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Pitney Bowes

263 hedge funds and large institutions have $262M invested in Pitney Bowes in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $6.21M | Put options by funds: $2.73M

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 66.91%65.12% (-1.8%)

3% less funds holding

Funds holding: 270263 (-7)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

37% less capital invested

Capital invested by funds: $418M → $262M (-$156M)

Holders
263
Holders Change
-7
Holders Change %
-2.59%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
91
Reduced
82
Closed
38
Calls
$6.21M
Puts
$2.73M
Net Calls
+$3.48M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
226
Hazlett, Burt & Watson
West Virginia
$4K
IA
227
IFP Advisors
Florida
$4K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$4K +$5.7K +1,777 New
DFCM
229
Dark Forest Capital Management
Puerto Rico
$4K +$5.71K +1,778 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.66K
SIS
231
Sound Income Strategies
Florida
$3K
EWA
232
EverSource Wealth Advisors
Alabama
$3K +$2.82K +879 +152%
WWP
233
WR Wealth Planners
Missouri
$2.46K +$61 +19 +2%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$2K -$8.09K -2,521 -74%
TWA
235
TCI Wealth Advisors
Arizona
$2K -$2.69K -837 -45%
CAL
236
Capital Advisors Ltd
Ohio
$2K
First Manhattan
237
First Manhattan
New York
$2K
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$2K +$1.01K +314 +64%
EI
239
Ellevest Inc
New York
$2K +$2.27K +707 +813%
C
240
Covestor
United Kingdom
$2K +$2.37K +738 New
AF
241
Advisornet Financial
Minnesota
$1K
ANBT
242
American National Bank & Trust
Texas
$1K
CA
243
Centerpoint Advisors
Massachusetts
$1K
HIA
244
Harbor Investment Advisory
Maryland
$1K
HI
245
Harbour Investments
Wisconsin
$1K
MWM
246
Mascoma Wealth Management
New Hampshire
$1K
PCA
247
Providence Capital Advisors
North Carolina
$1K
PA
248
PSI Advisors
Florida
$1K
ST
249
Smithfield Trust
Pennsylvania
$1K
WWMSC
250
Wagner Wealth Management (South Carolina)
South Carolina
$1K

PBI Hedge Fund Activity: Q3 2022 in Review

263 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2022, worth a combined $262M — down 37% from $418M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 32 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 91 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $3.12M. The largest seller was EMG Holdings, exiting entirely with an estimated $4.21M sold.

  • 263 institutional investors held Pitney Bowes (PBI) as of Q3 2022, down from 270 in Q2 2022.
  • Funds reported $262M of Pitney Bowes stock for Q3 2022, down 37% quarter-over-quarter.
  • 32 funds opened new Pitney Bowes positions in Q3 2022 and 38 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q3 2022 was D.E. Shaw & Co, an estimated $3.12M added.
  • The largest Pitney Bowes seller in Q3 2022 was EMG Holdings, an estimated $4.21M sold.

Based on aggregated 13F filings for Q3 2022.