Pitney Bowes
359 hedge funds and large institutions have $5.25B invested in Pitney Bowes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 141 reducing their positions, and 28 closing their positions.
107% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $4.7B → $5.25B (+$555M)
8% more funds holding
Funds holding: 331 → 359 (+28)
0.66% less ownership
Funds ownership: 86.53% → 85.86% (-0.66%)
19% less call options, than puts
Call options by funds: $9.92M | Put options by funds: $12.2M
34% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$17.7M |
| 2 |
O
OppenheimerFunds
New York
|
+$14.6M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
+$14.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10M |
| 5 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$8.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$71.8M |
| 2 |
JP Morgan Chase
New York
|
-$23.2M |
| 3 |
D.E. Shaw & Co
New York
|
-$22.2M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$20.8M |
| 5 |
Morgan Stanley
New York
|
-$12.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
376
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$103K | -5,198 | Closed |
|
|
PCM
377
Prelude Capital Management
New York
| – | -$93K | -4,703 | Closed |
|
|
SIM
378
Sentry Investment Management
Stevens Point,
Wisconsin
| – | -$87K | -4,396 | Closed |
|
|
W
379
Wealthfront
Palo Alto,
California
| – | -$43K | -2,161 | Closed |
|
380
Parallax Volatility Advisers
San Francisco,
California
| – | -$22K | -1,131 | Closed |
|
|
ARMC
381
American Research & Management Company
Marion,
Massachusetts
| – | -$7K | -364 | Closed |
|
|
SIM
382
Sonora Investment Management
Tucson,
Arizona
| – | -$5K | -272 | Closed |
|
|
BCM
383
Brookstone Capital Management
Wheaton,
Illinois
| – | -$5K | -252 | Closed |
|
|
WA
384
Waverly Advisors
Birmingham,
Alabama
| – | -$3K | -150 | Closed |
|
|
M
385
MOTCO
San Antonio,
Texas
| – | -$2K | -98 | Closed |
|
|
BCI
386
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$248 | +12 | New |
|
|
VCM
387
Versant Capital Management
Phoenix,
Arizona
| – | +$972 | +47 | New |
|
PBI Hedge Fund Activity: Q4 2015 in Review
359 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2015, worth a combined $5.25B — up 12% from $4.7B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PBI positions and 28 closed out — a net gain of 30 holders — while 93 added to existing stakes and 141 trimmed.
The largest buyer was American Century Companies, adding an estimated $17.7M. The largest seller was Bank of New York Mellon, cutting an estimated $71.8M.
- 359 institutional investors held Pitney Bowes (PBI) as of Q4 2015, up from 331 in Q3 2015.
- Funds reported $5.25B of Pitney Bowes stock for Q4 2015, up 12% quarter-over-quarter.
- 58 funds opened new Pitney Bowes positions in Q4 2015 and 28 closed out, a net change of +30 holders.
- The largest Pitney Bowes buyer in Q4 2015 was American Century Companies, an estimated $17.7M added.
- The largest Pitney Bowes seller in Q4 2015 was Bank of New York Mellon, an estimated $71.8M sold.
Based on aggregated 13F filings for Q4 2015.