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Pitney Bowes

270 hedge funds and large institutions have $418M invested in Pitney Bowes in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

37% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $6.09M

5% more funds holding

Funds holding: 258270 (+12)

0.59% more ownership

Funds ownership: 66.32%66.91% (+0.59%)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

30% less capital invested

Capital invested by funds: $594M → $418M (-$176M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
270
Holders Change
+12
Holders Change %
+4.65%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
76
Reduced
88
Closed
23
Calls
$8.34M
Puts
$6.09M
Net Calls
+$2.25M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$7K +$3.81K +837 +83%
PLU
227
Performa Ltd (US)
South Carolina
$7K +$7.18K +1,575 +371%
BDWM
228
Brewin Dolphin Wealth Management
Ireland
$6K
HBW
229
Hazlett, Burt & Watson
West Virginia
$6K
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.68K
SIS
231
Sound Income Strategies
Florida
$5K
Barrow, Hanley, Mewhinney & Strauss
232
Barrow, Hanley, Mewhinney & Strauss
Texas
$5K +$5.67K +1,245 New
IA
233
IFP Advisors
Florida
$4K
WIM
234
Westside Investment Management
California
$3.85K -$51.5K -11,300 -2%
WWP
235
WR Wealth Planners
Missouri
$3.75K +$50 +11 +1%
ACA
236
Atlas Capital Advisors
Wyoming
$3.62K
CAL
237
Capital Advisors Ltd
Ohio
$3K
First Manhattan
238
First Manhattan
New York
$3K
SWM
239
Spire Wealth Management
Virginia
$2K -$4.88K -1,071 -66%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$2K -$3.18K -697 -59%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$2K -$82 -18 -4%
CA
242
Centerpoint Advisors
Massachusetts
$2K
HIA
243
Harbor Investment Advisory
Maryland
$2K
MWM
244
Mascoma Wealth Management
New Hampshire
$2K
PA
245
PSI Advisors
Florida
$2K
ST
246
Smithfield Trust
Pennsylvania
$2K
AF
247
Allworth Financial
California
$2K +$9 +2 +0.3%
EWA
248
EverSource Wealth Advisors
Alabama
$2K +$1.08K +237 +70%
AF
249
Advisornet Financial
Minnesota
$2K +$1.87K +411 +197%
WWMSC
250
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.36K +517 New

PBI Hedge Fund Activity: Q2 2022 in Review

270 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2022, worth a combined $418M — down 30% from $594M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 23 closed out — a net gain of 17 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.8M. The largest seller was Royce & Associates, cutting an estimated $7.82M.

  • 270 institutional investors held Pitney Bowes (PBI) as of Q2 2022, up from 258 in Q1 2022.
  • Funds reported $418M of Pitney Bowes stock for Q2 2022, down 30% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q2 2022 and 23 closed out, a net change of +17 holders.
  • The largest Pitney Bowes buyer in Q2 2022 was Goldman Sachs, an estimated $7.8M added.
  • The largest Pitney Bowes seller in Q2 2022 was Royce & Associates, an estimated $7.82M sold.

Based on aggregated 13F filings for Q2 2022.