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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
BCM
201
Blume Capital Management
California
$25K
HNB
202
Huntington National Bank
Ohio
$20K -$2K -500 -10%
NSIM
203
North Star Investment Management
Illinois
$20K +$17.7K +4,419 New
AG
204
Advisor Group
Arizona
$18K +$1.92K +480 +16%
CFD
205
Creative Financial Designs
Indiana
$15K
OSNBOA
206
Old Second National Bank of Aurora
Illinois
$15K
TI
207
Truehand Inc
New Hampshire
$12K
VCM
208
Versant Capital Management
Arizona
$12K +$5.17K +1,290 +84%
CI
209
CX Institutional
Indiana
$9K
MRCM
210
M&R Capital Management
New Jersey
$9K
BDWM
211
Brewin Dolphin Wealth Management
Ireland
$7.31K
HI
212
Human Investing
Oregon
$7K
SIS
213
Sound Income Strategies
Florida
$7K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$6K -$6.01K -1,500 -52%
CCM
215
Cribstone Capital Management
Maine
$6K
KTC
216
Kistler-Tiffany Companies
Pennsylvania
$6K
GWM
217
Geneos Wealth Management
Colorado
$5K +$48 +12 +0.9%
ATC
218
Adirondack Trust Company
New York
$5K +$1.65K +412 +64%
FHA
219
Flagship Harbor Advisors
Massachusetts
$4K -$589 -147 -13%
CAL
220
Capital Advisors Ltd
Ohio
$4K
First Manhattan
221
First Manhattan
New York
$4K
TF
222
TimeScale Financial
Massachusetts
$4K
Simplex Trading
223
Simplex Trading
Illinois
$4K +$4.36K +1,087 New
CCM
224
Community Capital Management
Florida
$4K +$40.1K +10,000 New
S
225
SignatureFD
Georgia
$3K -$1.29K -321 -31%

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.