We are live on ! Find out more
PBI icon

Pitney Bowes

359 hedge funds and large institutions have $6.61B invested in Pitney Bowes in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $29.7M

50% more capital invested

Capital invested by funds: $4.42B → $6.61B (+$2.19B)

0.47% more ownership

Funds ownership: 85.93%86.4% (+0.47%)

3% less funds holding

Funds holding: 371359 (-12)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 145

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
359
Holders Change
-12
Holders Change %
-3.23%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
41
Increased
113
Reduced
145
Closed
48
Calls
$55.2M
Puts
$29.7M
Net Calls
+$25.5M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$4.93M -$429K -17,563 -8%
B
102
Barings
North Carolina
$4.8M +$1.08M +44,100 +29%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.68M +$183K +7,478 +4%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$4.22M -$7.76M -317,791 -65%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$4.08M +$1.06M +43,385 +35%
HI
106
HBK Investments
Texas
$3.98M +$2.38M +97,300 +148%
WIM
107
Wilen Investment Management
Florida
$3.96M -$51.3K -2,100 -1%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$3.91M +$674K +27,584 +21%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$3.85M +$220K +9,020 +6%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$3.73M -$69.6K -2,851 -2%
GT
111
Glenmede Trust
Pennsylvania
$3.71M -$228K -9,352 -6%
ERSOT
112
Employees Retirement System of Texas
Texas
$3.46M +$347K +14,200 +11%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$3.39M +$3.36M +137,400 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$3.37M -$791K -32,394 -19%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$3.35M -$17.5K -716 -0.5%
SCM
116
Stevens Capital Management
Pennsylvania
$3.27M -$478K -19,552 -13%
Citigroup
117
Citigroup
New York
$3.25M -$1.86M -76,024 -36%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$3.08M -$5.79K -237 -0.2%
DCM
119
Decatur Capital Management
Georgia
$3.05M -$302K -12,350 -9%
VAM
120
Visionary Asset Management
Texas
$2.99M +$445K +18,210 +17%
MAA
121
Managed Account Advisors
New Jersey
$2.98M -$307K -12,566 -9%
SG Americas Securities
122
SG Americas Securities
New York
$2.98M -$65K -2,661 -2%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$2.88M +$31.8K +1,302 +1%
SEI Investments
124
SEI Investments
Pennsylvania
$2.64M +$2.65M +108,473 New
HSBC Holdings
125
HSBC Holdings
United Kingdom
$2.63M +$288K +11,788 +12%

PBI Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2014, worth a combined $6.61B — up 50% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 41 opened new positions — a net loss of 7 holders — while 145 trimmed existing stakes and 113 added.

The largest buyer was Bank of New York Mellon, adding an estimated $151M. The largest seller was Columbus Circle Investors, cutting an estimated $49.4M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2014, down from 371 in Q3 2014.
  • Funds reported $6.61B of Pitney Bowes stock for Q4 2014, up 50% quarter-over-quarter.
  • 41 funds opened new Pitney Bowes positions in Q4 2014 and 48 closed out, a net change of -7 holders.
  • The largest Pitney Bowes buyer in Q4 2014 was Bank of New York Mellon, an estimated $151M added.
  • The largest Pitney Bowes seller in Q4 2014 was Columbus Circle Investors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2014.