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Pitney Bowes
PBI

265 hedge funds and large institutions have $779M invested in Pitney Bowes in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

10% more funds holding

Funds holding: 240 → 265 (+25)

0.57% less ownership

Funds ownership: 74.01% → 73.44% (-0.57%)

44% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $35.6M

Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
88
Reduced
77
Closed
28
Calls
$20.1M
Puts
$35.6M
Net Calls
-$15.6M
Net Calls Change
-$3.7M

Top Buyers

Rank Fund Capital Flow
1
MCM
Masters Capital Management
Georgia
+$12M
2
MWNA
Marshall Wace North America
New York
+$4.34M
3
ECM
ExodusPoint Capital Management
New York
+$4.1M
4
RA
Royce & Associates
New York
+$3.8M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.64M

Top Sellers

Rank Fund Capital Flow
1
MVP
Miller Value Partners
Florida
-$35.6M
2
AI
Atom Investors
Texas
-$16.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.67M
4
TRCT
Tower Research Capital (TRC)
New York
-$3.69M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
51
Freemont Management
Switzerland
$2.73M +$2.66M +443,550 New
Two Sigma Investments
52
Two Sigma Investments
New York
$2.64M +$1.15M +191,600 +81%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$2.49M -$27.1K -4,505 -1%
Citigroup
54
Citigroup
New York
$2.48M +$1.66M +277,154 +220%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.41M – – –
CS
56
Credit Suisse
Switzerland
$2.25M +$506K +84,170 +30%
AI
57
Atom Investors
Texas
$2.25M -$16.5M -2,748,686 -88%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$2.18M +$1.55M +257,852 +269%
QOP
59
Quinn Opportunity Partners
Virginia
$2.17M +$1.27M +211,000 +150%
SCM
60
Saba Capital Management
New York
$2.12M +$2.07M +343,953 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$2.02M -$1.2K -200 -0.1%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$1.9M +$739K +123,051 +67%
Millennium Management
63
Millennium Management
New York
$1.8M -$1.2M -199,940 -41%
AG
64
Aperio Group
California
$1.76M +$3.34K +556 +0.2%
UBS AM
65
UBS AM
Illinois
$1.75M +$30.7K +5,114 +2%
SAI
66
Systematic Alpha Investments
New Jersey
$1.69M +$1.65M +275,000 New
CSS
67
Cubist Systematic Strategies
Connecticut
$1.69M -$1.02M -170,339 -38%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.65M -$198K -32,978 -11%
EMG
69
Ellington Management Group
Connecticut
$1.63M -$683K -113,772 -30%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.61M +$30K +4,995 +2%
RCG
71
Rock Creek Group
District of Columbia
$1.54M -$264K -43,929 -15%
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$1.41M +$1.37M +228,129 New
HT
73
HAP Trading
New York
$1.39M +$1.35M +225,429 New
Comerica Bank
74
Comerica Bank
Texas
$1.36M +$10.6K +1,766 +0.9%
BCIM
75
Black Creek Investment Management
Ontario, Canada
$1.2M +$469K +78,000 +67%
1 2
3
4 5

PBI Hedge Fund Activity: Q4 2020 in Review

265 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2020, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PBI positions and 28 closed out — a net gain of 25 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was Masters Capital Management, opening a new position worth an estimated $12M. The largest seller was Miller Value Partners, cutting an estimated $35.6M.

  • 265 institutional investors held Pitney Bowes (PBI) as of Q4 2020, up from 240 in Q3 2020.
  • Funds reported $779M of Pitney Bowes stock for Q4 2020, up 15% quarter-over-quarter.
  • 53 funds opened new Pitney Bowes positions in Q4 2020 and 28 closed out, a net change of +25 holders.
  • The largest Pitney Bowes buyer in Q4 2020 was Masters Capital Management, an estimated $12M added.
  • The largest Pitney Bowes seller in Q4 2020 was Miller Value Partners, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2020.