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Pitney Bowes

262 hedge funds and large institutions have $757M invested in Pitney Bowes in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

0% less funds holding

Funds holding: 263262 (-1)

0.39% less ownership

Funds ownership: 65.6%65.21% (-0.39%)

9% less capital invested

Capital invested by funds: $828M → $757M (-$71.2M)

40% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $13.6M

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
83
Reduced
83
Closed
35
Calls
$8.15M
Puts
$13.6M
Net Calls
-$5.42M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
CoreCap Advisors
Michigan
$9K +$9.19K +1,296 New
WWMSC
227
Wagner Wealth Management (South Carolina)
South Carolina
$7K
ACA
228
Atlas Capital Advisors
Wyoming
$6.63K
WIM
229
Westside Investment Management
California
$5.72K +$46K +6,490 +1%
CAL
230
Capital Advisors Ltd
Ohio
$5K
First Manhattan
231
First Manhattan
New York
$5K
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$4K -$950 -134 -18%
HIA
233
Harbor Investment Advisory
Maryland
$4K
AF
234
Allworth Financial
California
$4K +$7 +1 +0.2%
STCOSD
235
Sageworth Trust Company of South Dakota
South Dakota
$4K +$3.84K +542 New
CA
236
Centerpoint Advisors
Massachusetts
$3K
MWM
237
Mascoma Wealth Management
New Hampshire
$3K
PCA
238
Providence Capital Advisors
North Carolina
$3K
PA
239
PSI Advisors
Florida
$3K
ST
240
Smithfield Trust
Pennsylvania
$3K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$3K +$1.69K +238 +105%
HI
242
Harbour Investments
Wisconsin
$2K -$3.93K -554 -66%
FA
243
Financial Avengers
California
$2K +$14 +2 +0.6%
EWA
244
EverSource Wealth Advisors
Alabama
$2K +$1.91K +269 New
HF
245
Halpern Financial
Virginia
$1.75K +$1.87K +264 New
ST
246
Sageworth Trust
Pennsylvania
$1K -$3.87K -546 -77%
QCG
247
Quadrant Capital Group
Ohio
$1K -$432 -61 -24%
EI
248
Ellevest Inc
New York
$1K -$99 -14 -14%
AF
249
Advisornet Financial
Minnesota
$1K
ANBT
250
American National Bank & Trust
Texas
$1K

PBI Hedge Fund Activity: Q4 2021 in Review

262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2021, worth a combined $757M — down 8.6% from $828M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 35 closed out — a net gain of 1 holder — while 83 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21.6M. The largest seller was BlackRock, cutting an estimated $46.4M.

  • 262 institutional investors held Pitney Bowes (PBI) as of Q4 2021, down from 263 in Q3 2021.
  • Funds reported $757M of Pitney Bowes stock for Q4 2021, down 8.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q4 2021 and 35 closed out, a net change of +1 holder.
  • The largest Pitney Bowes buyer in Q4 2021 was Goldman Sachs, an estimated $21.6M added.
  • The largest Pitney Bowes seller in Q4 2021 was BlackRock, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2021.