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Pitney Bowes

351 hedge funds and large institutions have $1.59B invested in Pitney Bowes in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

11% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 100

9% more funds holding

Funds holding: 321351 (+30)

0.41% more ownership

Funds ownership: 75.57%75.98% (+0.41%)

20% less capital invested

Capital invested by funds: $1.98B → $1.59B (-$390M)

65% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $46.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
79
Increased
111
Reduced
100
Closed
46
Calls
$16.1M
Puts
$46.4M
Net Calls
-$30.2M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$229M -$6.74M -571,722 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M +$3.08M +261,765 +2%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$64M +$21M +1,781,471 +45%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$63.1M +$41.6M +3,526,554 +167%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$58.7M -$13.2M -1,116,957 -18%
State Street
6
State Street
Massachusetts
$58.5M +$1.65M +139,712 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$56.5M +$2.82M +238,900 +5%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M +$15.2M +1,293,100 +85%
Invesco
9
Invesco
Georgia
$28.1M -$15.5M -1,317,766 -34%
Norges Bank
10
Norges Bank
Norway
$27.1M -$10.4M -884,263 -27%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$26.8M +$60.5K +5,131 +0.2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$25.4M +$16.8M +1,424,828 +168%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$23.4M +$23M +1,948,827 +1,369%
Goldman Sachs
14
Goldman Sachs
New York
$21.8M +$7.87M +668,244 +52%
CIP
15
Chartwell Investment Partners
Pennsylvania
$20.5M +$4.13M +350,746 +24%
SCM
16
Sirios Capital Management
Massachusetts
$20M -$16.8M -1,423,923 -44%
AAM
17
Advisors Asset Management
Colorado
$20M +$4.83M +409,638 +30%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.9M +$889K +75,484 +4%
JP Morgan Chase
19
JP Morgan Chase
New York
$19.6M +$13.9M +1,178,442 +205%
LAM
20
Lapides Asset Management
Connecticut
$18.8M +$1.73M +146,800 +10%
WCM
21
Wedge Capital Management
North Carolina
$18.6M +$646K +54,862 +3%
Northern Trust
22
Northern Trust
Illinois
$18.2M -$871K -73,933 -4%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$17.9M +$9.43M +800,000 +100%
KCM
24
Kornitzer Capital Management
Kansas
$17.9M -$1.95M -165,325 -9%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$16.8M +$3.52M +298,600 +25%

PBI Hedge Fund Activity: Q4 2017 in Review

351 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2017, worth a combined $1.59B — down 20% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PBI positions and 46 closed out — a net gain of 33 holders — while 111 added to existing stakes and 100 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $41.6M. The largest seller was Miller Howard Investments, cutting an estimated $58.1M.

  • 351 institutional investors held Pitney Bowes (PBI) as of Q4 2017, up from 321 in Q3 2017.
  • Funds reported $1.59B of Pitney Bowes stock for Q4 2017, down 20% quarter-over-quarter.
  • 79 funds opened new Pitney Bowes positions in Q4 2017 and 46 closed out, a net change of +33 holders.
  • The largest Pitney Bowes buyer in Q4 2017 was Schroder Investment Management Group, an estimated $41.6M added.
  • The largest Pitney Bowes seller in Q4 2017 was Miller Howard Investments, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2017.