We are live on ! Find out more
PBI icon

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
VAM
176
Visionary Asset Management
Texas
$1.55M +$343K +13,925 +31%
CIM
177
CenturyLink Investment Management
Colorado
$1.53M -$129K -5,227 -8%
NEIRG
178
New England Investment & Retirement Group
Massachusetts
$1.51M -$109K -4,402 -7%
ProShare Advisors
179
ProShare Advisors
Maryland
$1.48M -$20K -811 -1%
ARTA
180
A.R.T. Advisors
New York
$1.47M -$2.42M -98,113 -63%
ASRS
181
Arizona State Retirement System
Arizona
$1.47M -$34.5K -1,400 -2%
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$1.42M +$4.93K +200 +0.4%
EVM
183
Eaton Vance Management
Massachusetts
$1.41M +$74 +3 +0%
EIM
184
ExxonMobil Investment Management
Texas
$1.38M +$11.4K +461 +0.9%
KCM
185
Kames Capital Management
United Kingdom
$1.36M -$619K -25,099 -32%
Dodge & Cox
186
Dodge & Cox
California
$1.36M -$49.3K -2,000 -4%
VFS
187
VSR Financial Services
Kansas
$1.35M +$36.6K +1,483 +3%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$1.33M -$87.8K -3,561 -7%
Massachusetts Financial Services
189
Massachusetts Financial Services
Massachusetts
$1.33M +$1.26M +51,210 New
IRF
190
IBM Retirement Fund
New York
$1.3M -$716K -29,015 -37%
CA
191
Commerzbank Aktiengesellschaft
Germany
$1.29M -$99.9K -4,049 -8%
ERSOT
192
Employees Retirement System of Texas
Texas
$1.27M -$222K -9,000 -16%
WT
193
Wilmington Trust
Delaware
$1.27M -$20.2K -821 -2%
HIMCH
194
Hartford Investment Management Co (HIMCO)
Connecticut
$1.27M -$15K -608 -1%
Canada Life
195
Canada Life
Manitoba, Canada
$1.26M -$2.62M -106,112 -69%
ACI
196
AMP Capital Investors
Australia
$1.24M +$520K +21,100 +76%
STC
197
SEI Trust Company
Pennsylvania
$1.2M +$1.13M +46,000 New
QI
198
Quotient Investors
New York
$1.15M +$365K +14,796 +50%
MSA
199
Mason Street Advisors
Wisconsin
$1.13M -$6.66K -270 -0.6%
HNB
200
Huntington National Bank
Ohio
$1.12M -$118K -4,782 -10%

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.