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Pitney Bowes
PBI

321 hedge funds and large institutions have $1.98B invested in Pitney Bowes in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 109 increasing their positions, 120 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 120

2.47% less ownership

Funds ownership: 78.04% → 75.57% (-2.5%)

8% less funds holding

Funds holding: 348 → 321 (-27)

10% less capital invested

Capital invested by funds: $2.2B → $1.98B (-$219M)

26% less call options, than puts

Call options by funds: $6.6M | Put options by funds: $8.97M

48% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 48

Holders
321
Holders Change
-27
Holders Change %
-7.76%
% of All Funds
8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
109
Reduced
120
Closed
48
Calls
$6.6M
Puts
$8.97M
Net Calls
-$2.37M
Net Calls Change
+$100K

Top Buyers

1
SCM
Sirios Capital Management
Massachusetts
+$44.1M
2
MHI
Miller Howard Investments
New York
+$17.3M
3
APCM
Arbiter Partners Capital Management
New York
+$12.7M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$11M
5
LSV Asset Management
LSV Asset Management
Illinois
+$8.37M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$24.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$21.6M
4
Invesco
Invesco
Georgia
-$16.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
$3.9M +$585K +42,616 +18%
ClearBridge Investments
77
ClearBridge Investments
New York
$3.76M – – –
RJA
78
Raymond James & Associates
Florida
$3.69M -$281K -20,464 -7%
KCM
79
Kennedy Capital Management
Missouri
$3.51M -$84.4K -6,147 -2%
CC
80
Cipher Capital
New York
$3.49M -$50.8K -3,700 -1%
CA
81
Corrado Advisors
New Jersey
$3.45M +$83.8K +6,105 +3%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$3.38M +$6.08K +443 +0.2%
SIP
83
Stoneridge Investment Partners
Pennsylvania
$3.35M -$754K -54,896 -19%
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$3.34M -$859K -62,597 -21%
TA
85
Teachers Advisors
New York
$3.02M -$19.7K -1,433 -0.7%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.99M -$501K -36,466 -15%
CEI
87
Clark Estates Inc
New York
$2.95M +$251K +18,300 +10%
QOP
88
Quinn Opportunity Partners
Virginia
$2.91M +$68.6K +5,000 +2%
UBS AM
89
UBS AM
Illinois
$2.86M +$147K +10,705 +6%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$2.83M +$1.11M +81,063 +67%
SWP
91
Stratos Wealth Partners
Ohio
$2.51M -$60K -4,372 -2%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$2.49M +$716K +52,195 +42%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$2.46M +$1.21K +88 +0.1%
First Trust Advisors
94
First Trust Advisors
Illinois
$2.44M +$62.3K +4,539 +3%
BB
95
Bell Bank
North Dakota
$2.4M +$31.2K +2,274 +1%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.38M +$1.51M +109,710 +181%
BCIM
97
Black Creek Investment Management
Ontario, Canada
$2.38M +$412K +30,000 +21%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$2.38M -$1.05M -76,300 -31%
CA
99
Commerzbank Aktiengesellschaft
Germany
$2.25M +$96.7K +7,041 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.16M +$2.12M +154,400 New
2 3
4
5 6

PBI Hedge Fund Activity: Q3 2017 in Review

321 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2017, worth a combined $1.98B — down 10% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 25 opened new positions — a net loss of 23 holders — while 120 trimmed existing stakes and 109 added.

The largest buyer was Sirios Capital Management, opening a new position worth an estimated $44.1M. The largest seller was Bank of New York Mellon, cutting an estimated $39.8M.

  • 321 institutional investors held Pitney Bowes (PBI) as of Q3 2017, down from 348 in Q2 2017.
  • Funds reported $1.98B of Pitney Bowes stock for Q3 2017, down 10% quarter-over-quarter.
  • 25 funds opened new Pitney Bowes positions in Q3 2017 and 48 closed out, a net change of -23 holders.
  • The largest Pitney Bowes buyer in Q3 2017 was Sirios Capital Management, an estimated $44.1M added.
  • The largest Pitney Bowes seller in Q3 2017 was Bank of New York Mellon, an estimated $39.8M sold.

Based on aggregated 13F filings for Q3 2017.