Activity: Q4 2017 in Review

351 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2017, worth a combined $1.59B — down 20% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PBI positions and 46 closed out — a net gain of 33 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $41.6M. The largest seller was Miller Howard Investments, cutting an estimated $58.1M.

  • 351 institutional investors held Pitney Bowes (PBI) as of Q4 2017, up from 321 in Q3 2017.
  • Funds reported $1.59B of Pitney Bowes stock for Q4 2017, down 20% quarter-over-quarter.
  • 79 funds opened new Pitney Bowes positions in Q4 2017 and 46 closed out, a net change of +33 holders.
  • The largest Pitney Bowes buyer in Q4 2017 was Schroder Investment Management Group, an estimated $41.6M added.
  • The largest Pitney Bowes seller in Q4 2017 was Miller Howard Investments, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2017.