We are live on ! Find out more
PBI icon

Pitney Bowes

337 hedge funds and large institutions have $2.78B invested in Pitney Bowes in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $5.05M

1.45% more ownership

Funds ownership: 82.03%83.48% (+1.4%)

1% more capital invested

Capital invested by funds: $2.76B → $2.78B (+$19.3M)

4% less funds holding

Funds holding: 351337 (-14)

17% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 132

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
337
Holders Change
-14
Holders Change %
-3.99%
% of All Funds
8.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
109
Reduced
132
Closed
38
Calls
$7.8M
Puts
$5.05M
Net Calls
+$2.75M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
176
Two Sigma Investments
New York
$542K -$1.67M -90,921 -75%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$536K
M&T Bank
178
M&T Bank
New York
$534K -$100K -5,468 -16%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$533K +$2.57K +140 +0.5%
ACM
180
Argentus Capital Management
Texas
$530K +$64.1K +3,495 +14%
SG Americas Securities
181
SG Americas Securities
New York
$522K +$527K +28,730 New
MERSOM
182
Municipal Employees' Retirement System of Michigan
Michigan
$518K +$917 +50 +0.2%
SPC
183
Sigma Planning Corp
Michigan
$512K -$49.4K -2,690 -9%
CCM
184
Cadence Capital Management
Massachusetts
$496K -$35.7K -1,947 -7%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$492K
ZCM
186
Zebra Capital Management
Connecticut
$489K +$494K +26,937 New
VKH
187
Virtu KCG Holdings
New York
$486K +$218K +11,863 +80%
SS
188
Simplicity Solutions
Minnesota
$478K -$268K -14,598 -36%
BTS
189
BB&T Securities
Virginia
$459K +$232K +12,640 +100%
MSA
190
Mason Street Advisors
Wisconsin
$456K -$5.49K -299 -1%
JIM
191
Jensen Investment Management
Oregon
$454K +$46.6K +2,540 +11%
PAM
192
Panagora Asset Management
Massachusetts
$448K -$1.73M -94,383 -79%
AAM
193
Advisors Asset Management
Colorado
$448K -$28.8K -1,567 -6%
Creative Planning
194
Creative Planning
Kansas
$434K +$37 +2 +0%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$422K -$163K -8,893 -28%
SLAM
196
Swiss Life Asset Management
$421K +$425K +23,187 New
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$375K +$2.99K +163 +0.8%
Capital Fund Management (CFM)
198
Capital Fund Management (CFM)
France
$372K +$376K +20,506 New
Pacer Advisors
199
Pacer Advisors
Pennsylvania
$369K +$25.7K +1,403 +7%
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$367K -$494K -26,928 -57%

PBI Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2016, worth a combined $2.78B — up 0.7% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 27 opened new positions — a net loss of 11 holders — while 132 trimmed existing stakes and 109 added.

The largest buyer was Invesco, adding an estimated $36.6M. The largest seller was Neuberger Berman Group, cutting an estimated $56M.

  • 337 institutional investors held Pitney Bowes (PBI) as of Q3 2016, down from 351 in Q2 2016.
  • Funds reported $2.78B of Pitney Bowes stock for Q3 2016, up 0.7% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q3 2016 and 38 closed out, a net change of -11 holders.
  • The largest Pitney Bowes buyer in Q3 2016 was Invesco, an estimated $36.6M added.
  • The largest Pitney Bowes seller in Q3 2016 was Neuberger Berman Group, an estimated $56M sold.

Based on aggregated 13F filings for Q3 2016.