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Pitney Bowes
PBI

240 hedge funds and large institutions have $675M invested in Pitney Bowes in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

96% more capital invested

Capital invested by funds: $344M → $675M (+$331M)

14% more funds holding

Funds holding: 210 → 240 (+30)

3.12% less ownership

Funds ownership: 77.13% → 74.01% (-3.1%)

48% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $24.7M

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
240
Holders Change
+30
Holders Change %
+14.29%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
45
Reduced
96
Closed
21
Calls
$12.9M
Puts
$24.7M
Net Calls
-$11.9M
Net Calls Change
-$3.34M

Top Buyers

Rank Fund Capital Flow
1
AI
Atom Investors
Texas
+$14.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.2M
3
MVP
Miller Value Partners
Florida
+$8.83M
4
VC
Voss Capital
Texas
+$3.78M
5
Millennium Management
Millennium Management
New York
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$14.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$13.9M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$8.74M
4
Norges Bank
Norges Bank
Norway
-$6.24M
5
CCP
Clifford Capital Partners
Utah
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$1.64M -$497K -107,790 -26%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.6M -$21.8K -4,728 -2%
RCG
53
Rock Creek Group
District of Columbia
$1.56M +$1.36M +293,929 New
AG
54
Aperio Group
California
$1.51M +$164K +35,539 +14%
CS
55
Credit Suisse
Switzerland
$1.5M -$205K -44,404 -14%
UBS AM
56
UBS AM
Illinois
$1.48M -$9.13K -1,979 -0.7%
Comerica Bank
57
Comerica Bank
Texas
$1.43M -$614 -133 -0.1%
Barclays
58
Barclays
United Kingdom
$1.39M +$42.6K +9,231 +4%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.36M +$41.9K +9,069 +4%
EGI
60
EAM Global Investors
California
$1.33M +$1.16M +251,258 New
UBS Group
61
UBS Group
Switzerland
$1.33M -$410K -88,853 -26%
Two Sigma Investments
62
Two Sigma Investments
New York
$1.26M +$456K +98,810 +72%
MSL
63
Mackay Shields LLC
New York
$1.09M +$951K +206,100 New
Prudential Financial
64
Prudential Financial
New Jersey
$1.06M -$323 -70 -0%
Canada Life
65
Canada Life
Manitoba, Canada
$1.03M -$79.8K -17,280 -8%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$982K -$3.96M -858,785 -82%
EI
67
EAM Investors
California
$932K +$810K +175,538 New
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$912K -$557K -120,675 -41%
Citadel Advisors
69
Citadel Advisors
Florida
$898K -$870K -188,478 -53%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$859K +$15.2K +3,300 +2%
TPSF
71
Texas Permanent School Fund
Texas
$859K +$117K +25,301 +19%
TI
72
Trexquant Investment
Connecticut
$791K +$688K +148,983 New
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$762K -$4.5K -975 -0.7%
ECM
74
Everence Capital Management
Indiana
$750K +$425K +92,040 +187%
QOP
75
Quinn Opportunity Partners
Virginia
$749K +$651K +141,000 New
1 2
3
4 5

PBI Hedge Fund Activity: Q3 2020 in Review

240 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2020, worth a combined $675M — up 96% from $344M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PBI positions and 21 closed out — a net gain of 31 holders — while 45 added to existing stakes and 96 trimmed.

The largest buyer was Atom Investors, opening a new position worth an estimated $14.4M. The largest seller was Victory Capital Management, cutting an estimated $14.3M.

  • 240 institutional investors held Pitney Bowes (PBI) as of Q3 2020, up from 210 in Q2 2020.
  • Funds reported $675M of Pitney Bowes stock for Q3 2020, up 96% quarter-over-quarter.
  • 52 funds opened new Pitney Bowes positions in Q3 2020 and 21 closed out, a net change of +31 holders.
  • The largest Pitney Bowes buyer in Q3 2020 was Atom Investors, an estimated $14.4M added.
  • The largest Pitney Bowes seller in Q3 2020 was Victory Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2020.