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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
151
Citadel Advisors
Florida
$2.19M -$3.05M -123,625 -59%
Capital Fund Management (CFM)
152
Capital Fund Management (CFM)
France
$2.17M +$2.06M +83,433 New
SOMRS
153
State of Michigan Retirement System
Michigan
$2.15M +$12.3K +500 +0.6%
Credit Agricole
154
Credit Agricole
France
$2.13M +$1.93M +78,267 +2,241%
BCIM
155
British Columbia Investment Management
British Columbia, Canada
$2.07M -$208K -8,416 -10%
FMT
156
First Mercantile Trust
Tennessee
$2.05M -$227K -9,200 -10%
Comerica Bank
157
Comerica Bank
Texas
$2M +$45.4K +1,841 +2%
Lazard Asset Management
158
Lazard Asset Management
New York
$2M +$520K +21,100 +38%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.96M
FIM
160
Frontier Investment Management
Texas
$1.86M +$111K +4,505 +7%
LBG
161
Lloyds Banking Group
United Kingdom
$1.82M -$718K -29,113 -29%
RNS
162
Robert N. Shapiro
$1.8M +$277K +11,213 +19%
Allianz Asset Management
163
Allianz Asset Management
Germany
$1.79M +$203K +8,235 +14%
SC
164
Scotia Capital
Ontario, Canada
$1.78M +$700K +28,384 +71%
BOH
165
Bank of Hawaii
Hawaii
$1.75M +$1.67M +67,540 New
RFC
166
Regions Financial Corp
Alabama
$1.75M -$13.3K -540 -0.8%
TSU
167
TD Securities (USA)
New York
$1.73M -$118K -4,802 -7%
USAA
168
United Services Automobile Association
Texas
$1.71M +$163K +6,603 +11%
LMGAM
169
Liberty Mutual Group Asset Management
Massachusetts
$1.7M +$312K +12,667 +24%
VRS
170
Virginia Retirement Systems
Virginia
$1.68M -$56.7K -2,300 -3%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$1.62M -$666 -27 -0%
MHC
172
Meyer Handelman Company
New York
$1.62M
MIU
173
Man Investments (UK)
United Kingdom
$1.6M -$1.34M -54,414 -47%
GIA
174
Gateway Investment Advisers
Ohio
$1.6M -$5.13K -208 -0.3%
SPC
175
Stewart & Patten Company
California
$1.55M -$259K -10,509 -15%

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.