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Pitney Bowes

300 hedge funds and large institutions have $956M invested in Pitney Bowes in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 85 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 85

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.62% less ownership

Funds ownership: 73.41%71.79% (-1.6%)

4% less funds holding

Funds holding: 313300 (-13)

19% less capital invested

Capital invested by funds: $1.18B → $956M (-$224M)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

78% less call options, than puts

Call options by funds: $4.6M | Put options by funds: $20.5M

Holders
300
Holders Change
-13
Holders Change %
-4.15%
% of All Funds
6.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
100
Reduced
85
Closed
50
Calls
$4.6M
Puts
$20.5M
Net Calls
-$15.9M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$177M +$424K +52,455 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M +$1.34M +165,880 +1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$45.1M +$4.63M +573,030 +10%
State Street
4
State Street
Massachusetts
$44.1M +$986K +122,125 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$40M +$727K +89,980 +2%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$35M -$9.63M -1,192,029 -19%
Northern Trust
7
Northern Trust
Illinois
$20.4M -$362K -44,814 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.7M -$126K -15,552 -0.6%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$18.4M -$2.32M -286,873 -10%
Norges Bank
10
Norges Bank
Norway
$15.8M +$897K +111,111 +5%
AAM
11
Advisors Asset Management
Colorado
$15.7M +$2.74M +339,800 +18%
AQR Capital Management
12
AQR Capital Management
Connecticut
$14.2M -$7.58M -938,077 -32%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$14.2M +$11.3M +1,400,000 +233%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$13.9M +$1.87M +231,177 +13%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$12.9M +$2.56M +316,554 +21%
LAM
16
Lapides Asset Management
Connecticut
$12.8M -$244K -30,200 -2%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$12.5M +$254K +31,500 +2%
KCM
18
Kornitzer Capital Management
Kansas
$12.2M +$913K +113,061 +7%
Man Group
19
Man Group
United Kingdom
$12M +$7.52M +931,451 +121%
Millennium Management
20
Millennium Management
New York
$11.6M +$13.2M +1,633,295 New
Citadel Advisors
21
Citadel Advisors
Florida
$10.9M +$7.59M +939,729 +157%
Prudential Financial
22
Prudential Financial
New Jersey
$10.1M +$1.72M +212,860 +17%
Morgan Stanley
23
Morgan Stanley
New York
$9.71M +$1.7M +211,019 +18%
Wells Fargo
24
Wells Fargo
California
$9.49M -$1.86M -230,017 -15%
Charles Schwab
25
Charles Schwab
California
$9.46M +$751K +92,998 +7%

PBI Hedge Fund Activity: Q3 2018 in Review

300 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2018, worth a combined $956M — down 19% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of PBI and 40 opened new positions — a net loss of 10 holders — while 85 trimmed existing stakes and 100 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $13.2M. The largest seller was Arrowstreet Capital, cutting an estimated $12.3M.

  • 300 institutional investors held Pitney Bowes (PBI) as of Q3 2018, down from 313 in Q2 2018.
  • Funds reported $956M of Pitney Bowes stock for Q3 2018, down 19% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q3 2018 and 50 closed out, a net change of -10 holders.
  • The largest Pitney Bowes buyer in Q3 2018 was Millennium Management, an estimated $13.2M added.
  • The largest Pitney Bowes seller in Q3 2018 was Arrowstreet Capital, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2018.