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Pitney Bowes

341 hedge funds and large institutions have $3.41B invested in Pitney Bowes in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.51M

1.45% less ownership

Funds ownership: 85.86%84.42% (-1.4%)

5% less funds holding

Funds holding: 359341 (-18)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 143

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $5.25B → $3.41B (-$1.85B)

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
143
Closed
49
Calls
$9.25M
Puts
$7.51M
Net Calls
+$1.74M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$23.7M -$2.73M -143,547 -12%
AA
27
ALPS Advisors
Colorado
$23.5M +$1.32M +69,379 +7%
CCMH
28
Cornerstone Capital Management Holdings
New York
$21.9M +$10.9M +571,180 +128%
Charles Schwab
29
Charles Schwab
California
$20.1M -$94.4K -4,967 -0.5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$20M +$266K +14,016 +2%
BG
31
BlackRock Group
United Kingdom
$19.2M +$659K +34,667 +4%
O
32
OppenheimerFunds
New York
$19.1M +$3.52M +185,072 +26%
Allianz Asset Management
33
Allianz Asset Management
Germany
$19.1M -$47K -2,473 -0.3%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$19.1M +$1.44M +75,853 +9%
TCIM
35
TIAA CREF Investment Management
New York
$17.7M -$4.42M -232,740 -22%
PPA
36
Parametric Portfolio Associates
Washington
$16.6M -$1.43M -75,088 -9%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$16.5M +$1.67M +87,900 +13%
SO
38
STRS Ohio
Ohio
$15.1M
Prudential Financial
39
Prudential Financial
New Jersey
$14.8M +$554K +29,151 +4%
Federated Hermes
40
Federated Hermes
Pennsylvania
$14.7M -$57K -3,002 -0.4%
Bank of America
41
Bank of America
North Carolina
$14.5M -$378K -19,914 -3%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$14.1M -$3.93M -206,828 -24%
Lazard Asset Management
43
Lazard Asset Management
New York
$13.1M -$8.53M -448,802 -43%
CS
44
Credit Suisse
Switzerland
$13M +$1.42M +74,628 +14%
FQ
45
First Quadrant
California
$12.1M +$6.03M +317,199 +131%
Goldman Sachs
46
Goldman Sachs
New York
$12M -$8.57M -451,150 -45%
FL
47
Fort LP
Maryland
$11.6M -$880K -46,300 -8%
BIM
48
BlackRock Investment Management
Delaware
$11M -$586K -30,826 -6%
BlackRock
49
BlackRock
New York
$10.2M -$1.48M -77,942 -14%
TA
50
Teachers Advisors
New York
$9.49M +$1.13M +59,706 +16%

PBI Hedge Fund Activity: Q1 2016 in Review

341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2016, worth a combined $3.41B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBI and 34 opened new positions — a net loss of 15 holders — while 143 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $451M sold.

  • 341 institutional investors held Pitney Bowes (PBI) as of Q1 2016, down from 359 in Q4 2015.
  • Funds reported $3.41B of Pitney Bowes stock for Q1 2016, down 35% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q1 2016 and 49 closed out, a net change of -15 holders.
  • The largest Pitney Bowes buyer in Q1 2016 was Bank of New York Mellon, an estimated $27M added.
  • The largest Pitney Bowes seller in Q1 2016 was Americafirst Capital Management, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2016.