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Pitney Bowes

359 hedge funds and large institutions have $6.61B invested in Pitney Bowes in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $29.7M

50% more capital invested

Capital invested by funds: $4.42B → $6.61B (+$2.19B)

0.47% more ownership

Funds ownership: 85.93%86.4% (+0.47%)

3% less funds holding

Funds holding: 371359 (-12)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 145

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
359
Holders Change
-12
Holders Change %
-3.23%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
41
Increased
113
Reduced
145
Closed
48
Calls
$55.2M
Puts
$29.7M
Net Calls
+$25.5M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
176
PDT Partners
New York
$987K +$169K +6,900 +21%
PI
177
Placemark Investments
Illinois
$951K +$296K +12,134 +45%
DC
178
Deere & Company
Illinois
$940K -$172K -7,025 -15%
ACI
179
Advance Capital I
Michigan
$938K -$435K -17,800 -32%
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$894K -$12.8K -522 -1%
RIL
181
Rothschild Investment LLC
Illinois
$892K +$61.1K +2,500 +7%
HNB
182
Huntington National Bank
Ohio
$887K +$19.9K +815 +2%
DC
183
Deschaine & Company
Illinois
$865K +$867K +35,486 New
URS
184
Utah Retirement Systems
Utah
$853K
PAMU
185
Pictet Asset Management (UK)
United Kingdom
$845K +$166K +6,780 +24%
TRSOTSOK
186
Teachers Retirement System of the State of Kentucky
Kentucky
$838K
CSS
187
Cubist Systematic Strategies
Connecticut
$836K +$185K +7,577 +28%
CCM
188
Cadence Capital Management
Massachusetts
$830K -$3.86M -157,909 -82%
First Trust Advisors
189
First Trust Advisors
Illinois
$818K -$20.7M -848,557 -96%
Nomura Holdings
190
Nomura Holdings
Japan
$807K +$501K +20,496 +167%
OTPPB
191
Ontario Teachers' Pension Plan Board
Ontario, Canada
$803K -$56.9K -2,329 -7%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$800K +$189K +7,756 +31%
Creative Planning
193
Creative Planning
Kansas
$798K +$23.9K +978 +3%
NB
194
Norinchukin Bank
Japan
$776K +$90.4K +3,700 +13%
MFS
195
MSI Financial Services
Massachusetts
$751K +$192K +7,880 +34%
ACM
196
Argentus Capital Management
Texas
$749K +$202K +8,259 +37%
TFA
197
Transamerica Financial Advisors
Florida
$745K +$746K +30,557 New
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$707K +$76.9K +3,150 +12%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$692K -$9.77K -400 -1%
DA
200
Denali Advisors
California
$656K +$657K +26,900 New

PBI Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2014, worth a combined $6.61B — up 50% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 41 opened new positions — a net loss of 7 holders — while 145 trimmed existing stakes and 113 added.

The largest buyer was Bank of New York Mellon, adding an estimated $151M. The largest seller was Columbus Circle Investors, cutting an estimated $49.4M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2014, down from 371 in Q3 2014.
  • Funds reported $6.61B of Pitney Bowes stock for Q4 2014, up 50% quarter-over-quarter.
  • 41 funds opened new Pitney Bowes positions in Q4 2014 and 48 closed out, a net change of -7 holders.
  • The largest Pitney Bowes buyer in Q4 2014 was Bank of New York Mellon, an estimated $151M added.
  • The largest Pitney Bowes seller in Q4 2014 was Columbus Circle Investors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2014.