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Pitney Bowes

241 hedge funds and large institutions have $276M invested in Pitney Bowes in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 78 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 78.97%79.26% (+0.28%)

10% less funds holding

Funds holding: 267241 (-26)

12% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 78

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

49% less capital invested

Capital invested by funds: $544M → $276M (-$268M)

84% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $8.04M

Holders
241
Holders Change
-26
Holders Change %
-9.74%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
69
Reduced
78
Closed
52
Calls
$1.31M
Puts
$8.04M
Net Calls
-$6.73M
Net Calls Change
-$6.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
SMH Capital Advisors
Texas
$46K
IA
152
IFP Advisors
Florida
$45K -$6.86K -2,000 -9%
Voloridge Investment Management
153
Voloridge Investment Management
Florida
$45K +$75.6K +22,036 New
Tudor Investment Corp
154
Tudor Investment Corp
Connecticut
$44K -$53K -15,443 -42%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$42K
JIM
156
Jupiter Investment Management
United Kingdom
$41K +$69.9K +20,383 New
RJFSA
157
Raymond James Financial Services Advisors
Florida
$40K -$1.16K -338 -2%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$40K +$4.12K +1,200 +6%
RB
159
Rodgers Brothers
Pennsylvania
$36K -$1.72K -500 -3%
TCOT
160
Trust Company of Toledo
Ohio
$35K +$3.09K +901 +6%
GAM
161
Gotham Asset Management
New York
$33K -$158K -46,085 -74%
CAN
162
Cetera Advisor Networks
California
$32K -$17.2K -5,025 -25%
AIP
163
Ameritas Investment Partners
Nebraska
$32K
DWT
164
Dorsey & Whitney Trust
South Dakota
$31K +$51.4K +14,991 New
DS
165
DRW Securities
Illinois
$30K +$50.3K +14,661 New
LPL Financial
166
LPL Financial
California
$28K -$38K -11,071 -45%
BCM
167
Bayesian Capital Management
New York
$27K -$136K -39,800 -75%
ProShare Advisors
168
ProShare Advisors
Maryland
$27K -$51.1K -14,910 -53%
Creative Planning
169
Creative Planning
Kansas
$27K -$1.38K -403 -3%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$27K +$45.6K +13,306 New
MWM
171
Modera Wealth Management
New Jersey
$26K
MCM
172
McMillion Capital Management
North Carolina
$25K
CCM
173
Carderock Capital Management
Maryland
$24K +$39.5K +11,530 New
KPF
174
K2 Principal Fund
Ontario, Canada
$24K +$40.5K +11,816 New
Nomura Asset Management
175
Nomura Asset Management
Japan
$24K +$40.8K +11,900 New

PBI Hedge Fund Activity: Q1 2020 in Review

241 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2020, worth a combined $276M — down 49% from $544M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of PBI and 29 opened new positions — a net loss of 23 holders — while 78 trimmed existing stakes and 69 added.

The largest buyer was Ellington Management Group, adding an estimated $6.36M. The largest seller was Lapides Asset Management, cutting an estimated $2.91M.

  • 241 institutional investors held Pitney Bowes (PBI) as of Q1 2020, down from 267 in Q4 2019.
  • Funds reported $276M of Pitney Bowes stock for Q1 2020, down 49% quarter-over-quarter.
  • 29 funds opened new Pitney Bowes positions in Q1 2020 and 52 closed out, a net change of -23 holders.
  • The largest Pitney Bowes buyer in Q1 2020 was Ellington Management Group, an estimated $6.36M added.
  • The largest Pitney Bowes seller in Q1 2020 was Lapides Asset Management, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2020.