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Pitney Bowes

341 hedge funds and large institutions have $3.41B invested in Pitney Bowes in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.51M

1.45% less ownership

Funds ownership: 85.86%84.42% (-1.4%)

5% less funds holding

Funds holding: 359341 (-18)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 143

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $5.25B → $3.41B (-$1.85B)

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
143
Closed
49
Calls
$9.25M
Puts
$7.51M
Net Calls
+$1.74M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
101
Calvert Investment Management
Maryland
$3.11M -$525K -27,644 -16%
BCM
102
Brookstone Capital Management
Illinois
$3.1M +$2.74M +144,044 New
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$2.88M -$239K -12,560 -9%
B
104
Barings
North Carolina
$2.77M +$1.41M +74,100 +136%
WIM
105
Wilen Investment Management
Florida
$2.73M -$13.3K -700 -0.5%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$2.69M +$45.2K +2,381 +2%
RJA
107
Raymond James & Associates
Florida
$2.65M +$36.9K +1,943 +2%
BF
108
BOK Financial
Oklahoma
$2.63M -$169K -8,900 -7%
VAM
109
Visionary Asset Management
Texas
$2.63M +$2.32M +122,038 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2.6M -$515K -27,107 -18%
UBS Group
111
UBS Group
Switzerland
$2.42M +$217K +11,400 +11%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$2.28M -$351K -18,471 -15%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$2.26M -$93.5K -4,923 -4%
Wellington Management Group
114
Wellington Management Group
Massachusetts
$2.19M -$618K -32,504 -24%
OAC
115
OMERS Administration Corp
Ontario, Canada
$2.12M +$1.87M +98,400 New
HSBC Holdings
116
HSBC Holdings
United Kingdom
$1.95M -$180K -9,491 -9%
CPO
117
Cerity Partners OCIO
New York
$1.91M +$1.69M +88,798 New
TD Asset Management
118
TD Asset Management
Ontario, Canada
$1.9M -$146K -7,682 -8%
AIG
119
American International Group
New York
$1.89M -$65K -3,423 -4%
Citadel Advisors
120
Citadel Advisors
Florida
$1.85M -$1.47M -77,429 -47%
Robeco Institutional Asset Management
121
Robeco Institutional Asset Management
Netherlands
$1.85M +$10.5K +551 +0.6%
SFM
122
Systematic Financial Management
New Jersey
$1.84M +$3.61K +190 +0.2%
SAM
123
Shell Asset Management
Netherlands
$1.82M -$96.4K -5,071 -6%
Ameriprise
124
Ameriprise
Minnesota
$1.79M -$479K -25,220 -23%
OTPPB
125
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.76M +$145K +7,633 +10%

PBI Hedge Fund Activity: Q1 2016 in Review

341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2016, worth a combined $3.41B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBI and 34 opened new positions — a net loss of 15 holders — while 143 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $451M sold.

  • 341 institutional investors held Pitney Bowes (PBI) as of Q1 2016, down from 359 in Q4 2015.
  • Funds reported $3.41B of Pitney Bowes stock for Q1 2016, down 35% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q1 2016 and 49 closed out, a net change of -15 holders.
  • The largest Pitney Bowes buyer in Q1 2016 was Bank of New York Mellon, an estimated $27M added.
  • The largest Pitney Bowes seller in Q1 2016 was Americafirst Capital Management, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2016.