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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LHC
51
Lodge Hill Capital
New York
$19.4M +$6.04M +245,000 +49%
PI
52
Putnam Investments
Massachusetts
$18.8M -$938K -38,044 -5%
Two Sigma Investments
53
Two Sigma Investments
New York
$18.7M -$14.4M -581,821 -45%
American Century Companies
54
American Century Companies
Missouri
$18M -$4.91M -199,260 -22%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$16.3M +$74 +3 +0%
IAM
56
Integre Asset Management
New York
$15.7M +$602K +24,408 +4%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$15.2M +$4.03M +163,416 +39%
BIM
58
BlackRock Investment Management
Delaware
$15.1M +$298K +12,065 +2%
CS
59
Credit Suisse
Switzerland
$14.8M -$9.7M -393,464 -41%
Millennium Management
60
Millennium Management
New York
$14.3M -$5.71M -231,692 -30%
CC
61
Curian Capital
Colorado
$14.3M -$1.13M -45,624 -8%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$13.3M -$2.49M -100,800 -16%
Bank of America
63
Bank of America
North Carolina
$12.3M +$366K +14,831 +3%
AGI
64
Athena Global Investors
Virginia
$12.2M +$11.6M +468,997 New
Federated Hermes
65
Federated Hermes
Pennsylvania
$12M +$961K +38,963 +9%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M +$10.2M +415,400 +1,208%
AA
67
ALPS Advisors
Colorado
$11.4M -$197K -7,974 -2%
Principal Financial Group
68
Principal Financial Group
Iowa
$11.3M +$2.79M +113,298 +35%
ICM
69
Invicta Capital Management
New York
$11M +$69.1K +2,800 +0.7%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M -$148K -6,010 -1%
TAM
71
Todd Asset Management
Kentucky
$10.9M +$10.3M +419,286 New
NI
72
Numeric Investors
Massachusetts
$10.8M +$8.98M +364,000 +684%
AllianceBernstein
73
AllianceBernstein
Tennessee
$10.7M -$221K -8,943 -2%
EGM
74
Espalier Global Management
New York
$10.4M +$1.23M +50,000 +14%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.3M +$5.92M +240,050 +154%

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.