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Pitney Bowes

371 hedge funds and large institutions have $4.42B invested in Pitney Bowes in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $42.1M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.46% more ownership

Funds ownership: 85.47%85.93% (+0.46%)

8% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 141

1% less funds holding

Funds holding: 375371 (-4)

8% less capital invested

Capital invested by funds: $4.79B → $4.42B (-$365M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
371
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
10.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
36
Increased
130
Reduced
141
Closed
34
Calls
$95.4M
Puts
$42.1M
Net Calls
+$53.3M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
351
San Francisco Sentry Investment Group
California
$11K +$11.3K +423 New
ARMC
352
American Research & Management Company
Massachusetts
$9K -$5.35K -200 -35%
HR
353
Howe & Rusling
New York
$8K +$2.92K +109 +49%
PR
354
Payden & Rygel
California
$7K
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$7K +$8.02K +300 New
VFA
356
Virtus Fund Advisers
Connecticut
$6K -$48.1K -1,798 -88%
DSC
357
Duncker Streett & Co
Missouri
$6K
FHA
358
First Horizon Advisors
Tennessee
$6K
MSFP
359
Mark Sheptoff Financial Planning
Connecticut
$6K
IPC
360
Independent Portfolio Consultants
Florida
$6K +$6.55K +245 New
Manulife (Manufacturers Life Insurance)
361
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.05K -$52.4K -1,958 -1%
CBT
362
Central Bank & Trust
Kentucky
$5K
FAM
363
Formidable Asset Management
Ohio
$5K
PTC
364
Private Trust Company
Ohio
$5K
WEC
365
Winslow Evans & Crocker
Massachusetts
$3.92K +$4.22K +158 New
Envestnet Asset Management
366
Envestnet Asset Management
Illinois
$3K
GAM
367
Gemmer Asset Management
California
$3K
CFA
368
Carroll Financial Associates
North Carolina
$2K -$2.22K -83 -50%
ClearBridge Investments
369
ClearBridge Investments
New York
$2K
TFO
370
Tarbox Family Office
California
$2K +$2.03K +76 New
OCM
371
One Capital Management
California
$2K +$2.27K +85 New
SGAM
372
Smith Group Asset Management
Texas
$1K
LHC
373
Lodge Hill Capital
New York
-$23.5M -852,100 Closed
ARC
374
Absolute Return Capital
Massachusetts
-$12.2M -443,354 Closed
CCM
375
Catapult Capital Management
New York
-$7.83M -283,671 Closed

PBI Hedge Fund Activity: Q3 2014 in Review

371 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2014, worth a combined $4.42B — down 7.6% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 34 closed out — a net gain of 2 holders — while 130 added to existing stakes and 141 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $33.7M. The largest seller was Alken Asset Management, cutting an estimated $82.1M.

  • 371 institutional investors held Pitney Bowes (PBI) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $4.42B of Pitney Bowes stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q3 2014 and 34 closed out, a net change of +2 holders.
  • The largest Pitney Bowes buyer in Q3 2014 was Gotham Asset Management, an estimated $33.7M added.
  • The largest Pitney Bowes seller in Q3 2014 was Alken Asset Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2014.