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Pitney Bowes
PBI

240 hedge funds and large institutions have $675M invested in Pitney Bowes in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

96% more capital invested

Capital invested by funds: $344M → $675M (+$331M)

14% more funds holding

Funds holding: 210 → 240 (+30)

3.12% less ownership

Funds ownership: 77.13% → 74.01% (-3.1%)

48% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $24.7M

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
240
Holders Change
+30
Holders Change %
+14.29%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
45
Reduced
96
Closed
21
Calls
$12.9M
Puts
$24.7M
Net Calls
-$11.9M
Net Calls Change
-$3.34M

Top Buyers

Rank Fund Capital Flow
1
AI
Atom Investors
Texas
+$14.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.2M
3
MVP
Miller Value Partners
Florida
+$8.83M
4
VC
Voss Capital
Texas
+$3.78M
5
Millennium Management
Millennium Management
New York
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$14.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$13.9M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$8.74M
4
Norges Bank
Norges Bank
Norway
-$6.24M
5
CCP
Clifford Capital Partners
Utah
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
76
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$713K +$219K +47,410 +55%
Walleye Capital
77
Walleye Capital
New York
$700K +$608K +131,788 New
DTL
78
Dynamic Technology Lab
Singapore
$684K +$594K +128,744 New
Citigroup
79
Citigroup
New York
$668K -$323K -69,895 -36%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$657K -$157K -34,122 -22%
AIG
81
American International Group
New York
$635K -$13.4K -2,900 -2%
BCIM
82
Black Creek Investment Management
Ontario, Canada
$621K -$198K -43,000 -27%
MWNA
83
Marshall Wace North America
New York
$620K +$538K +116,648 New
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$611K +$216K +46,733 +68%
Voloridge Investment Management
85
Voloridge Investment Management
Florida
$604K +$525K +113,667 New
RJA
86
Raymond James & Associates
Florida
$589K -$425K -91,998 -45%
AAM
87
Advisors Asset Management
Colorado
$563K -$180K -39,096 -27%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$529K -$21.3K -4,614 -4%
RIL
89
Rothschild Investment LLC
Illinois
$527K -$13.8K -3,000 -3%
EGM
90
Engineers Gate Manager
New York
$527K +$458K +99,218 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$526K – – –
GCP
92
GSA Capital Partners
United Kingdom
$513K +$446K +96,599 New
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$509K +$442K +95,868 New
CCA
94
Catalyst Capital Advisors
New York
$501K – – –
BBHC
95
Brown Brothers Harriman & Co
New York
$498K – – –
Bank of America
96
Bank of America
North Carolina
$486K -$238K -51,495 -36%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$485K +$147K +31,862 +54%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$484K +$420K +91,100 New
Deutsche Bank
99
Deutsche Bank
Germany
$477K -$493K -106,826 -54%
NSEDCP
100
NJ State Employees Deferred Compensation Plan
New Jersey
$467K -$78.5K -17,000 -16%
2 3
4
5 6

PBI Hedge Fund Activity: Q3 2020 in Review

240 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2020, worth a combined $675M — up 96% from $344M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PBI positions and 21 closed out — a net gain of 31 holders — while 45 added to existing stakes and 96 trimmed.

The largest buyer was Atom Investors, opening a new position worth an estimated $14.4M. The largest seller was Victory Capital Management, cutting an estimated $14.3M.

  • 240 institutional investors held Pitney Bowes (PBI) as of Q3 2020, up from 210 in Q2 2020.
  • Funds reported $675M of Pitney Bowes stock for Q3 2020, up 96% quarter-over-quarter.
  • 52 funds opened new Pitney Bowes positions in Q3 2020 and 21 closed out, a net change of +31 holders.
  • The largest Pitney Bowes buyer in Q3 2020 was Atom Investors, an estimated $14.4M added.
  • The largest Pitney Bowes seller in Q3 2020 was Victory Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2020.