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Pitney Bowes

371 hedge funds and large institutions have $4.42B invested in Pitney Bowes in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $42.1M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0.46% more ownership

Funds ownership: 85.47%85.93% (+0.46%)

8% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 141

1% less funds holding

Funds holding: 375371 (-4)

8% less capital invested

Capital invested by funds: $4.79B → $4.42B (-$365M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
371
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
10.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.15%
New
36
Increased
130
Reduced
141
Closed
34
Calls
$95.4M
Puts
$42.1M
Net Calls
+$53.3M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$9.7M +$3.53M +132,127 +52%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$9.6M +$3.65M +136,386 +55%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$9.51M +$281K +10,504 +3%
BlackRock
79
BlackRock
New York
$9.07M +$725K +27,111 +8%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$9.03M +$2.63M +98,408 +37%
FQ
81
First Quadrant
California
$8.95M +$4.72M +176,400 +97%
Federated Hermes
82
Federated Hermes
Pennsylvania
$8.54M -$4.41M -164,873 -33%
ICM
83
Invicta Capital Management
New York
$8.51M -$4.28M -160,000 -32%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$8.45M
UBS AM
85
UBS AM
Illinois
$8.44M +$313K +11,717 +4%
RCM
86
Riverhead Capital Management
Delaware
$8.17M +$1.57M +58,872 +22%
Axa
87
Axa
France
$8.07M +$1.08M +40,276 +14%
Barclays
88
Barclays
United Kingdom
$8.06M +$311K +11,645 +4%
Principal Financial Group
89
Principal Financial Group
Iowa
$7.84M -$173K -6,453 -2%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$7.78M -$21.4K -800 -0.3%
Two Sigma Investments
91
Two Sigma Investments
New York
$7.68M -$1.31M -49,077 -14%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$7.53M -$312K -11,680 -4%
NFA
93
Nationwide Fund Advisors
Ohio
$7.53M -$329K -12,294 -4%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$7.42M +$5.79M +216,479 +270%
Point72 Asset Management
95
Point72 Asset Management
Connecticut
$7.42M +$7.94M +296,800 New
Stifel Financial
96
Stifel Financial
Missouri
$7.29M -$153K -5,724 -2%
LAM
97
Lapides Asset Management
Connecticut
$6.83M -$110K -4,100 -1%
CIM
98
Calvert Investment Management
Maryland
$6.54M +$7M +261,626 New
EAM
99
EverPoint Asset Management
Connecticut
$6.46M +$6.91M +258,491 New
BA
100
Boston Advisors
Massachusetts
$6.04M +$491K +18,361 +8%

PBI Hedge Fund Activity: Q3 2014 in Review

371 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2014, worth a combined $4.42B — down 7.6% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 34 closed out — a net gain of 2 holders — while 130 added to existing stakes and 141 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $33.7M. The largest seller was Alken Asset Management, cutting an estimated $82.1M.

  • 371 institutional investors held Pitney Bowes (PBI) as of Q3 2014, down from 375 in Q2 2014.
  • Funds reported $4.42B of Pitney Bowes stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q3 2014 and 34 closed out, a net change of +2 holders.
  • The largest Pitney Bowes buyer in Q3 2014 was Gotham Asset Management, an estimated $33.7M added.
  • The largest Pitney Bowes seller in Q3 2014 was Alken Asset Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2014.