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Pitney Bowes

357 hedge funds and large institutions have $1.93B invested in Pitney Bowes in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 101

2.79% less ownership

Funds ownership: 81.74%78.96% (-2.8%)

7% less funds holding

Funds holding: 382357 (-25)

16% less capital invested

Capital invested by funds: $2.31B → $1.93B (-$379M)

20% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 86

58% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $11.5M

Holders
357
Holders Change
-25
Holders Change %
-6.54%
% of All Funds
8.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
69
Increased
125
Reduced
101
Closed
86
Calls
$4.83M
Puts
$11.5M
Net Calls
-$6.71M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$277M +$296M +20,918,761 +9,828%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M -$44.8M -3,174,092 -15%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$120M -$49.3M -3,489,484 -28%
State Street
4
State Street
Massachusetts
$66.3M -$29.4M -2,081,056 -29%
Invesco
5
Invesco
Georgia
$65.2M -$63.4M -4,486,209 -47%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$53.7M -$2.94M -207,901 -5%
LSV Asset Management
7
LSV Asset Management
Illinois
$52.6M +$2.9M +205,000 +5%
MHI
8
Miller Howard Investments
New York
$51M +$54.9M +3,889,242 New
Norges Bank
9
Norges Bank
Norway
$40.8M +$19.7M +1,391,030 +81%
Two Sigma Investments
10
Two Sigma Investments
New York
$29.7M +$17M +1,206,916 +114%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$29.1M +$11.1M +782,900 +55%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$28M +$17.4M +1,233,576 +137%
KCM
13
Kornitzer Capital Management
Kansas
$26.9M -$49.6K -3,510 -0.2%
Deutsche Bank
14
Deutsche Bank
Germany
$26.2M +$4.12M +291,993 +17%
Goldman Sachs
15
Goldman Sachs
New York
$25.9M +$10.2M +719,963 +57%
Morgan Stanley
16
Morgan Stanley
New York
$25.1M -$1.23M -86,970 -4%
WCM
17
Wedge Capital Management
North Carolina
$24.3M +$5.26M +372,115 +25%
Wells Fargo
18
Wells Fargo
California
$23.7M -$52.3M -3,700,508 -67%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$23.3M +$6.87M +486,581 +38%
Northern Trust
20
Northern Trust
Illinois
$22.1M -$3.29M -233,187 -12%
LAM
21
Lapides Asset Management
Connecticut
$21.8M +$11.4M +809,400 +95%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$20.1M -$1.79M -126,640 -8%
Citadel Advisors
23
Citadel Advisors
Florida
$19M +$10.7M +758,737 +109%
Renaissance Technologies
24
Renaissance Technologies
New York
$18.5M +$12M +846,126 +149%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$17.8M +$2.76M +195,100 +17%

PBI Hedge Fund Activity: Q1 2017 in Review

357 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2017, worth a combined $1.93B — down 16% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PBI and 69 opened new positions — a net loss of 17 holders — while 101 trimmed existing stakes and 125 added.

The largest buyer was BlackRock, adding an estimated $296M. The largest seller was Invesco, cutting an estimated $63.4M.

  • 357 institutional investors held Pitney Bowes (PBI) as of Q1 2017, down from 382 in Q4 2016.
  • Funds reported $1.93B of Pitney Bowes stock for Q1 2017, down 16% quarter-over-quarter.
  • 69 funds opened new Pitney Bowes positions in Q1 2017 and 86 closed out, a net change of -17 holders.
  • The largest Pitney Bowes buyer in Q1 2017 was BlackRock, an estimated $296M added.
  • The largest Pitney Bowes seller in Q1 2017 was Invesco, an estimated $63.4M sold.

Based on aggregated 13F filings for Q1 2017.