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Pitney Bowes

306 hedge funds and large institutions have $775M invested in Pitney Bowes in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

20% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 86

2% more funds holding

Funds holding: 300306 (+6)

1.04% less ownership

Funds ownership: 71.79%70.75% (-1%)

19% less capital invested

Capital invested by funds: $956M → $775M (-$181M)

68% less call options, than puts

Call options by funds: $4.76M | Put options by funds: $15M

Holders
306
Holders Change
+6
Holders Change %
+2%
% of All Funds
6.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
51
Increased
103
Reduced
86
Closed
42
Calls
$4.76M
Puts
$15M
Net Calls
-$10.3M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
101
Wellington Management Group
Massachusetts
$726K -$1.64M -228,013 -65%
TPSF
102
Texas Permanent School Fund
Texas
$726K +$32.2K +4,473 +4%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$694K -$40.8K -5,668 -5%
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$688K -$3.13M -434,849 -79%
QOP
105
Quinn Opportunity Partners
Virginia
$656K -$624K -86,679 -44%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$651K +$195 +27 +0%
Squarepoint
107
Squarepoint
New York
$645K -$605K -84,035 -44%
MSA
108
Mason Street Advisors
Wisconsin
$581K +$12.3K +1,706 +2%
USAA
109
United Services Automobile Association
Texas
$558K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$556K +$14 +2 +0%
BBHC
111
Brown Brothers Harriman & Co
New York
$555K
HSBC Holdings
112
HSBC Holdings
United Kingdom
$513K +$130K +18,111 +26%
WI
113
WBI Investments
New Jersey
$506K -$276K -38,353 -31%
SCA
114
Secor Capital Advisors
New York
$492K -$254K -35,310 -30%
NSEDCP
115
NJ State Employees Deferred Compensation Plan
New Jersey
$473K -$144K -20,000 -20%
CI
116
Conning Inc
Connecticut
$463K
RIL
117
Rothschild Investment LLC
Illinois
$453K +$202K +28,000 +58%
BA
118
Bridgewater Associates
Connecticut
$447K +$545K +75,674 New
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$445K +$16.2K +2,242 +3%
RB
120
Rodgers Brothers
Pennsylvania
$429K -$72K -10,000 -12%
AIP
121
Ameritas Investment Partners
Nebraska
$416K
Russell Investments Group
122
Russell Investments Group
United Kingdom
$416K
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$415K +$76.3K +10,592 +18%
SOMRS
124
State of Michigan Retirement System
Michigan
$395K -$18.7K -2,600 -4%
SPC
125
Sigma Planning Corp
Michigan
$384K +$169K +23,441 +56%

PBI Hedge Fund Activity: Q4 2018 in Review

306 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2018, worth a combined $775M — down 19% from $956M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PBI positions and 42 closed out — a net gain of 9 holders — while 103 added to existing stakes and 86 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $5.49M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 306 institutional investors held Pitney Bowes (PBI) as of Q4 2018, up from 300 in Q3 2018.
  • Funds reported $775M of Pitney Bowes stock for Q4 2018, down 19% quarter-over-quarter.
  • 51 funds opened new Pitney Bowes positions in Q4 2018 and 42 closed out, a net change of +9 holders.
  • The largest Pitney Bowes buyer in Q4 2018 was AQR Capital Management, an estimated $5.49M added.
  • The largest Pitney Bowes seller in Q4 2018 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2018.