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Pitney Bowes

351 hedge funds and large institutions have $1.59B invested in Pitney Bowes in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

9% more funds holding

Funds holding: 321351 (+30)

0.41% more ownership

Funds ownership: 75.57%75.98% (+0.41%)

20% less capital invested

Capital invested by funds: $1.98B → $1.59B (-$390M)

65% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $46.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
79
Increased
111
Reduced
100
Closed
46
Calls
$16.1M
Puts
$46.4M
Net Calls
-$30.2M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
176
Cerity Partners OCIO
New York
$419K -$540K -45,788 -55%
WI
177
WBI Investments
New Jersey
$416K +$439K +37,225 New
TRSOTSOK
178
Teachers Retirement System of the State of Kentucky
Kentucky
$413K
RIL
179
Rothschild Investment LLC
Illinois
$403K -$38.9K -3,300 -8%
Massachusetts Financial Services
180
Massachusetts Financial Services
Massachusetts
$398K -$24M -2,036,612 -98%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$396K -$65.6K -5,571 -14%
BCM
182
Brookstone Capital Management
Illinois
$387K +$98.3K +8,338 +32%
URS
183
Utah Retirement Systems
Utah
$386K +$5.89K +500 +1%
PCM
184
Piermont Capital Management
Missouri
$381K -$20.4K -1,730 -5%
Brown Advisory
185
Brown Advisory
Maryland
$380K +$401K +33,988 New
WIM
186
Westside Investment Management
California
$379K +$318K +27,025 +483%
AG
187
Aperio Group
California
$369K -$290K -24,646 -43%
AG
188
Advisor Group
Arizona
$362K -$485K -41,176 -56%
Holocene Advisors
189
Holocene Advisors
New York
$362K +$382K +32,376 New
Tudor Investment Corp
190
Tudor Investment Corp
Connecticut
$361K -$157K -13,358 -29%
VAM
191
Visionary Asset Management
Texas
$340K +$121K +10,282 +51%
AA
192
ALPS Advisors
Colorado
$338K +$356K +30,200 New
Creative Planning
193
Creative Planning
Kansas
$330K +$86.6K +7,351 +33%
MCIM
194
Meadow Creek Investment Management
Georgia
$326K +$77.7K +6,596 +29%
IG
195
ING Group
Netherlands
$315K +$62.6K +5,313 +23%
SPIA
196
Steward Partners Investment Advisory
New York
$312K -$64K -5,435 -16%
RHAM
197
Round Hill Asset Management
California
$308K -$192K -16,295 -37%
IRC
198
Investors Research Corp
Georgia
$307K +$324K +27,475 New
Axa
199
Axa
France
$306K +$323K +27,400 New
CA
200
Corrado Advisors
New Jersey
$305K -$2.58M -218,894 -89%

PBI Hedge Fund Activity: Q4 2017 in Review

351 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2017, worth a combined $1.59B — down 20% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PBI positions and 46 closed out — a net gain of 33 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $41.6M. The largest seller was Miller Howard Investments, cutting an estimated $58.1M.

  • 351 institutional investors held Pitney Bowes (PBI) as of Q4 2017, up from 321 in Q3 2017.
  • Funds reported $1.59B of Pitney Bowes stock for Q4 2017, down 20% quarter-over-quarter.
  • 79 funds opened new Pitney Bowes positions in Q4 2017 and 46 closed out, a net change of +33 holders.
  • The largest Pitney Bowes buyer in Q4 2017 was Schroder Investment Management Group, an estimated $41.6M added.
  • The largest Pitney Bowes seller in Q4 2017 was Miller Howard Investments, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2017.