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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
10.94%
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
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$10.3M +$1.69M +68,476 +21%
N
77
Nuveen
North Carolina
$9.8M +$3.65M +148,104 +65%
CCM
78
Cadence Capital Management
Massachusetts
$9.66M -$176K -7,152 -2%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$9.53M +$41.9K +1,700 +0.5%
RFC
80
Russell Frank Company
Washington
$8.74M +$4.48M +181,658 +117%
Barclays
81
Barclays
United Kingdom
$8.73M -$1.7M -69,023 -17%
BlackRock
82
BlackRock
New York
$8.63M -$206K -8,333 -2%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$8.16M -$366K -14,844 -5%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$8.05M -$644K -26,113 -8%
DCM
85
Decatur Capital Management
Georgia
$7.97M +$7.57M +306,825 New
SG Americas Securities
86
SG Americas Securities
New York
$7.86M -$6.53M -264,623 -47%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$7.75M -$24.7K -1,000 -0.3%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$7.75M
UBS AM
89
UBS AM
Illinois
$7.63M +$407K +16,507 +6%
LAM
90
Lapides Asset Management
Connecticut
$7.57M -$589K -23,900 -8%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$7.31M -$1.79M -72,400 -20%
U
92
UBS
Switzerland
$7.24M -$8.98M -364,221 -57%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$7.2M +$2.83M +114,812 +71%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$7.17M -$1.19M -48,210 -15%
Axa
95
Axa
France
$7.09M +$5.88M +238,400 +691%
US Bancorp
96
US Bancorp
Minnesota
$7.08M +$623K +25,245 +10%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$6.97M -$2.45M -99,265 -27%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$6.94M +$3.2M +129,903 +101%
CA
99
Corrado Advisors
New Jersey
$6.69M +$16.6K +673 +0.3%
Wellington Management Group
100
Wellington Management Group
Massachusetts
$6.63M +$4.92M +199,578 +359%

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 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.