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Pitney Bowes

313 hedge funds and large institutions have $1.18B invested in Pitney Bowes in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 106 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 106

2.45% less ownership

Funds ownership: 75.86%73.41% (-2.4%)

10% less funds holding

Funds holding: 346313 (-33)

24% less capital invested

Capital invested by funds: $1.55B → $1.18B (-$368M)

47% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

77% less call options, than puts

Call options by funds: $6.07M | Put options by funds: $25.9M

Holders
313
Holders Change
-33
Holders Change %
-9.54%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
108
Reduced
106
Closed
66
Calls
$6.07M
Puts
$25.9M
Net Calls
-$19.8M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$214M +$48.8M +5,054,122 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M +$9.81M +1,016,232 +6%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$52.6M -$2.59M -268,593 -4%
State Street
4
State Street
Massachusetts
$52.3M +$9.95M +1,030,953 +20%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$49.6M +$3.33M +344,919 +6%
LSV Asset Management
6
LSV Asset Management
Illinois
$47.6M +$2.05M +212,186 +4%
AQR Capital Management
7
AQR Capital Management
Connecticut
$25.2M +$8.15M +844,810 +40%
Northern Trust
8
Northern Trust
Illinois
$25.1M +$12.5M +1,291,265 +79%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$24.7M +$8.53M +883,365 +44%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$24M +$2.06M +213,777 +8%
Norges Bank
11
Norges Bank
Norway
$18.2M +$6.8M +704,082 +50%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$17.7M +$64.7K +6,699 +0.3%
Goldman Sachs
13
Goldman Sachs
New York
$17.5M -$1.8M -186,202 -8%
AAM
14
Advisors Asset Management
Colorado
$16.1M +$268K +27,735 +1%
LAM
15
Lapides Asset Management
Connecticut
$15.8M +$2.01M +208,600 +13%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$14.9M -$6.72M -696,000 -29%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$14.8M -$852K -88,310 -5%
KCM
18
Kornitzer Capital Management
Kansas
$13.8M +$12.5K +1,300 +0.1%
Wells Fargo
19
Wells Fargo
California
$13.5M +$8.22M +851,575 +118%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$13.4M -$1.39M -144,200 -8%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$12.7M -$8.34M -864,457 -37%
CIP
22
Chartwell Investment Partners
Pennsylvania
$11.8M -$568K -58,805 -4%
Charles Schwab
23
Charles Schwab
California
$10.7M +$4.26M +441,029 +55%
Prudential Financial
24
Prudential Financial
New Jersey
$10.5M +$3.21M +332,278 +37%
Morgan Stanley
25
Morgan Stanley
New York
$9.94M +$2.41M +249,947 +27%

PBI Hedge Fund Activity: Q2 2018 in Review

313 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2018, worth a combined $1.18B — down 24% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PBI and 35 opened new positions — a net loss of 31 holders — while 106 trimmed existing stakes and 108 added.

The largest buyer was BlackRock, adding an estimated $48.8M. The largest seller was Millennium Management, exiting entirely with an estimated $45.6M sold.

  • 313 institutional investors held Pitney Bowes (PBI) as of Q2 2018, down from 346 in Q1 2018.
  • Funds reported $1.18B of Pitney Bowes stock for Q2 2018, down 24% quarter-over-quarter.
  • 35 funds opened new Pitney Bowes positions in Q2 2018 and 66 closed out, a net change of -31 holders.
  • The largest Pitney Bowes buyer in Q2 2018 was BlackRock, an estimated $48.8M added.
  • The largest Pitney Bowes seller in Q2 2018 was Millennium Management, an estimated $45.6M sold.

Based on aggregated 13F filings for Q2 2018.