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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
JHIU
51
Janus Henderson Investors US
Colorado
$16.8M -$37.9M -1,552,500 -69%
BG
52
BlackRock Group
United Kingdom
$16.4M -$2.66M -109,055 -14%
Deutsche Bank
53
Deutsche Bank
Germany
$15.9M -$3.14M -128,547 -16%
Goldman Sachs
54
Goldman Sachs
New York
$15.7M -$880K -36,020 -5%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$15.6M -$10.1M -413,701 -39%
CC
56
Curian Capital
Colorado
$14.9M +$617K +25,252 +4%
PAM
57
Panagora Asset Management
Massachusetts
$13.5M +$787K +32,201 +6%
BIM
58
BlackRock Investment Management
Delaware
$12.8M -$1.65M -67,411 -11%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$12.1M +$1.13M +46,237 +10%
CS
60
Candriam SCA
Luxembourg
$11.2M +$11.2M +458,521 New
AQR Capital Management
61
AQR Capital Management
Connecticut
$11.1M -$12.6K -516 -0.1%
AAM
62
Advisors Asset Management
Colorado
$11.1M -$10.6M -433,947 -49%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$10.6M -$4.28M -175,361 -29%
WG
64
Winton Group
United Kingdom
$10.5M -$24.4M -1,000,680 -70%
AIMCA
65
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.2M -$2.53M -103,600 -20%
NFA
66
Nationwide Fund Advisors
Ohio
$9.95M +$2.61M +106,913 +35%
RCM
67
Riverhead Capital Management
Delaware
$9.89M +$1.93M +78,851 +24%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$9.81M -$62.8K -2,571 -0.6%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$9.36M +$88.6K +3,629 +1%
US Bancorp
70
US Bancorp
Minnesota
$9.34M -$120K -4,906 -1%
Principal Financial Group
71
Principal Financial Group
Iowa
$9.15M +$1.5M +61,518 +20%
AllianceBernstein
72
AllianceBernstein
Tennessee
$9.12M -$13.6M -555,198 -60%
UBS Group
73
UBS Group
Switzerland
$9.02M +$9.04M +369,922 New
Barclays
74
Barclays
United Kingdom
$8.86M +$808K +33,070 +10%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$8.69M -$119K -4,875 -1%

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.