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Pitney Bowes

351 hedge funds and large institutions have $1.59B invested in Pitney Bowes in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

9% more funds holding

Funds holding: 321351 (+30)

0.41% more ownership

Funds ownership: 75.57%75.98% (+0.41%)

20% less capital invested

Capital invested by funds: $1.98B → $1.59B (-$390M)

65% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $46.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
79
Increased
111
Reduced
100
Closed
46
Calls
$16.1M
Puts
$46.4M
Net Calls
-$30.2M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
376
Walleye Trading
New York
-$68.3K -5,800 Closed
Fuller & Thaler Asset Management
377
Fuller & Thaler Asset Management
California
-$38K -2,700 Closed
Parallax Volatility Advisers
378
Parallax Volatility Advisers
California
-$25K -1,782 Closed
FHA
379
First Horizon Advisors
Tennessee
-$15K -1,141 Closed
AIL
380
AGF Investments LLC
Ontario, Canada
-$15K -1,064 Closed
EWM
381
Evercore Wealth Management
New York
-$15K -1,060 Closed
CFN
382
Cordasco Financial Network
Florida
-$14K -970 Closed
YWP
383
YorkBridge Wealth Partners
New York
-$12K -850 Closed
BL
384
Balentine LLC
Georgia
-$10K -680 Closed
BONST
385
Bank of Nova Scotia Trust
Ontario, Canada
-$8K -600 Closed
CHP
386
Cable Hill Partners
Oregon
-$8K -540 Closed
FIB
387
First Interstate Bank
Montana
-$4K -300 Closed
MSFP
388
Mark Sheptoff Financial Planning
Connecticut
-$3K -227 Closed
IWM
389
IHT Wealth Management
Illinois
-$3K -218 Closed
GBT
390
Grove Bank & Trust
Florida
-$3K -180 Closed
ZB
391
Zions Bancorporation
Utah
-$1K -106 Closed
TG
392
TLP Group
Illinois
-$1K -71 Closed
WCM
393
Whitener Capital Management
North Carolina
+$118 +10 New
CBT
394
Capital Bank & Trust
California
+$236 +20 New
AF
395
Advisornet Financial
Minnesota
+$283 +24 New
BCP
396
Blackhawk Capital Partners
Wisconsin
+$318 +27 New

PBI Hedge Fund Activity: Q4 2017 in Review

351 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2017, worth a combined $1.59B — down 20% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PBI positions and 46 closed out — a net gain of 33 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $41.6M. The largest seller was Miller Howard Investments, cutting an estimated $58.1M.

  • 351 institutional investors held Pitney Bowes (PBI) as of Q4 2017, up from 321 in Q3 2017.
  • Funds reported $1.59B of Pitney Bowes stock for Q4 2017, down 20% quarter-over-quarter.
  • 79 funds opened new Pitney Bowes positions in Q4 2017 and 46 closed out, a net change of +33 holders.
  • The largest Pitney Bowes buyer in Q4 2017 was Schroder Investment Management Group, an estimated $41.6M added.
  • The largest Pitney Bowes seller in Q4 2017 was Miller Howard Investments, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2017.