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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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

12% more capital invested

Capital invested by funds: $4.7B → $5.25B (+$555M)

8% more funds holding

Funds holding: 331359 (+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

Holders
359
Holders Change
+28
Holders Change %
+8.46%
% of All Funds
9.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
93
Reduced
141
Closed
28
Calls
$9.92M
Puts
$12.2M
Net Calls
-$2.26M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
KG
26
Killen Group
Pennsylvania
$25.6M -$2.69M -130,020 -9%
WCM
27
Wedge Capital Management
North Carolina
$25.6M -$262K -12,650 -1%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$24.7M +$91.5K +4,424 +0.4%
Lazard Asset Management
29
Lazard Asset Management
New York
$21.8M +$3.17M +153,106 +17%
TCIM
30
TIAA CREF Investment Management
New York
$21.7M +$3.4M +164,320 +18%
AA
31
ALPS Advisors
Colorado
$21.1M +$346K +16,741 +2%
Goldman Sachs
32
Goldman Sachs
New York
$20.8M +$3.73M +180,213 +22%
Charles Schwab
33
Charles Schwab
California
$19.4M -$5.94M -287,249 -23%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$18.9M +$548K +26,475 +3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$18.5M -$5.88M -284,252 -24%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$17.8M -$3.84M -185,574 -18%
BG
37
BlackRock Group
United Kingdom
$17.7M -$459K -22,185 -3%
AQR Capital Management
38
AQR Capital Management
Connecticut
$17.6M +$1.75M +84,542 +11%
PPA
39
Parametric Portfolio Associates
Washington
$17.4M +$2.76M +133,204 +19%
PAM
40
Panagora Asset Management
Massachusetts
$16.8M +$920K +44,458 +6%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$16.7M -$482K -23,301 -3%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$16.5M -$2.36M -114,200 -12%
RCAMU
43
Rothschild & Co Asset Management US
Connecticut
$16.3M +$58.2K +2,812 +0.4%
O
44
OppenheimerFunds
New York
$14.5M +$14.6M +704,042 New
SEI Investments
45
SEI Investments
Pennsylvania
$14.5M +$267K +12,900 +2%
SO
46
STRS Ohio
Ohio
$14.5M +$14.5M +700,000 New
Bank of America
47
Bank of America
North Carolina
$14.4M +$2.63M +127,282 +22%
Federated Hermes
48
Federated Hermes
Pennsylvania
$14.2M +$360K +17,402 +3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$14M -$312K -15,100 -2%
Prudential Financial
50
Prudential Financial
New Jersey
$13.6M +$180K +8,700 +1%

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.