We are live on ! Find out more
PBI icon

Pitney Bowes

265 hedge funds and large institutions have $779M invested in Pitney Bowes in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

10% more funds holding

Funds holding: 240265 (+25)

0.57% less ownership

Funds ownership: 74.01%73.44% (-0.57%)

44% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $35.6M

Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
88
Reduced
77
Closed
28
Calls
$20.1M
Puts
$35.6M
Net Calls
-$15.6M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
151
Eaton Vance Management
Massachusetts
$256K -$53.6K -8,929 -18%
VWA
152
Visionary Wealth Advisors
Illinois
$247K +$9.61K +1,600 +4%
ECM
153
Everence Capital Management
Indiana
$236K -$619K -103,050 -73%
Simplex Trading
154
Simplex Trading
Illinois
$209K +$128K +21,245 +167%
ACI
155
AMP Capital Investors
Australia
$208K +$202K +33,689 New
NJBEST
156
New Jersey Better Educational Savings Trust
New Jersey
$205K
AQR Capital Management
157
AQR Capital Management
Connecticut
$200K +$115K +19,065 +143%
PP
158
PDT Partners
New York
$188K -$139K -23,073 -43%
QT
159
Quantbot Technologies
New York
$187K +$6.64K +1,105 +4%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$185K +$180K +30,000 New
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$184K
LCM
162
Laurion Capital Management
New York
$181K +$64.9K +10,800 +58%
SPIA
163
Steward Partners Investment Advisory
New York
$180K -$1.35K -225 -0.8%
MSL
164
Mackay Shields LLC
New York
$165K -$1.08M -179,300 -87%
LPL Financial
165
LPL Financial
California
$163K +$8.85K +1,473 +6%
PA
166
Prism Advisors
California
$153K
CGH
167
Crossmark Global Holdings
Texas
$152K -$95.4K -15,890 -39%
IRC
168
Investors Research Corp
Georgia
$152K -$9.01K -1,500 -6%
Victory Capital Management
169
Victory Capital Management
Texas
$145K +$7.23K +1,203 +5%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$143K -$3.98K -662 -3%
BC
171
Barnett & Company
Tennessee
$141K +$138K +23,000 New
RHAM
172
Round Hill Asset Management
California
$139K -$16.8K -2,795 -11%
SAMT
173
Select Asset Management & Trust
Pennsylvania
$139K +$135K +22,500 New
EGM
174
Engineers Gate Manager
New York
$137K -$462K -76,918 -78%
KA
175
Kovack Advisors
Florida
$137K -$1.2K -200 -0.9%

PBI Hedge Fund Activity: Q4 2020 in Review

265 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2020, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PBI positions and 28 closed out — a net gain of 25 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was Masters Capital Management, opening a new position worth an estimated $12M. The largest seller was Miller Value Partners, cutting an estimated $35.6M.

  • 265 institutional investors held Pitney Bowes (PBI) as of Q4 2020, up from 240 in Q3 2020.
  • Funds reported $779M of Pitney Bowes stock for Q4 2020, up 15% quarter-over-quarter.
  • 53 funds opened new Pitney Bowes positions in Q4 2020 and 28 closed out, a net change of +25 holders.
  • The largest Pitney Bowes buyer in Q4 2020 was Masters Capital Management, an estimated $12M added.
  • The largest Pitney Bowes seller in Q4 2020 was Miller Value Partners, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2020.