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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
TAM
26
Tocqueville Asset Management
New York
$30.8M -$642K -27,600 -2%
TCIM
27
TIAA CREF Investment Management
New York
$30M -$13.1M -564,206 -30%
Charles Schwab
28
Charles Schwab
California
$26.5M -$1.62M -69,402 -6%
BA
29
BlackRock Advisors
Delaware
$26M +$2.84M +121,897 +12%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$25.5M +$10.6M +454,630 +71%
AA
31
ALPS Advisors
Colorado
$24.5M +$4.33M +185,940 +21%
N
32
Nuveen
North Carolina
$24.3M +$1.95M +83,940 +9%
American Century Companies
33
American Century Companies
Missouri
$23.7M -$9.92M -426,027 -30%
Deutsche Bank
34
Deutsche Bank
Germany
$22M +$6.69M +287,253 +44%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$20M -$159K -6,821 -0.8%
PPA
36
Parametric Portfolio Associates
Washington
$19.7M -$527K -22,657 -3%
Morgan Stanley
37
Morgan Stanley
New York
$19.4M -$7.67M -329,692 -28%
RCAMU
38
Rothschild & Co Asset Management US
Connecticut
$19M +$505K +21,705 +3%
Citadel Advisors
39
Citadel Advisors
Florida
$18.7M +$13.9M +596,098 +288%
Millennium Management
40
Millennium Management
New York
$18.7M -$2.26M -97,192 -11%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$18.6M +$36.1K +1,550 +0.2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$18.5M
Prudential Financial
43
Prudential Financial
New Jersey
$18.4M -$10M -430,705 -35%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$18.1M +$788K +33,852 +5%
HCM
45
Highbridge Capital Management
New York
$16.8M +$16.7M +718,565 New
CS
46
Credit Suisse
Switzerland
$15.8M -$2.72M -116,818 -15%
WI
47
WBI Investments
New Jersey
$15.7M +$15.7M +674,382 New
PAM
48
Panagora Asset Management
Massachusetts
$15.4M +$2.57M +110,310 +20%
CC
49
Curian Capital
Colorado
$15.3M +$995K +42,755 +7%
BG
50
BlackRock Group
United Kingdom
$15.2M -$473K -20,341 -3%

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.