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Pitney Bowes

361 hedge funds and large institutions have $4.06B invested in Pitney Bowes in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $15.7M

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

1% more funds holding

Funds holding: 359361 (+2)

0.06% more ownership

Funds ownership: 86.4%86.46% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 123

39% less capital invested

Capital invested by funds: $6.61B → $4.06B (-$2.55B)

Holders
361
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
9.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
121
Reduced
123
Closed
44
Calls
$35.5M
Puts
$15.7M
Net Calls
+$19.8M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
351
Gemmer Asset Management
California
$5K +$1.7K +73 +60%
CFSG
352
Community Financial Services Group
Vermont
$5K +$4.66K +200 New
FANJ
353
Financial Architects (New Jersey)
New Jersey
$5K +$4.79K +206 New
TWA
354
TCI Wealth Advisors
Arizona
$5K +$5.21K +224 New
Manulife (Manufacturers Life Insurance)
355
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.79K -$136K -5,864 -3%
CFA
356
Carroll Financial Associates
North Carolina
$2K
ZB
357
Zions Bancorporation
Utah
$2K +$2.47K +106 New
BPBT
358
Boston Private Bank & Trust
Massachusetts
$1K
SGAM
359
Smith Group Asset Management
Texas
$1K
TFO
360
Tarbox Family Office
California
$1K
OIA
361
Optimum Investment Advisors
Illinois
$1K +$1.16K +50 New
SFM
362
Systematic Financial Management
New Jersey
-$75.5M -3,097,151 Closed
Alkeon Capital Management
363
Alkeon Capital Management
New York
-$40.8M -1,672,140 Closed
CCI
364
Columbus Circle Investors
-$21.3M -872,832 Closed
JHIU
365
Janus Henderson Investors US
Colorado
-$16.8M -690,800 Closed
AIMCA
366
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$10.2M -419,050 Closed
BA
367
Boston Advisors
Massachusetts
-$5.83M -239,451 Closed
ICM
368
Invicta Capital Management
New York
-$5.37M -220,500 Closed
CIBC World Market
369
CIBC World Market
Ontario, Canada
-$2.52M -103,459 Closed
ARTA
370
A.R.T. Advisors
New York
-$2.25M -92,494 Closed
SCM
371
Sterling Capital Management
North Carolina
-$1.61M -66,129 Closed
KCM
372
KSA Capital Management
New Jersey
-$1.56M -64,000 Closed
MAM
373
Mastrapasqua Asset Management
Tennessee
-$1.15M -47,045 Closed
CSS
374
Cubist Systematic Strategies
Connecticut
-$836K -34,321 Closed
First Trust Advisors
375
First Trust Advisors
Illinois
-$818K -33,584 Closed

PBI Hedge Fund Activity: Q1 2015 in Review

361 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2015, worth a combined $4.06B — down 39% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PBI positions and 44 closed out — a net gain of 7 holders — while 121 added to existing stakes and 123 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $95.2M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $75.5M sold.

  • 361 institutional investors held Pitney Bowes (PBI) as of Q1 2015, up from 359 in Q4 2014.
  • Funds reported $4.06B of Pitney Bowes stock for Q1 2015, down 39% quarter-over-quarter.
  • 51 funds opened new Pitney Bowes positions in Q1 2015 and 44 closed out, a net change of +7 holders.
  • The largest Pitney Bowes buyer in Q1 2015 was Westwood Holdings Group, an estimated $95.2M added.
  • The largest Pitney Bowes seller in Q1 2015 was Systematic Financial Management, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2015.