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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
LSV Asset Management
26
LSV Asset Management
Illinois
$33.1M -$173K -7,100 -0.5%
TAM
27
Tocqueville Asset Management
New York
$32.9M -$7.33K -300 -0%
KG
28
Killen Group
Pennsylvania
$32.3M +$8.25M +337,800 +34%
GC
29
Guggenheim Capital
Illinois
$31M +$943K +38,593 +3%
Allianz Asset Management
30
Allianz Asset Management
Germany
$30.1M +$4.54M +185,731 +18%
Prudential Financial
31
Prudential Financial
New Jersey
$29.7M +$13.2M +539,500 +79%
Charles Schwab
32
Charles Schwab
California
$29.4M +$664K +27,183 +2%
Morgan Stanley
33
Morgan Stanley
New York
$28.3M -$8.4M -343,678 -23%
CEP
34
Chicago Equity Partners
Illinois
$26.4M -$13.8M -563,885 -34%
TA
35
Teachers Advisors
New York
$25.9M -$3.92M -160,527 -13%
BA
36
BlackRock Advisors
Delaware
$24.2M -$22.4M -915,847 -48%
N
37
Nuveen
North Carolina
$23.4M -$8.45M -345,747 -26%
Ameriprise
38
Ameriprise
Minnesota
$23.3M +$1.71M +69,864 +8%
Millennium Management
39
Millennium Management
New York
$21.9M -$4.48M -183,285 -17%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$21.8M
CCI
41
Columbus Circle Investors
$21.3M -$49.4M -2,024,072 -70%
PPA
42
Parametric Portfolio Associates
Washington
$21.1M -$1.18M -48,191 -5%
AA
43
ALPS Advisors
Colorado
$21.1M +$5.41M +221,276 +34%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$21M -$615K -25,192 -3%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$19.5M +$1.12M +45,720 +6%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$19.4M +$147K +6,022 +0.8%
CS
47
Credit Suisse
Switzerland
$19.4M +$830K +33,983 +4%
CCMH
48
Cornerstone Capital Management Holdings
New York
$18.7M -$607K -24,833 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$18.5M -$10.1M -412,531 -35%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$18.1M +$1.74M +71,416 +11%

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.