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Pitney Bowes

274 hedge funds and large institutions have $581M invested in Pitney Bowes in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.79% more ownership

Funds ownership: 73.55%75.34% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

13% less funds holding

Funds holding: 314274 (-40)

38% less capital invested

Capital invested by funds: $935M → $581M (-$354M)

45% less call options, than puts

Call options by funds: $4.21M | Put options by funds: $7.67M

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
274
Holders Change
-40
Holders Change %
-12.74%
% of All Funds
5.95%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
86
Reduced
89
Closed
74
Calls
$4.21M
Puts
$7.67M
Net Calls
-$3.46M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M +$28.5M +5,311,931 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.8M -$15.2M -2,824,248 -16%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$25.4M -$7M -1,304,362 -18%
LSV Asset Management
4
LSV Asset Management
Illinois
$24.2M +$54.7K +10,200 +0.2%
State Street
5
State Street
Massachusetts
$23.8M -$2.73M -508,865 -8%
Goldman Sachs
6
Goldman Sachs
New York
$16.2M +$12.8M +2,382,342 +170%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13.9M -$58.9K -10,979 -0.3%
MVP
8
Miller Value Partners
Florida
$12.5M +$2.85M +531,550 +22%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$12.3M +$8.98M +1,673,842 +138%
Northern Trust
10
Northern Trust
Illinois
$10.9M -$2.79M -519,818 -17%
Norges Bank
11
Norges Bank
Norway
$10.2M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.65M -$2.38M -442,697 -16%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$9.08M -$5.4M -1,005,782 -32%
Citadel Advisors
14
Citadel Advisors
Florida
$9.07M +$6.67M +1,243,497 +142%
AAM
15
Advisors Asset Management
Colorado
$8.05M -$2.05M -381,540 -17%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$7.7M +$4.83M +900,000 +100%
Principal Financial Group
17
Principal Financial Group
Iowa
$6.96M +$3.33M +621,162 +62%
Charles Schwab
18
Charles Schwab
California
$6.28M +$268K +49,963 +4%
LAM
19
Lapides Asset Management
Connecticut
$6.1M +$1.42M +264,100 +23%
CM
20
Capital Management
Virginia
$5.99M +$2.49M +463,125 +49%
PPA
21
Parametric Portfolio Associates
Washington
$5.97M +$2.17M +404,430 +41%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.87M +$4.59M +855,597 +166%
KCM
23
Kornitzer Capital Management
Kansas
$5.63M -$196K -36,500 -3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$5.39M -$206K -38,300 -3%
Morgan Stanley
25
Morgan Stanley
New York
$5.33M +$3.88M +722,948 +138%

PBI Hedge Fund Activity: Q2 2019 in Review

274 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2019, worth a combined $581M — down 38% from $935M a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of PBI and 38 opened new positions — a net loss of 36 holders — while 89 trimmed existing stakes and 86 added.

The largest buyer was BlackRock, adding an estimated $28.5M. The largest seller was Vanguard Group, cutting an estimated $15.2M.

  • 274 institutional investors held Pitney Bowes (PBI) as of Q2 2019, down from 314 in Q1 2019.
  • Funds reported $581M of Pitney Bowes stock for Q2 2019, down 38% quarter-over-quarter.
  • 38 funds opened new Pitney Bowes positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Pitney Bowes buyer in Q2 2019 was BlackRock, an estimated $28.5M added.
  • The largest Pitney Bowes seller in Q2 2019 was Vanguard Group, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2019.