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Pitney Bowes

359 hedge funds and large institutions have $6.61B invested in Pitney Bowes in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $29.7M

50% more capital invested

Capital invested by funds: $4.42B → $6.61B (+$2.19B)

0.47% more ownership

Funds ownership: 85.93%86.4% (+0.47%)

3% less funds holding

Funds holding: 371359 (-12)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 145

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
359
Holders Change
-12
Holders Change %
-3.23%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
41
Increased
113
Reduced
145
Closed
48
Calls
$55.2M
Puts
$29.7M
Net Calls
+$25.5M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
351
Central Bank & Trust
Kentucky
$5K
FAM
352
Formidable Asset Management
Ohio
$5K
WEC
353
Winslow Evans & Crocker
Massachusetts
$3.24K -$586 -24 -15%
GAM
354
Gemmer Asset Management
California
$3K
BPM
355
Bowling Portfolio Management
Ohio
$2.09K +$2.1M +85,912 New
CFA
356
Carroll Financial Associates
North Carolina
$2K
BPBT
357
Boston Private Bank & Trust
Massachusetts
$1K -$29.8K -1,220 -97%
TFO
358
Tarbox Family Office
California
$1K -$513 -21 -28%
SGAM
359
Smith Group Asset Management
Texas
$1K
RC
360
RegentAtlantic Capital
New Jersey
$265 +$244 +10 New
BRWA
361
B. Riley Wealth Advisors
Florida
$31 +$30.7K +1,258 New
FQ
362
First Quadrant
California
-$8.95M -358,231 Closed
Point72 Asset Management
363
Point72 Asset Management
Connecticut
-$7.42M -296,800 Closed
EAM
364
EverPoint Asset Management
Connecticut
-$6.46M -258,491 Closed
SFI
365
SPC Financial Inc
Maryland
-$4.29M -171,500 Closed
RJFSA
366
Raymond James Financial Services Advisors
Florida
-$4.28M -171,350 Closed
CM
367
Churchill Management
California
-$3.95M -158,107 Closed
EA
368
Euclid Advisors
Connecticut
-$3.81M -152,360 Closed
DWA
369
Dorsey Wright & Associates
California
-$3.44M -137,711 Closed
SFU
370
Stonehage Fleming (UK)
United Kingdom
-$3.3M -132,100 Closed
HHC
371
Hutchin Hill Capital
New York
-$3.19M -127,800 Closed
OAC
372
OMERS Administration Corp
Ontario, Canada
-$2.16M -86,400 Closed
AC
373
Andromeda Capital
New York
-$1.77M -70,900 Closed
APG Asset Management
374
APG Asset Management
Netherlands
-$1.53M -61,382 Closed
HT
375
HAP Trading
New York
-$1.45M -57,957 Closed

PBI Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2014, worth a combined $6.61B — up 50% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 41 opened new positions — a net loss of 7 holders — while 145 trimmed existing stakes and 113 added.

The largest buyer was Bank of New York Mellon, adding an estimated $151M. The largest seller was Columbus Circle Investors, cutting an estimated $49.4M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2014, down from 371 in Q3 2014.
  • Funds reported $6.61B of Pitney Bowes stock for Q4 2014, up 50% quarter-over-quarter.
  • 41 funds opened new Pitney Bowes positions in Q4 2014 and 48 closed out, a net change of -7 holders.
  • The largest Pitney Bowes buyer in Q4 2014 was Bank of New York Mellon, an estimated $151M added.
  • The largest Pitney Bowes seller in Q4 2014 was Columbus Circle Investors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2014.