Pitney Bowes
PBI
375 hedge funds and large institutions have $4.79B invested in Pitney Bowes in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 133 increasing their positions, 138 reducing their positions, and 35 closing their positions.
243% more call options, than puts
Call options by funds: $138M | Put options by funds: $40.2M
5% more capital invested
Capital invested by funds: $4.55B → $4.79B (+$232M)
3% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 35
4% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 138
1% less funds holding
Funds holding: 379 → 375 (-4)
1.19% less ownership
Funds ownership: 86.66% → 85.47% (-1.2%)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$47.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.9M |
| 3 |
JP Morgan Chase
New York
|
+$28.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$21.9M |
| 5 |
Morgan Stanley
New York
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hoplite Capital Management
New York
|
-$123M |
| 2 |
SC
Samlyn Capital
New York
|
-$47.1M |
| 3 |
Alkeon Capital Management
New York
|
-$38.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.4M |
| 5 |
CCI
Columbus Circle Investors
|
-$16.4M |
PBI Hedge Fund Activity: Q2 2014 in Review
375 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2014, worth a combined $4.79B — up 5.1% from $4.55B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of PBI and 34 opened new positions — a net loss of 1 holder — while 138 trimmed existing stakes and 133 added.
The largest buyer was Norges Bank, adding an estimated $47.1M. The largest seller was Hoplite Capital Management, exiting entirely with an estimated $123M sold.
- 375 institutional investors held Pitney Bowes (PBI) as of Q2 2014, down from 379 in Q1 2014.
- Funds reported $4.79B of Pitney Bowes stock for Q2 2014, up 5.1% quarter-over-quarter.
- 34 funds opened new Pitney Bowes positions in Q2 2014 and 35 closed out, a net change of -1 holder.
- The largest Pitney Bowes buyer in Q2 2014 was Norges Bank, an estimated $47.1M added.
- The largest Pitney Bowes seller in Q2 2014 was Hoplite Capital Management, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2014.