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Pitney Bowes

346 hedge funds and large institutions have $1.55B invested in Pitney Bowes in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 106 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 106

0% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 49

0.12% less ownership

Funds ownership: 75.98%75.86% (-0.12%)

2% less capital invested

Capital invested by funds: $1.59B → $1.55B (-$38.6M)

1% less funds holding

Funds holding: 351346 (-5)

78% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $57M

Holders
346
Holders Change
-5
Holders Change %
-1.42%
% of All Funds
7.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
49
Increased
109
Reduced
106
Closed
49
Calls
$12.4M
Puts
$57M
Net Calls
-$44.6M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$217M -$7.56M -610,143 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$177M +$1.87M +150,873 +0.9%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$69.8M +$8.44M +681,156 +12%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.3M +$2.43M +196,044 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$58.2M +$3.58M +289,128 +6%
State Street
6
State Street
Massachusetts
$55.3M -$1.97M -159,277 -3%
Millennium Management
7
Millennium Management
New York
$45.6M +$45M +3,636,177 +657%
SCM
8
Sirios Capital Management
Massachusetts
$29.3M +$11.2M +903,358 +50%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$28.1M +$2.34M +188,611 +8%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$26.5M -$4.63M -373,834 -13%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$25.8M -$40.5M -3,272,855 -58%
Goldman Sachs
12
Goldman Sachs
New York
$24.3M +$3.44M +277,829 +14%
AAM
13
Advisors Asset Management
Colorado
$23M +$812K +65,565 +4%
AQR Capital Management
14
AQR Capital Management
Connecticut
$22.9M -$2.11M -170,610 -8%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$22.5M +$14.9M +1,201,017 +139%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$21.8M -$1.15M -92,703 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$20M +$11.6M +939,137 +105%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.8M +$551K +44,508 +3%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$18.6M +$2.49M +201,000 +13%
Northern Trust
20
Northern Trust
Illinois
$17.8M +$152K +12,253 +0.8%
LAM
21
Lapides Asset Management
Connecticut
$17.8M -$594K -48,000 -3%
KCM
22
Kornitzer Capital Management
Kansas
$17.5M +$92.3K +7,455 +0.5%
CIP
23
Chartwell Investment Partners
Pennsylvania
$15.7M -$4.87M -393,578 -21%
Norges Bank
24
Norges Bank
Norway
$15.4M -$12.5M -1,005,265 -42%
WCM
25
Wedge Capital Management
North Carolina
$15M -$3.53M -285,171 -17%

PBI Hedge Fund Activity: Q1 2018 in Review

346 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2018, worth a combined $1.55B — down 2.4% from $1.59B a quarter earlier.

Fund positioning in PBI was balanced in Q1 2018: 49 funds opened new positions, 49 closed out, 109 added to existing stakes and 106 trimmed.

The largest buyer was Millennium Management, adding an estimated $45M. The largest seller was Schroder Investment Management Group, cutting an estimated $40.5M.

  • 346 institutional investors held Pitney Bowes (PBI) as of Q1 2018, down from 351 in Q4 2017.
  • Funds reported $1.55B of Pitney Bowes stock for Q1 2018, down 2.4% quarter-over-quarter.
  • 49 funds opened new Pitney Bowes positions in Q1 2018 and 49 closed out, a net change of 0 holders.
  • The largest Pitney Bowes buyer in Q1 2018 was Millennium Management, an estimated $45M added.
  • The largest Pitney Bowes seller in Q1 2018 was Schroder Investment Management Group, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2018.