We are live on ! Find out more
PBI icon

Pitney Bowes

375 hedge funds and large institutions have $4.79B invested in Pitney Bowes in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 133 increasing their positions, 138 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $138M | Put options by funds: $40.2M

5% more capital invested

Capital invested by funds: $4.55B → $4.79B (+$232M)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

4% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 138

1% less funds holding

Funds holding: 379375 (-4)

1.19% less ownership

Funds ownership: 86.66%85.47% (-1.2%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
375
Holders Change
-4
Holders Change %
-1.06%
% of All Funds
10.78%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
34
Increased
133
Reduced
138
Closed
35
Calls
$138M
Puts
$40.2M
Net Calls
+$97.8M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$493M +$31.9M +1,198,613 +7%
IAM
2
Iridian Asset Management
Connecticut
$223M +$5.42M +203,700 +3%
State Street
3
State Street
Massachusetts
$209M +$8.45M +317,145 +4%
AAM
4
Alken Asset Management
United Kingdom
$205M +$1.2M +45,112 +0.6%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$202M +$12.8M +480,148 +7%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$183M +$5.92M +222,255 +3%
Invesco
7
Invesco
Georgia
$168M -$41.8K -1,568 -0%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$148M +$7.72M +290,100 +6%
BIT
9
BlackRock Institutional Trust
California
$147M +$1.68M +63,152 +1%
BFA
10
BlackRock Fund Advisors
California
$147M +$3.15M +118,183 +2%
CCI
11
Columbus Circle Investors
$143M -$16.4M -616,495 -11%
JP Morgan Chase
12
JP Morgan Chase
New York
$102M +$28.4M +1,066,147 +41%
Norges Bank
13
Norges Bank
Norway
$97.7M +$47.1M +1,768,600 +100%
SFM
14
Systematic Financial Management
New Jersey
$79.5M -$12.3M -463,782 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$74.2M +$1.81M +67,920 +3%
TCIM
16
TIAA CREF Investment Management
New York
$72.1M -$3.35M -125,724 -5%
Northern Trust
17
Northern Trust
Illinois
$60.6M -$2.52M -94,709 -4%
BA
18
BlackRock Advisors
Delaware
$59.4M +$12.8M +479,132 +29%
JHIU
19
Janus Henderson Investors US
Colorado
$57M +$17.1M +642,500 +45%
Capital Research Global Investors
20
Capital Research Global Investors
California
$55.2M
KCM
21
Kornitzer Capital Management
Kansas
$53.3M -$3.26M -122,350 -6%
Morgan Stanley
22
Morgan Stanley
New York
$50.3M +$19.8M +742,361 +69%
WG
23
Winton Group
United Kingdom
$41.5M +$40.1M +1,504,305 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$41.1M -$3.68M -138,101 -8%
CEP
25
Chicago Equity Partners
Illinois
$40.6M +$673K +25,255 +2%

PBI Hedge Fund Activity: Q2 2014 in Review

375 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2014, worth a combined $4.79B — up 5.1% from $4.55B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of PBI and 34 opened new positions — a net loss of 1 holder — while 138 trimmed existing stakes and 133 added.

The largest buyer was Norges Bank, adding an estimated $47.1M. The largest seller was Hoplite Capital Management, exiting entirely with an estimated $123M sold.

  • 375 institutional investors held Pitney Bowes (PBI) as of Q2 2014, down from 379 in Q1 2014.
  • Funds reported $4.79B of Pitney Bowes stock for Q2 2014, up 5.1% quarter-over-quarter.
  • 34 funds opened new Pitney Bowes positions in Q2 2014 and 35 closed out, a net change of -1 holder.
  • The largest Pitney Bowes buyer in Q2 2014 was Norges Bank, an estimated $47.1M added.
  • The largest Pitney Bowes seller in Q2 2014 was Hoplite Capital Management, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2014.