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Pitney Bowes

255 hedge funds and large institutions have $602M invested in Pitney Bowes in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 99 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 75.34%77.06% (+1.7%)

3% more capital invested

Capital invested by funds: $581M → $602M (+$20.3M)

7% less funds holding

Funds holding: 274255 (-19)

37% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 46

39% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 99

47% less call options, than puts

Call options by funds: $4.7M | Put options by funds: $8.8M

Holders
255
Holders Change
-19
Holders Change %
-6.93%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
60
Reduced
99
Closed
46
Calls
$4.7M
Puts
$8.8M
Net Calls
-$4.1M
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
176
Goelzer Investment Management
Indiana
$89K +$4.01K +1,000 +5%
WS
177
Wedbush Securities
California
$86K -$10K -2,496 -12%
PI
178
PEAK6 Investments
Illinois
$85K +$74.3K +18,532 New
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$83K -$46.8K -11,669 -39%
ECM
180
Everence Capital Management
Indiana
$82K +$71.7K +17,890 New
Wolverine Trading
181
Wolverine Trading
Illinois
$78K -$279K -69,724 -80%
Neuberger Berman Group
182
Neuberger Berman Group
New York
$71K -$1.6K -400 -3%
AIP
183
Ameritas Investment Partners
Nebraska
$71K
TCOT
184
Trust Company of Toledo
Ohio
$62K +$11K +2,739 +25%
MWM
185
Modera Wealth Management
New Jersey
$58K
MCM
186
McMillion Capital Management
North Carolina
$56K
MM
187
Meridian Management
Arkansas
$55K
CM
188
Caption Management
Oklahoma
$55K +$48.1K +12,000 New
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$52K -$10.9K -2,710 -19%
PT
190
Plimoth Trust
Massachusetts
$47K -$9.58K -2,390 -19%
Creative Planning
191
Creative Planning
Kansas
$47K +$41K +10,228 New
HIMCH
192
Hartford Investment Management Co (HIMCO)
Connecticut
$46K
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.9K -$2.93K -732 -7%
Walleye Capital
194
Walleye Capital
New York
$41K +$36.1K +9,000 New
MOACM
195
Mutual of America Capital Management
New York
$29K -$890 -222 -3%
US Bancorp
196
US Bancorp
Minnesota
$29K +$3.8K +948 +18%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$27K -$10.8K -2,700 -32%
ASN
198
Advisory Services Network
Georgia
$27K
LIA
199
LS Investment Advisors
Michigan
$26K
PCG
200
Private Capital Group
Connecticut
$26K +$22.9K +5,706 New

PBI Hedge Fund Activity: Q3 2019 in Review

255 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2019, worth a combined $602M — up 3.5% from $581M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PBI and 29 opened new positions — a net loss of 17 holders — while 99 trimmed existing stakes and 60 added.

The largest buyer was Miller Value Partners, adding an estimated $4.93M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $7.7M sold.

  • 255 institutional investors held Pitney Bowes (PBI) as of Q3 2019, down from 274 in Q2 2019.
  • Funds reported $602M of Pitney Bowes stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 29 funds opened new Pitney Bowes positions in Q3 2019 and 46 closed out, a net change of -17 holders.
  • The largest Pitney Bowes buyer in Q3 2019 was Miller Value Partners, an estimated $4.93M added.
  • The largest Pitney Bowes seller in Q3 2019 was State of New Jersey Common Pension Fund D, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2019.