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Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
201
Suntrust Banks
Georgia
$1.04M -$53.5K -2,170 -5%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M +$6.17K +250 +0.6%
DC
203
Deere & Company
Illinois
$999K -$225K -9,108 -19%
HI
204
HBK Investments
Texas
$995K +$64.1K +2,600 +7%
AG
205
Aperio Group
California
$989K +$939K +38,067 New
KCM
206
KSA Capital Management
New Jersey
$988K +$937K +38,000 New
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$984K -$22.3K -905 -2%
Lord, Abbett & Co
208
Lord, Abbett & Co
New Jersey
$946K -$46.4M -1,882,000 -98%
OTPPB
209
Ontario Teachers' Pension Plan Board
Ontario, Canada
$941K -$181K -7,331 -17%
URS
210
Utah Retirement Systems
Utah
$936K +$4.93K +200 +0.6%
VKH
211
Virtu KCG Holdings
New York
$925K +$446K +18,090 +104%
QSS
212
Quantitative Systematic Strategies
Florida
$906K +$875K +35,483 New
RIL
213
Rothschild Investment LLC
Illinois
$897K -$37K -1,500 -4%
DILH
214
Dai-ichi Life Holdings
Japan
$882K
KeyBank National Association
215
KeyBank National Association
Ohio
$862K -$112K -4,544 -12%
Creative Planning
216
Creative Planning
Kansas
$861K +$102K +4,155 +14%
OI
217
Oakbrook Investments
Illinois
$852K -$141K -5,700 -15%
DA
218
Denali Advisors
California
$819K -$1.3M -52,700 -63%
BP
219
Banyan Partners
Florida
$796K -$182K -7,376 -19%
WAM
220
World Asset Management
Michigan
$781K -$97.8K -3,964 -12%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$751K -$34.5K -1,400 -5%
NB
222
Norinchukin Bank
Japan
$738K -$522K -21,164 -43%
PAMU
223
Pictet Asset Management (UK)
United Kingdom
$725K
PAM
224
Paradigm Asset Management
New York
$710K +$136K +5,500 +25%
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$687K -$39.5K -1,600 -6%

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.