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Pitney Bowes
PBI

240 hedge funds and large institutions have $675M invested in Pitney Bowes in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

96% more capital invested

Capital invested by funds: $344M → $675M (+$331M)

14% more funds holding

Funds holding: 210 → 240 (+30)

3.12% less ownership

Funds ownership: 77.13% → 74.01% (-3.1%)

48% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $24.7M

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
240
Holders Change
+30
Holders Change %
+14.29%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
45
Reduced
96
Closed
21
Calls
$12.9M
Puts
$24.7M
Net Calls
-$11.9M
Net Calls Change
-$3.34M

Top Buyers

Rank Fund Capital Flow
1
AI
Atom Investors
Texas
+$14.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.2M
3
MVP
Miller Value Partners
Florida
+$8.83M
4
VC
Voss Capital
Texas
+$3.78M
5
Millennium Management
Millennium Management
New York
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$14.3M
2
LSV Asset Management
LSV Asset Management
Illinois
-$13.9M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$8.74M
4
Norges Bank
Norges Bank
Norway
-$6.24M
5
CCP
Clifford Capital Partners
Utah
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
201
Paloma Partners
Connecticut
$13K +$11.2K +2,427 New
SWA
202
Sutton Wealth Advisors
Florida
$11.1K – – –
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$11K +$738 +160 +8%
GWM
204
Geneos Wealth Management
Colorado
$10K -$1.3K -282 -12%
MRCM
205
M&R Capital Management
New Jersey
$10K – – –
BDWM
206
Brewin Dolphin Wealth Management
Ireland
$8.5K – – –
SIS
207
Sound Income Strategies
Florida
$8K – – –
BBL
208
Beck Bode LLC
Massachusetts
$8K +$6.69K +1,450 New
ATC
209
Adirondack Trust Company
New York
$6K – – –
NSIM
210
North Star Investment Management
Illinois
$6K – – –
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
HIA
212
Harbor Investment Advisory
Maryland
$6K +$2.77K +600 +101%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$5K -$4.62K -1,000 -50%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$5K -$4.57K -990 -52%
TWA
215
TCI Wealth Advisors
Arizona
$5K – – –
CAL
216
Capital Advisors Ltd
Ohio
$4K – – –
First Manhattan
217
First Manhattan
New York
$4K – – –
S
218
SignatureFD
Georgia
$4K +$462 +100 +14%
WIM
219
Westside Investment Management
California
$3.21K -$578K -125,175 -17%
PHK
220
Point72 Hong Kong
Hong Kong
$3K -$133K -28,819 -98%
BCM
221
Blume Capital Management
California
$3K -$23.1K -5,000 -89%
AF
222
Allworth Financial
California
$3K +$9 +2 +0.3%
FHA
223
Flagship Harbor Advisors
Massachusetts
$3K +$28 +6 +0.9%
ST
224
Smithfield Trust
Pennsylvania
$3K +$2.42K +525 New
Millennium Management
225
Millennium Management
New York
$2.61K +$2.27M +491,527 New
7 8
9
10 11

PBI Hedge Fund Activity: Q3 2020 in Review

240 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2020, worth a combined $675M — up 96% from $344M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PBI positions and 21 closed out — a net gain of 31 holders — while 45 added to existing stakes and 96 trimmed.

The largest buyer was Atom Investors, opening a new position worth an estimated $14.4M. The largest seller was Victory Capital Management, cutting an estimated $14.3M.

  • 240 institutional investors held Pitney Bowes (PBI) as of Q3 2020, up from 210 in Q2 2020.
  • Funds reported $675M of Pitney Bowes stock for Q3 2020, up 96% quarter-over-quarter.
  • 52 funds opened new Pitney Bowes positions in Q3 2020 and 21 closed out, a net change of +31 holders.
  • The largest Pitney Bowes buyer in Q3 2020 was Atom Investors, an estimated $14.4M added.
  • The largest Pitney Bowes seller in Q3 2020 was Victory Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2020.