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Pitney Bowes
PBI

Overview Fund Activity

261 hedge funds and large institutions have $424M invested in Pitney Bowes in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
79
Reduced
88
Closed
34
Calls
$6.88M
Puts
$4.59M
Net Calls
+$2.29M
Net Calls Change
-$5.21M

Top Buyers

1
PC
1
Permit Capital
Pennsylvania
$12.7M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.2M
3
CM
3
Capital Management
Virginia
$13.5M
4
Invesco
4
Invesco
Georgia
$9.27M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$7.96M

Top Sellers

1
PCMI
1
Paradigm Capital Management Inc
New York
$973K
2
Goldman Sachs
2
Goldman Sachs
New York
$15.1M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$560K
4
AM
4
Anqa Management
New York
$3.95M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$5.7K -$1.22K -373 -18%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$4.95K +$965 +248 +24%
EI
228
Ellevest Inc
New York
$4.26K +$144 +37 +4%
WWP
229
WR Wealth Planners
Missouri
$4.21K +$54 +14 +1%
Lazard Asset Management
230
Lazard Asset Management
New York
$4K +$4K +1,242 New
TWA
231
TCI Wealth Advisors
Arizona
$3.9K – – –
FCA
232
Fortis Capital Advisors
Kansas
$3.89K +$3.89K +1,000 New
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.73K – – –
First Manhattan
234
First Manhattan
New York
$3.5K – – –
CB
235
Community Bank
New York
$3.11K – – –
CAL
236
Capital Advisors Ltd
Ohio
$3K – – –
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$3K – – –
AAG
238
Armstrong Advisory Group
Massachusetts
$2.42K +$31 +8 +1%
AF
239
Advisornet Financial
Minnesota
$2.41K – – –
AF
240
Allworth Financial
California
$2.39K +$8 +2 +0.3%
HIA
241
Harbor Investment Advisory
Maryland
$2.31K – – –
SWM
242
Spire Wealth Management
Virginia
$2.21K +$31 +8 +1%
GI
243
Gradient Investments
Minnesota
$2.07K +$2.07K +533 New
CA
244
Centerpoint Advisors
Massachusetts
$2K – – –
PA
245
PSI Advisors
Florida
$1.95K – – –
WP
246
WealthPLAN Partners
Nebraska
$1.9K +$1.9K +488 New
PCA
247
Providence Capital Advisors
North Carolina
$1.59K – – –
MWM
248
Mascoma Wealth Management
New Hampshire
$1.46K – – –
FA
249
Financial Avengers
California
$1.46K +$19 +5 +1%
IA
250
IFP Advisors
Florida
$1.43K -$1.43K -100 -50%
8 9
10
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