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Pitney Bowes

314 hedge funds and large institutions have $935M invested in Pitney Bowes in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

21% more capital invested

Capital invested by funds: $775M → $935M (+$161M)

2.8% more ownership

Funds ownership: 70.75%73.55% (+2.8%)

3% more funds holding

Funds holding: 306314 (+8)

8% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 93

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $8.44M

Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
50
Increased
100
Reduced
93
Closed
41
Calls
$5.34M
Puts
$8.44M
Net Calls
-$3.09M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$146M -$27.2M -3,926,029 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M +$2.15M +310,614 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$49.7M +$770K +111,317 +2%
State Street
4
State Street
Massachusetts
$41.7M +$832K +120,229 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$38.8M +$69.9K +10,100 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.3M +$2.41M +349,021 +12%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$21.5M -$5.71M -825,235 -21%
Northern Trust
8
Northern Trust
Illinois
$21.1M +$1.06M +153,238 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$18.5M +$1.15M +166,886 +7%
MVP
10
Miller Value Partners
Florida
$16.4M +$16.5M +2,386,325 New
Norges Bank
11
Norges Bank
Norway
$16.3M +$981K +141,843 +6%
AAM
12
Advisors Asset Management
Colorado
$15.5M -$1.19M -172,449 -7%
AQR Capital Management
13
AQR Capital Management
Connecticut
$13.7M -$5.32M -769,596 -28%
Millennium Management
14
Millennium Management
New York
$13.5M +$13.6M +1,966,093 New
Deutsche Bank
15
Deutsche Bank
Germany
$13.3M +$11M +1,596,260 +474%
Charles Schwab
16
Charles Schwab
California
$9.74M +$560K +80,894 +6%
Goldman Sachs
17
Goldman Sachs
New York
$9.62M +$3.5M +505,558 +57%
KCM
18
Kornitzer Capital Management
Kansas
$9.3M -$798K -115,355 -8%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$8.92M +$723K +104,500 +9%
Two Sigma Investments
20
Two Sigma Investments
New York
$8.88M +$3.55M +513,428 +66%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$8.31M +$7.56M +1,093,712 +940%
RCA
22
Restructuring Capital Associates
Connecticut
$8.25M
Prudential Financial
23
Prudential Financial
New Jersey
$8.15M -$6.67M -964,930 -45%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$8.1M -$85.8K -12,404 -1%
LAM
25
Lapides Asset Management
Connecticut
$7.98M +$1M +145,103 +14%

PBI Hedge Fund Activity: Q1 2019 in Review

314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2019, worth a combined $935M — up 21% from $775M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PBI positions and 41 closed out — a net gain of 9 holders — while 100 added to existing stakes and 93 trimmed.

The largest buyer was Miller Value Partners, opening a new position worth an estimated $16.5M. The largest seller was BlackRock, cutting an estimated $27.2M.

  • 314 institutional investors held Pitney Bowes (PBI) as of Q1 2019, up from 306 in Q4 2018.
  • Funds reported $935M of Pitney Bowes stock for Q1 2019, up 21% quarter-over-quarter.
  • 50 funds opened new Pitney Bowes positions in Q1 2019 and 41 closed out, a net change of +9 holders.
  • The largest Pitney Bowes buyer in Q1 2019 was Miller Value Partners, an estimated $16.5M added.
  • The largest Pitney Bowes seller in Q1 2019 was BlackRock, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2019.