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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
351
Benjamin F. Edwards & Company
Missouri
$16K +$9.87K +400 +200%
ARMC
352
American Research & Management Company
Massachusetts
$15K
HI
353
Hudock Inc
Pennsylvania
$14K
MCM
354
Manchester Capital Management
Vermont
$14K
LNB
355
Ledyard National Bank
$13K
MA
356
MCF Advisors
Kentucky
$13K
PFSC
357
Peoples Financial Services Corp
Pennsylvania
$13K
FWM
358
Focused Wealth Management
New York
$11K
SNT
359
Security National Trust
West Virginia
$10K
PR
360
Payden & Rygel
California
$8K +$2.47K +100 +50%
ACS
361
Archford Capital Strategies
Illinois
$7.8K +$7.4K +300 New
CIA
362
Choate Investment Advisors
Massachusetts
$6.65K -$206K -8,351 -97%
FHA
363
First Horizon Advisors
Tennessee
$6K -$25 -1 -0.4%
DSC
364
Duncker Streett & Co
Missouri
$6K
OC
365
Oakworth Capital
Alabama
$6K
MSFP
366
Mark Sheptoff Financial Planning
Connecticut
$6K +$5.6K +227 New
Manulife (Manufacturers Life Insurance)
367
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.16K +$83.8K +3,396 +2%
CBT
368
Central Bank & Trust
Kentucky
$5K
FAM
369
Formidable Asset Management
Ohio
$5K
ST
370
SpiderRock Trading
Illinois
$5K
TCOV
371
Trust Company of Vermont
Vermont
$5K
PTC
372
Private Trust Company
Ohio
$5K +$2.15K +87 +79%
Bessemer Group
373
Bessemer Group
New Jersey
$4K
CFA
374
Carroll Financial Associates
North Carolina
$4K
Envestnet Asset Management
375
Envestnet Asset Management
Illinois
$3K -$14.3K -578 -84%

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.