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Pitney Bowes

353 hedge funds and large institutions have $5.3B invested in Pitney Bowes in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 121 increasing their positions, 131 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $114M | Put options by funds: $43M

96% more capital invested

Capital invested by funds: $2.71B → $5.3B (+$2.6B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 45

1% more funds holding

Funds holding: 348353 (+5)

8% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 131

3.42% less ownership

Funds ownership: 91.9%88.48% (-3.4%)

Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
11.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
53
Increased
121
Reduced
131
Closed
45
Calls
$114M
Puts
$43M
Net Calls
+$71.4M
Net Calls Change
+$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.06B
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M +$6.56M +399,719 +3%
BFA
3
BlackRock Fund Advisors
California
$213M +$921K +56,175 +0.5%
IAM
4
Iridian Asset Management
Connecticut
$190M +$95.2M +5,800,488 +125%
State Street
5
State Street
Massachusetts
$158M -$370M -22,545,591 -72%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$150M +$1.63M +99,606 +1%
CCI
7
Columbus Circle Investors
$121M +$22.4M +1,365,979 +26%
BIT
8
BlackRock Institutional Trust
California
$95.4M -$1.29M -78,890 -1%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$91.3M +$43.6M +2,657,150 +113%
AAM
10
Alken Asset Management
United Kingdom
$84.4M +$69.9M +4,263,913 +1,134%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$81.2M +$4.67M +284,499 +7%
Goldman Sachs
12
Goldman Sachs
New York
$73.3M +$42.5M +2,591,651 +180%
HCM
13
Hoplite Capital Management
New York
$73.1M +$65.9M +4,016,113 New
Invesco
14
Invesco
Georgia
$63.7M +$30.7M +1,871,108 +115%
JP Morgan Chase
15
JP Morgan Chase
New York
$55.9M +$4.65M +283,251 +10%
SC
16
Samlyn Capital
New York
$52.7M +$47.5M +2,896,237 New
ARC
17
Absolute Return Capital
Massachusetts
$50.7M -$19M -1,160,277 -29%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$44.4M +$37.4M +2,279,372 +1,416%
KCM
19
Kornitzer Capital Management
Kansas
$41.9M +$2.88M +175,600 +8%
AAM
20
Advisors Asset Management
Colorado
$41.3M +$1.56M +95,129 +4%
Northern Trust
21
Northern Trust
Illinois
$38.1M -$980K -59,720 -3%
WCM
22
Wedge Capital Management
North Carolina
$37.5M -$4.77M -290,870 -12%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$36.6M +$33M +2,012,700 New
Capital Research Global Investors
24
Capital Research Global Investors
California
$36.4M
Norges Bank
25
Norges Bank
Norway
$33M

PBI Hedge Fund Activity: Q3 2013 in Review

353 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2013, worth a combined $5.3B — up 96% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PBI positions and 45 closed out — a net gain of 8 holders — while 121 added to existing stakes and 131 trimmed.

The largest buyer was Iridian Asset Management, adding an estimated $95.2M. The largest seller was State Street, cutting an estimated $370M.

  • 353 institutional investors held Pitney Bowes (PBI) as of Q3 2013, up from 348 in Q2 2013.
  • Funds reported $5.3B of Pitney Bowes stock for Q3 2013, up 96% quarter-over-quarter.
  • 53 funds opened new Pitney Bowes positions in Q3 2013 and 45 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q3 2013 was Iridian Asset Management, an estimated $95.2M added.
  • The largest Pitney Bowes seller in Q3 2013 was State Street, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2013.