We are live on ! Find out more
PBI icon

Pitney Bowes

379 hedge funds and large institutions have $4.55B invested in Pitney Bowes in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

93% more call options, than puts

Call options by funds: $131M | Put options by funds: $67.9M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

17% more capital invested

Capital invested by funds: $3.9B → $4.55B (+$656M)

3.78% more ownership

Funds ownership: 82.88%86.66% (+3.8%)

3% more funds holding

Funds holding: 369379 (+10)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

Holders
379
Holders Change
+10
Holders Change %
+2.71%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
48
Increased
121
Reduced
146
Closed
36
Calls
$131M
Puts
$67.9M
Net Calls
+$63.2M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$432M +$59.7M +2,422,230 +17%
IAM
2
Iridian Asset Management
Connecticut
$205M +$1.01M +41,052 +0.5%
AAM
3
Alken Asset Management
United Kingdom
$192M +$29.9M +1,213,292 +20%
State Street
4
State Street
Massachusetts
$189M -$9.79M -396,976 -5%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$177M +$44.9M +1,819,704 +36%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$166M +$21.6M +874,043 +16%
Invesco
7
Invesco
Georgia
$158M -$3.66M -148,221 -2%
CCI
8
Columbus Circle Investors
$151M -$3.92M -158,932 -3%
BIT
9
BlackRock Institutional Trust
California
$137M +$905K +36,677 +0.7%
BFA
10
BlackRock Fund Advisors
California
$135M +$1.65M +66,816 +1%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$132M +$58K +2,350 +0%
HCM
12
Hoplite Capital Management
New York
$123M +$17.4M +706,088 +18%
SFM
13
Systematic Financial Management
New Jersey
$86.9M +$64M +2,594,403 +347%
TCIM
14
TIAA CREF Investment Management
New York
$71.1M +$17.4M +704,530 +35%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$68M -$745K -30,205 -1%
JP Morgan Chase
16
JP Morgan Chase
New York
$68M -$242K -9,792 -0.4%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$62.4M +$2.47M +100,000 +4%
Northern Trust
18
Northern Trust
Illinois
$59.5M +$2.45M +99,222 +5%
KCM
19
Kornitzer Capital Management
Kansas
$53.3M -$2.31M -93,525 -4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$52M
AAM
21
Advisors Asset Management
Colorado
$50.2M -$8.09M -327,867 -15%
SC
22
Samlyn Capital
New York
$47.1M -$4.77M -193,195 -10%
Norges Bank
23
Norges Bank
Norway
$46M
WCM
24
Winton Capital Management
United Kingdom
$45.2M +$13.5M +546,939 +46%
BA
25
BlackRock Advisors
Delaware
$43.5M -$1.16M -47,100 -3%

PBI Hedge Fund Activity: Q1 2014 in Review

379 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2014, worth a combined $4.55B — up 17% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 36 closed out — a net gain of 12 holders — while 121 added to existing stakes and 146 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $64M. The largest seller was Lord, Abbett & Co, cutting an estimated $46.4M.

  • 379 institutional investors held Pitney Bowes (PBI) as of Q1 2014, up from 369 in Q4 2013.
  • Funds reported $4.55B of Pitney Bowes stock for Q1 2014, up 17% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest Pitney Bowes buyer in Q1 2014 was Systematic Financial Management, an estimated $64M added.
  • The largest Pitney Bowes seller in Q1 2014 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2014.