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Pitney Bowes

341 hedge funds and large institutions have $3.41B invested in Pitney Bowes in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 143 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $9.25M | Put options by funds: $7.51M

1.45% less ownership

Funds ownership: 85.86%84.42% (-1.4%)

5% less funds holding

Funds holding: 359341 (-18)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 143

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

35% less capital invested

Capital invested by funds: $5.25B → $3.41B (-$1.85B)

Holders
341
Holders Change
-18
Holders Change %
-5.01%
% of All Funds
9.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
105
Reduced
143
Closed
49
Calls
$9.25M
Puts
$7.51M
Net Calls
+$1.74M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
176
Canada Life
Manitoba, Canada
$546K -$1.29M -67,844 -73%
AAM
177
Advisors Asset Management
Colorado
$544K -$29.9K -1,572 -6%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$539K +$47.4K +2,492 +11%
AB
179
Amalgamated Bank
New York
$536K +$37.9K +1,992 +9%
PCM
180
Piermont Capital Management
Missouri
$528K +$18.1K +950 +4%
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$521K +$109K +5,735 +31%
ProShare Advisors
182
ProShare Advisors
Maryland
$503K -$837K -44,060 -65%
Creative Planning
183
Creative Planning
Kansas
$484K -$69.1K -3,638 -14%
NMERB
184
New Mexico Educational Retirement Board
New Mexico
$483K +$20.9K +1,100 +5%
PI
185
PineBridge Investments
New York
$474K -$367K -19,321 -47%
JIM
186
Jensen Investment Management
Oregon
$473K +$55.5K +2,920 +15%
BFM
187
Boothbay Fund Management
New York
$461K +$144K +7,593 +55%
FAAS
188
First Allied Advisory Services
California
$450K +$63.8K +3,357 +19%
SPC
189
Sigma Planning Corp
Michigan
$449K -$196K -10,317 -33%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$446K +$44.9K +2,364 +13%
IRF
191
IBM Retirement Fund
New York
$442K -$496K -26,099 -56%
WAM
192
World Asset Management
Michigan
$435K -$52.8K -2,779 -12%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$435K +$5.09K +268 +1%
ACM
194
Argentus Capital Management
Texas
$433K +$198K +10,418 +108%
ANI
195
American National Insurance
Texas
$431K
MOACM
196
Mutual of America Capital Management
New York
$430K -$48.1K -2,533 -11%
CCM
197
CrestPoint Capital Management
Missouri
$420K +$371K +19,500 New
AI
198
Atria Investments
North Carolina
$420K +$371K +19,515 New
ARM
199
Adirondack Research & Management
New York
$419K +$369K +19,430 New
SPC
200
Stewart & Patten Company
California
$412K -$63.7K -3,350 -15%

PBI Hedge Fund Activity: Q1 2016 in Review

341 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2016, worth a combined $3.41B — down 35% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PBI and 34 opened new positions — a net loss of 15 holders — while 143 trimmed existing stakes and 105 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $451M sold.

  • 341 institutional investors held Pitney Bowes (PBI) as of Q1 2016, down from 359 in Q4 2015.
  • Funds reported $3.41B of Pitney Bowes stock for Q1 2016, down 35% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q1 2016 and 49 closed out, a net change of -15 holders.
  • The largest Pitney Bowes buyer in Q1 2016 was Bank of New York Mellon, an estimated $27M added.
  • The largest Pitney Bowes seller in Q1 2016 was Americafirst Capital Management, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2016.