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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
Geode Capital Management
26
Geode Capital Management
Massachusetts
$38.7M +$1.74M +65,020 +4%
Morgan Stanley
27
Morgan Stanley
New York
$37.6M -$8.5M -317,888 -17%
WG
28
Winton Group
United Kingdom
$35.8M -$1.9M -70,883 -5%
Wells Fargo
29
Wells Fargo
California
$34.9M -$1.98M -73,887 -5%
LSV Asset Management
30
LSV Asset Management
Illinois
$34.1M -$1.52M -57,000 -4%
TAM
31
Tocqueville Asset Management
New York
$33.7M -$25.1K -940 -0.1%
American Century Companies
32
American Century Companies
Missouri
$33.7M +$18.2M +681,729 +102%
N
33
Nuveen
North Carolina
$32.6M +$24M +895,774 +219%
GC
34
Guggenheim Capital
Illinois
$30.8M +$2.5M +93,408 +8%
TA
35
Teachers Advisors
New York
$30.5M -$1.17M -43,810 -3%
Charles Schwab
36
Charles Schwab
California
$29.5M +$2.66M +99,513 +9%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$29.3M +$3.5M +131,000 +13%
Millennium Management
38
Millennium Management
New York
$27.1M -$5.04M -188,534 -15%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$26.3M -$3.05M -114,175 -10%
Allianz Asset Management
40
Allianz Asset Management
Germany
$26.2M +$4.22M +157,707 +18%
KG
41
Killen Group
Pennsylvania
$24.7M -$3.45M -129,100 -12%
AllianceBernstein
42
AllianceBernstein
Tennessee
$23.2M +$1.23M +45,969 +5%
PPA
43
Parametric Portfolio Associates
Washington
$22.9M +$481K +18,006 +2%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$22.3M -$124K -4,635 -0.5%
AAM
45
Advisors Asset Management
Colorado
$22.2M -$13.6M -508,890 -36%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$22.2M +$23.2M +867,582 +4,107%
Ameriprise
47
Ameriprise
Minnesota
$22.2M +$20.7M +772,625 +674%
First Trust Advisors
48
First Trust Advisors
Illinois
$22M -$4.24M -158,426 -15%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$19.8M +$4.42M +165,304 +26%
CCMH
50
Cornerstone Capital Management Holdings
New York
$19.8M -$169K -6,315 -0.8%

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.