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Pitney Bowes

269 hedge funds and large institutions have $410M invested in Pitney Bowes in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.83M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $262M → $410M (+$148M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 263269 (+6)

1.49% less ownership

Funds ownership: 65.12%63.63% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
73
Reduced
97
Closed
32
Calls
$10.3M
Puts
$2.83M
Net Calls
+$7.5M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$7K
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$7K +$216 +64 +4%
Barrow, Hanley, Mewhinney & Strauss
228
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.23K -$4.62K -1,370 -46%
TRCT
229
Tower Research Capital (TRC)
New York
$6K -$44.7K -13,264 -89%
HBW
230
Hazlett, Burt & Watson
West Virginia
$6K
SIS
231
Sound Income Strategies
Florida
$5.7K
EWA
232
EverSource Wealth Advisors
Alabama
$5.64K +$98 +29 +2%
IA
233
IFP Advisors
Florida
$5K +$330 +98 +96%
WWP
234
WR Wealth Planners
Missouri
$4.06K +$44 +13 +1%
EI
235
Ellevest Inc
New York
$4.02K +$886 +263 +33%
WIM
236
Westside Investment Management
California
$3.99K +$92.4K +27,400 +4%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$3.89K +$752 +223 +28%
TWA
238
TCI Wealth Advisors
Arizona
$3.81K
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.65K -$2.06K -610 -39%
First Manhattan
240
First Manhattan
New York
$3.42K
CB
241
Community Bank
New York
$3.03K +$2.7K +800 New
C
242
Covestor
United Kingdom
$3K -$199 -59 -8%
CAL
243
Capital Advisors Ltd
Ohio
$3K
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$3K
AF
245
Advisornet Financial
Minnesota
$2.36K
AAG
246
Armstrong Advisory Group
Massachusetts
$2.33K +$2.07K +614 New
AF
247
Allworth Financial
California
$2.33K +$10 +3 +0.5%
HIA
248
Harbor Investment Advisory
Maryland
$2.25K
CA
249
Centerpoint Advisors
Massachusetts
$2K
SWM
250
Spire Wealth Management
Virginia
$2K +$24 +7 +1%

PBI Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2022, worth a combined $410M — up 56% from $262M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 32 closed out — a net gain of 8 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Clifford Capital Partners, adding an estimated $5.48M. The largest seller was Victory Capital Management, cutting an estimated $4.44M.

  • 269 institutional investors held Pitney Bowes (PBI) as of Q4 2022, up from 263 in Q3 2022.
  • Funds reported $410M of Pitney Bowes stock for Q4 2022, up 56% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q4 2022 and 32 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q4 2022 was Clifford Capital Partners, an estimated $5.48M added.
  • The largest Pitney Bowes seller in Q4 2022 was Victory Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.