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Pitney Bowes

265 hedge funds and large institutions have $779M invested in Pitney Bowes in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

10% more funds holding

Funds holding: 240265 (+25)

0.57% less ownership

Funds ownership: 74.01%73.44% (-0.57%)

44% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $35.6M

Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
88
Reduced
77
Closed
28
Calls
$20.1M
Puts
$35.6M
Net Calls
-$15.6M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Aigen Investment Management
New York
$70K -$82K -13,648 -55%
EAM
202
Evanson Asset Management
California
$69K +$565 +94 +0.8%
Nomura Asset Management
203
Nomura Asset Management
Japan
$67.8K
CCIA
204
Campbell & Co Investment Adviser
Maryland
$67K +$65.5K +10,900 New
APA
205
American Portfolios Advisors
New York
$66.3K +$63.1K +10,500 +4,118%
MCM
206
McMillion Capital Management
North Carolina
$64K -$11.2K -1,865 -15%
CA
207
Cullinan Associates
Kentucky
$64K +$62.5K +10,400 New
BC
208
Burney Company
Virginia
$63K +$61K +10,155 New
PAM
209
Premier Asset Management
Illinois
$62K +$60.1K +10,000 New
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$54K +$52.8K +8,785 New
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.6K -$4.08K -680 -7%
TSW
212
Thompson Siegel & Walmsley
Virginia
$46K
FTDI
213
First Trust Direct Indexing
Massachusetts
$41K +$39.6K +6,585 New
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$41K +$39.7K +6,615 New
RA
215
Reby Advisors
Connecticut
$33K +$31.9K +5,307 New
KC
216
Kinloch Capital
Virginia
$31K +$30K +5,000 New
RG
217
Retirement Group
California
$30K +$30K +5,000 New
SWA
218
SOA Wealth Advisors
New York
$29K +$19.4K +3,231 New
US Bancorp
219
US Bancorp
Minnesota
$28K
MRCM
220
M&R Capital Management
New Jersey
$28K +$15.6K +2,600 +130%
VCM
221
Versant Capital Management
Arizona
$25K -$595 -99 -2%
VCG
222
Vantage Consulting Group
Virginia
$25K +$24.7K +4,118 New
GWM
223
Geneos Wealth Management
Colorado
$17K +$1.71K +285 +14%
PP
224
Paloma Partners
Connecticut
$17K +$1.97K +328 +14%
HNB
225
Huntington National Bank
Ohio
$16K

PBI Hedge Fund Activity: Q4 2020 in Review

265 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2020, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PBI positions and 28 closed out — a net gain of 25 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was Masters Capital Management, opening a new position worth an estimated $12M. The largest seller was Miller Value Partners, cutting an estimated $35.6M.

  • 265 institutional investors held Pitney Bowes (PBI) as of Q4 2020, up from 240 in Q3 2020.
  • Funds reported $779M of Pitney Bowes stock for Q4 2020, up 15% quarter-over-quarter.
  • 53 funds opened new Pitney Bowes positions in Q4 2020 and 28 closed out, a net change of +25 holders.
  • The largest Pitney Bowes buyer in Q4 2020 was Masters Capital Management, an estimated $12M added.
  • The largest Pitney Bowes seller in Q4 2020 was Miller Value Partners, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2020.