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Pitney Bowes

359 hedge funds and large institutions have $6.61B invested in Pitney Bowes in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $29.7M

50% more capital invested

Capital invested by funds: $4.42B → $6.61B (+$2.19B)

0.47% more ownership

Funds ownership: 85.93%86.4% (+0.47%)

3% less funds holding

Funds holding: 371359 (-12)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 145

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
359
Holders Change
-12
Holders Change %
-3.23%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
41
Increased
113
Reduced
145
Closed
48
Calls
$55.2M
Puts
$29.7M
Net Calls
+$25.5M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
201
Commonwealth Bank of Australia
Australia
$655K +$277K +11,359 +73%
TCMG
202
TSP Capital Management Group
New Jersey
$638K
MVP
203
Miller Value Partners
Florida
$637K
AL
204
Airain Ltd
Guernsey
$632K -$937K -38,365 -60%
WAM
205
World Asset Management
Michigan
$622K -$123K -5,039 -16%
RFC
206
Regions Financial Corp
Alabama
$619K -$1.08M -44,300 -64%
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$612K -$70.5K -2,885 -10%
RJA
208
Raymond James & Associates
Florida
$610K +$21.7K +888 +4%
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$598K -$61.1K -2,500 -9%
PL
210
Parkwood LLC
Ohio
$594K +$227K +9,303 +62%
MAM
211
Meeder Asset Management
Ohio
$584K +$37.1K +1,518 +7%
PFS
212
Prospera Financial Services
Texas
$572K +$190K +7,779 +50%
FCH
213
Freestone Capital Holdings
Washington
$568K +$569K +23,292 New
JG
214
Jefferies Group
New York
$545K -$428K -17,518 -44%
KeyBank National Association
215
KeyBank National Association
Ohio
$542K -$116K -4,761 -18%
MOACM
216
Mutual of America Capital Management
New York
$534K +$5.99K +245 +1%
WIL
217
Winifred I. Li
$527K -$6.01K -246 -1%
JIM
218
Jensen Investment Management
Oregon
$516K +$61.1K +2,500 +13%
CAN
219
Cetera Advisor Networks
California
$508K -$106K -4,346 -17%
ANI
220
American National Insurance
Texas
$487K
QIM
221
Quantitative Investment Management
Virginia
$487K +$489K +20,000 New
AW
222
Alpha Windward
Massachusetts
$474K +$36.3K +1,488 +8%
SPC
223
Sigma Planning Corp
Michigan
$470K +$471K +19,299 New
LA
224
Lucus Advisors
New York
$463K +$464K +18,994 New
AGI
225
Athena Global Investors
Virginia
$448K -$9.63M -394,287 -96%

PBI Hedge Fund Activity: Q4 2014 in Review

359 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2014, worth a combined $6.61B — up 50% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of PBI and 41 opened new positions — a net loss of 7 holders — while 145 trimmed existing stakes and 113 added.

The largest buyer was Bank of New York Mellon, adding an estimated $151M. The largest seller was Columbus Circle Investors, cutting an estimated $49.4M.

  • 359 institutional investors held Pitney Bowes (PBI) as of Q4 2014, down from 371 in Q3 2014.
  • Funds reported $6.61B of Pitney Bowes stock for Q4 2014, up 50% quarter-over-quarter.
  • 41 funds opened new Pitney Bowes positions in Q4 2014 and 48 closed out, a net change of -7 holders.
  • The largest Pitney Bowes buyer in Q4 2014 was Bank of New York Mellon, an estimated $151M added.
  • The largest Pitney Bowes seller in Q4 2014 was Columbus Circle Investors, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2014.